Account Specialist II
3 weeks ago
Account Specialist II
Considering a job change? Take a look at Aon
This is an office-based "Hybrid" role located in our Washington, DC office.
Workstyle:
This role is classified as hybrid and will allow you to work a few days in the office and a few days from home This role is not a virtual or remote position.****Commercial Insurance Experience Preferred****
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like:
Assist the Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients (including complex clients) and undertaking the client-facing and internal activities related to these processes. Account Specialists will also assist Brokers as necessary particularly on Commercial Risk business.
How this opportunity is different:
From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.
Skills and experience that will lead to success:
Understands the renewal life-cycle process from start to finish. Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. Performs submission assembly/creation where assigned. Facilitates the timely and accurate flow of information between clients, and account team members. Handles client open items lists and responds to client ad-hoc requests. Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. Actively supports and monitors the renewal process. At the direction of the Broker, drafts quote comparisons and follows up for binders, policies, and endorsements. Where applicable, serves 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. Receives and handles routine and sophisticated coverage inquiries and endorsement requests. Serves 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. Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems. May provide guidance and mentoring to a less senior account specialist. Delegates work to support staff and ACS where applicable. Ensures tools are understood and used. Performs related duties as assigned.Education:
High school diploma or equivalent required. Associates degree preferred. 2+ years of Insurance experience preferred. P&C license preferred, or to be obtained within 6 months of start date.How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working
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