Apply on Employer Site

Aon · 1 day ago

Account Specialist II - Hybrid/Multiple Locations

Chicago, IL

Full-time

Hybrid

Mid Level

$55K/yr - $75K/yr

3+ years exp

Aon is a company focused on shaping better decisions to protect and enrich lives globally. The Account Specialist II will support Account Executives in managing key processes and client relationships within the Private Risk Management team.

ConsultingProfessional ServicesRisk Management

Responsibilities

Maintains effective and productive relationships with Account Executives and clients

Serves independently in a client-facing capacity on matters of moderate importance and complexity

Manages client open actions lists and responds to ad-hoc requests

Assists Account Executives in completing renewal reviews, performing quoting and marketing of new and existing accounts, preparing summaries of insurance, proposals, quote disclosure reports, and surplus lines filings

Identify and resolve accounting issues and billing discrepancies, documenting claims, processing endorsements, reviewing expirations, appraisals, and completing other client requests and account servicing functions

Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values

Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology)

May provide guidance, mentoring and support to a less senior account specialist

Performs related duties as assigned

Qualification

P&C licensePersonal lines insuranceExcel skillsClient servicingOperational processesInsurance designationsCommunication skillsMentoring

Required

Must have an active P&C license

Proven experience in personal lines insurance, preferably with high net worth accounts/clients

At least 3-5 years of successful personal lines insurance experience, preferably with high net worth accounts/clients

Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities

Understands operation processes and methodologies; shown ability to work effectively with limited guidance and supervision

Must have strong Excel skills to import/export data

Successfully operations in a fast-pace output driven environment that requires staff members to multi-task, react quickly, and perform tasks that are not routine

High School Diploma or GED required