Aon is Looking for an Account Specialist I to join our team!
We currently have an exciting career opportunity for an Account Specialist I to work hybrid out of either our Bannockburn, IL or Victor, NY office.
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 team and we are passionate about helping our colleagues and clients succeed.
Your impact as an Account Specialist!
What the day will look like:
This role will assist the Account Executives and Associate Account Executives on assigned accounts. They will also be 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.
Maintains effective and productive relationships with clients.
Perform necessary activities to support Account Executive/Broker team with initiating, marketing and processing of renewals, processing client invoices, requesting auto IDs, assisting with surplus lines processes, resolving account discrepancies in cooperation with PASC, initiating endorsement requests and processing other client requests and account servicing functions.
At the direction of the Account Executive/Broker, drafts quote comparisons and follows up for binders, policies and endorsements.
Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client goals will be produced according to guidelines and policy detail.
Manage client open items lists and responds to client ad-hoc requests.
Where applicable, serves as the primary collaborator with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively.
Act as the primary collaborator to PASC on client administration matters.
Serves as key client liaison for items such as certificates, auto ID's, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance and policy transmittals.
Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovations, Results and Values.
Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology).
Skills and experience that will lead to success
Required Experience:
Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision
Must have strong Excel skills to import/export data, strong Word skills, some v-look up experience a plus
Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine
Preferred Experience:
Early careers position, 1-3 years of commercial insurance/office experience preferred; will also consider recent college graduate
Property & Casualty brokers license preferred, or to be obtained within 6 months of hire
Education:
Bachelor's degree is preferred, but will consider a high school diploma with 1 - 3 years of commercial insurance experience
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $55,000.00 - $64,000.00 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 an inclusive workforce. Plus, our agile 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 for our colleagues as well.
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 and inclusive 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. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
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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Aon is Looking for an Account Specialist I to join our team!
We currently have an exciting career opportunity for an Account Specialist I to work hybrid out of either our Bannockburn, IL or Victor, NY office.
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 team and we are passionate about helping our colleagues and clients succeed.
Your impact as an Account Specialist!
What the day will look like:
This role will assist the Account Executives and Associate Account Executives on assigned accounts. They will also be 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.
Maintains effective and productive relationships with clients.
Perform necessary activities to support Account Executive/Broker team with initiating, marketing and processing of renewals, processing client invoices, requesting auto IDs, assisting with surplus lines processes, resolving account discrepancies in cooperation with PASC, initiating endorsement requests and processing other client requests and account servicing functions.
At the direction of the Account Executive/Broker, drafts quote comparisons and follows up for binders, policies and endorsements.
Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client goals will be produced according to guidelines and policy detail.
Manage client open items lists and responds to client ad-hoc requests.
Where applicable, serves as the primary collaborator with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively.
Act as the primary collaborator to PASC on client administration matters.
Serves as key client liaison for items such as certificates, auto ID's, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance and policy transmittals.
Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovations, Results and Values.
Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology).
Skills and experience that will lead to success
Required Experience:
Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision
Must have strong Excel skills to import/export data, strong Word skills, some v-look up experience a plus
Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine
Preferred Experience:
Early careers position, 1-3 years of commercial insurance/office experience preferred; will also consider recent college graduate
Property & Casualty brokers license preferred, or to be obtained within 6 months of hire
Education:
Bachelor's degree is preferred, but will consider a high school diploma with 1 - 3 years of commercial insurance experience
Pay Transparency Laws:
The salary range for this position (intended for U.S. applicants) is $55,000.00 - $64,000.00 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 an inclusive workforce. Plus, our agile 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 for our colleagues as well.
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 and inclusive 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. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.
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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