Account Manager II, Commercial Risk

Aon Corporation•Miami, FL

4d•Hybrid

About The Position

Aon is seeking an Account Manager II to support its Commercial Risk business. This hybrid position is based in Aon’s Tampa, Miami, or Jacksonville, Florida office. The role partners with Account Executives to manage an assigned book of business, oversee day-to-day service processes and outputs, support strategic client-facing initiatives, and lead clients’ renewal cycles to provide a positive and productive experience. The Account Manager works with colleagues across geographies and solution lines, using Aon’s tools and expertise to deliver client outcomes. The role maintains client relationships, coordinates information and service delivery, supports renewals and billing, responds to coverage questions and endorsement requests, and handles a range of policy and client-service matters. It may also include mentoring less senior account specialists and delegating work to support staff and Aon Client Services where applicable.

Requirements

At least 3 years of insurance experience; Account Management experience is preferred.
High school diploma or equivalent.
Strong verbal and written communication skills and analytical abilities.
Ability to work well under pressure with attention to detail.
Team-oriented self-starter with the ability to organize, prioritize, monitor, and control workflow deadlines, and remain flexible.
Proficiency in Outlook, Microsoft Excel, Word, and PowerPoint.

Nice To Haves

Property & Casualty broker’s license strongly preferred; otherwise, it must be obtained within 120 days of the start date.
Associate degree preferred.
Intermediate-to-expert user proficiency in Outlook, Microsoft Excel, Word, and PowerPoint preferred.
Experience supporting complex clients preferred.

Responsibilities

Partner with Account Executives on an assigned book of business and manage day-to-day service processes and outputs.
Support strategic, client-facing initiatives and lead each client’s renewal cycle.
Maintain effective, positive client relationships and serve independently in a client-facing capacity on matters of moderate importance and complexity.
Coordinate timely and accurate information flow between clients and account team members.
Manage client open-item lists and respond to ad hoc client requests.
Gather and analyze data, and draft assigned portions of stewardship reports and presentations tailored to the audience and circumstances.
Support and monitor renewals, engaging account team members as needed; draft quote comparisons where applicable and save binders, policies, and endorsements.
Where applicable, act as the primary point of contact with Aon Client Services, coordinating team activities and assigned processes to support efficient delivery and quality client deliverables.
Collaborate with Premium Accounting on client billing matters.
Handle routine and sophisticated coverage inquiries and endorsement requests.
Serve as a client liaison for certificates, auto IDs, location additions, invoices, Workers’ Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
Monitor and follow up on invoice generation, fee agreements, receivables, and collections, and address and resolve problems.
May guide and mentor a less senior account specialist and delegate work to support staff and Aon Client Services where applicable.
Ensure tools are understood and used, and perform related duties as assigned.