Account Specialist II - Hybrid/Multiple Locations

Aon CorporationDeerfield, IL
6d$55,000 - $75,000Hybrid

About The Position

Considering a job change? Take look at Aon! Our Private Risk Management team is looking for an Account Specialist II. This is a hybrid role, based out of one of the following locations: Jacksonville, FL; Bannockburn, IL; or Chicago, IL. Must have an active P&C license and proven experience in personal lines insurance, preferably with high net worth accounts/clients. The Account Specialist II will provide support to Account Executives on assigned accounts, managing- key processes, and undertaking client-facing and internal activities as they relate to the Aon Private Risk Management business group. This is achieved through effective communication and partnership with our internal and outsourced partners. 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 team and we are passionate about helping our colleagues and clients succeed.

Requirements

  • At least 3-5 years of successful personal lines insurance experience, preferably with high net worth accounts/clients
  • Active P&C license in home state
  • 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 operates in a fast‑paced, output‑driven environment that requires multitasking, quick response times, and the ability to perform non‑routine tasks
  • High School Diploma or GED required, Associate's degree preferred

Nice To Haves

  • CPRIA, ARM, or other relevant insurance designations are desirable

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

Benefits

  • 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.
  • In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.
  • 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.
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