Account Specialist II

Aon is Looking for an Account Specialist II

We currently have a career opportunity for an Account Specialist II (Client Service Specialist) to work either virtual or hybrid out of our Lincolnshire, IL office.

Your impact as an Account Specialist!

What the day will look like:

Resolve inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and is accountable for more complex inquiries and client projects.

• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other ACS deliverables.

• Perform necessary activities or support in initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions and processing other client requests.

• Mentor and assist junior staff with more complex account functions.

• React to field office requests via Broker Desktop tools that require actions in a timely manner.

• Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail.

• Liaise and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.

• Upload, index or attach documents in Document Management System.

• Perform pre - renewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.).

• Help colleagues troubleshoot and resolve client issues within the ACS team..

• Upon policy placement creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.

• Manage; Monitor and complete special client projects.

• Participate in office and client visits

Skills and experience that will lead to success

• 2 + years of commercial insurance experience a plus;

• 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.

• Must maintain appropriate insurance brokers license or obtain within 6 months of hire.

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 $56,000.00 - $65,000.00 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.

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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2024-73902