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Account Specialist I

4 months ago


Chicago, United States Aon Full time

Considering a job change? Take a look at Aon

We are seeking an Account Specialist I to work in a hybrid role with our Captives team in Chicago 

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

The Account Specialist I will assist Account Executives and Associate Account Executives on assigned accounts, running key processes that serve clients and undertaking the client-facing and internal activities related to these processes. Account Specialists will also assist Brokers 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

Maintains effective and productive relationships with clients. Performs account servicing functions including miscellaneous office duties in support of account servicing. When not performed within a broking unit, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the Brokerage Unit. Manages client open items lists and responds to client ad-hoc requests. Gathers and analyzes data and drafts assigned elements of client service plans, 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. Where applicable, serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively. Primary collaborator with Aon accounting team on client invoicing and collections. Receives and runs routine and sophisticated coverage inquiries and endorsement requests. Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. Understands best practices and leverages available resources, including centers of excellence (COEs) and ACS.

Education & Qualifications:

Some commercial insurance experience, preferably with captive insurance accounts. Brokers license preferred, or to be acquired within 120 days of start date Proficiency in PC office products such as Word, PowerPoint, Excel and Outlook is required. Evidence of ability to become proficient in the use of Aon specific software tools.

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