Account Specialist II
📋 Role Overview & Responsibilities
Aon is looking for an Account Specialist II
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions for our Property & Casualty business group within Risk in Boston, MA or Providence, RI.
Your impact
Assists Account Executives and/or Hybrid Account Executive/Brokers on assigned accounts, handling key processes that serve clients and undertaking the client-facing and internal activities related to these processes. Account Specialists will also assist Brokers as necessary on Commercial Risk business.
Key Job Responsibilities
Maintains effective and positive relationships with clients.Serves independently in a client-facing capacity on matters of moderate importance and complexity.May act as the Account Executive for assigned non-complex accounts as well as placing broker on simple routine placements or renewals.Gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the Brokerage Unit. Performs submission assembly/creation where needed. Facilitates the timely and accurate flow of information between clients, AE and Broker account team members.Handles client open items lists and responds to client ad-hoc requests.Collect and analyze 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. At the direction of the Broker, drafts quote comparisons and follows up for binders, policies and endorsements.Colloborates with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes are performed effectively tracks the quality of client deliverables.Receives and handles routine and complex coverage inquiries and endorsement requests. Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance requirements, Client Promise Methodology). Monitors and follows-up on invoice generation, fee agreements, AVX input, GRIP and GAMS data, 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.
You Bring Knowledge and Expertise
Required Experience
Minimum three to five years of insurance related experience preferred.Strong verbal and written communication skills and analytical abilities required.Strong organizational skills required.Ability to work well under pressure with attention to detail.Team oriented self-starter with ability to organize, prioritize, monitor and control work flow deadlines and be flexible.Technically/detail oriented.
Preferred Experience
Minimum five years of administrative/backend support office skill experience preferred.Proficient in Outlook, Microsoft Excel, Word, and PowerPoint - intermediate to expert user level preferred.
Education
Bachelor’s degree or equivalent years of industry experience
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.
How we support our colleagues
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.
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.
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