Account Specialist I

4 weeks ago


Philadelphia, Pennsylvania, United States Aon Full time
Account Specialist I Role at Aon

Aon is seeking a highly skilled Account Specialist I to join our commercial risk team in Philadelphia, PA. As an Account Specialist I, you will play a critical role in assisting Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients, and undertaking client-facing and internal activities related to these processes.

Key Responsibilities
  • Assist Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients.
  • Manage client-facing and internal activities related to these processes, including complex clients.
  • Assist Brokers as necessary, particularly on Commercial Risk business.
  • Perform submission assembly/creation, facilitate timely and accurate flow of information between clients and account team members, and handle client open items lists and respond to client ad-hoc requests.
  • Gather and analyze data, draft stewardship reports, and create convincing presentations tailored to the needs of the audience and circumstances of the presentation.
  • Actively support and monitor the renewal process, draft quote comparisons, and follow up for binders, policies, and endorsements.
  • Collaborate with Premium Accounting on client billing matters and serve as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure key processes are performed efficiently and quality of client deliverables.
  • Monitor and follow up on invoice generation, fee agreements, receivables, and collections, addressing and resolving problems.
  • May provide guidance and mentoring to a less senior account specialist, delegate work to support staff and ACS where applicable, and ensure tools are understood and used.
Requirements
  • 1-2 years of previous commercial insurance experience preferred.
  • Property and casualty brokers license preferred or to be obtained within 120 days of start date.
  • Maintains effective and positive relationships with clients, serves independently in a client-facing capacity on matters of moderate importance and complexity, and performs submission assembly/creation.
Benefits

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including a 401(k) savings plan with employer contributions, an employee stock purchase plan, consideration for long-term incentive awards, medical, dental, and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance, and supplemental life and AD&D insurance.

In addition to our comprehensive benefits package, we encourage a diverse workforce and offer a variety of working style solutions, including Smart Working. Our continuous learning culture inspires and equips you to learn, share, and grow, helping you achieve your fullest potential.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.


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