Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI

Aon Corporation•Wauwatosa, WI

1d•Hybrid

About The Position

Aon's General Industry team in Wisconsin is looking for an Account Manager II. This is a hybrid role based out of our Green Bay or Milwaukee, WI 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

Requirements

2+ years of insurance experience required (preferably in an Account Management role)
Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date
High school diploma or equivalent required

Nice To Haves

Associates degree preferred
Experience supporting complex clients is preferred

Responsibilities

Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience.
Maintains effective and positive relationships with clients. 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 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.
Where applicable, 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.