Account Manager II, Commercial Insurance

Aon Corporation • Dallas, TX

2d • Hybrid

About The Position

Aon is looking for an Account Manager II, Commercial Insurance in Dallas, TX. This is a hybrid role based out of Dallas, TX. The Account Manager II will assist the Account Executives on assigned accounts, managing key processes that serve clients (including complex clients) and undertaking the client-facing and internal activities related to these processes. Account Managers will also assist Brokers as necessary, particularly on Commercial Risk business.

Requirements

• 2+ years of previous commercial insurance experience is preferred.
• Property and casualty brokers license preferred or to be obtained within 120 days of start date.
• Maintains effective and positive relationships with clients.
• High School Diploma or GED required.

Nice To Haves

• Property and Casualty Insurance License preferred, or to be obtained within 120 days of start date.

Responsibilities

• Assist the Account Executives on assigned accounts, managing key processes that serve clients (including complex clients) and undertaking the client-facing and internal activities related to these processes.
• Assist Brokers as necessary, particularly on Commercial Risk business.
• Serves independently in a client-facing capacity on matters of moderate importance and complexity.
• Performs submission assembly/creation where assigned.
• Facilitates the timely and accurate flow of information between clients, and account team members.
• Handles client open items lists and responds to client ad-hoc requests.
• Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs to 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.
• Serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables.
• Primary collaborator with Premium Accounting on client billing matters.
• Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
• Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker's Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
• Monitors and follows up on invoice generation, fee agreements, 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.
• Ensures tools are understood and used.
• Performs related duties as assigned.

Benefits

• 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
• an employee assistance program that includes free counseling sessions
• two “Global Wellbeing Days” each year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED