Insurance Account Specialist

16 hours ago

Philadelphia, Pennsylvania, United States Aon Full time
About the Role

Aon is seeking a highly skilled Account Specialist II to join our commercial risk team in Philadelphia, PA. As an Account Specialist II, 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, and undertaking client-facing and internal activities related to these processes.
  • Assist Brokers as necessary, particularly on Commercial Risk business.
  • Maintain effective and positive relationships with clients, serving independently in a client-facing capacity on matters of moderate importance and complexity.
  • Perform submission assembly/creation where assigned, facilitating the timely and accurate flow of information between clients and account team members.
  • Handle client open items lists and respond to client ad-hoc requests.
  • Gather and analyze data, drafting assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.
  • Actively support and monitor the renewal process, drafting quote comparisons and following up for binders, policies, and endorsements.
  • Where applicable, serve as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables.
  • Primary collaborator with Premium Accounting on client billing matters.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Serve as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker's Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
  • 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, delegating work to support staff and ACS where applicable.
  • Ensure tools are understood and used, performing related duties as assigned.
Requirements
  • 2+ years of previous commercial insurance experience preferred.
  • Property and casualty brokers license preferred or to be obtained within 120 days of start date.
  • Associate's degree preferred or equivalent years of industry experience.
  • Property & Casualty Insurance License preferred, or to be acquired within 120 days of start date.
About Aon

Aon is a global professional services firm that provides a range of services, including risk management, insurance, and human resources consulting. We are committed to helping our clients make better decisions and achieve their goals. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.

What We Offer
  • A comprehensive package of benefits, 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, and more.
  • A dynamic and inclusive work environment that values diversity and promotes a culture of innovation and collaboration.
  • Opportunities for professional growth and development, including training and education programs, mentorship, and career advancement opportunities.
How to Apply

If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you

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