Account Specialist Ii

Considering a job change? Take a look at Aon!
We are seeking an Account Specialist II to work in a hybrid role with our Captives team out of our office in either Ft. Washington, PA or Chicago, IL!
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 II 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:
2 – 3 years of commercial insurance experience, preferably with captive insurance accounts.
Brokers license preferred, or to be acquired within 90 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!Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Pay Transparency Laws
The salary range for this position (intended for U.S. applicants) is $65,000 - $85,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; 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. Eligibility for benefits is governed by the applicable plan documents and policies.
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