Account Specialist II

6 hours ago


New York, New York, United States Aon Full time
Account Specialist II Role

Aon is seeking a highly skilled Account Specialist II to join our commercial risk team in New York City. 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.
  • Undertake client-facing and internal activities related to these processes, including complex client management.
  • 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) 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 as needed.
  • May provide guidance and mentoring to less senior account specialists, delegate work to support staff and ACS where applicable, and ensure tools are understood and used.
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.
  • Maintains effective and positive relationships with clients, serves independently in a client-facing capacity on matters of moderate importance and complexity.
What We Offer

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including a 401(k) savings plan with employer contributions, 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, optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.

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.

Aon 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. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process, and to perform essential job functions once onboard.


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