Account Specialist II, Aon Global Client Network

Aon Corporation•New York, NY

7d•Hybrid

About The Position

The Account Specialist II supports Aon Global Client Network clients by partnering with Account Executives on an assigned book of business, managing day-to-day service processes, contributing to client-facing initiatives, and coordinating client renewals. The role serves clients independently on matters of moderate importance and complexity, facilitates communication among clients and account teams, and helps deliver accurate, timely service across insurance and account-management activities. The position works 2–3 days per week from Aon’s New York City office.

Requirements

Bachelor’s degree or equivalent years of industry experience.
At least 3 years of insurance experience.
Strong verbal and written communication skills and analytical abilities.
Ability to work under pressure with attention to detail.
Team-oriented, self-starting approach and ability to organize, prioritize, monitor, and control workflow deadlines while remaining flexible.
Proficiency in Outlook, Microsoft Excel, Word, and PowerPoint.

Nice To Haves

Insurance experience in an Account Management role.
Property & Casualty broker’s license; if not already held, it is to be obtained within 90 days of the start date.
Intermediate-to-expert proficiency in Outlook, Microsoft Excel, Word, and PowerPoint.
Experience supporting complex clients.
Associate degree.

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 manage each client’s renewal cycle.
Maintain effective, positive client relationships and independently handle client-facing matters of moderate importance and complexity.
Facilitate 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 audience-appropriate presentations.
Support and monitor renewals, coordinate with account team members, prepare quote comparisons when needed, and save binders, policies, and endorsements.
Where applicable, act as the primary point of contact with Aon Client Services and coordinate client-service activities to support efficient processes and quality 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, insurance summaries, and policy transmittals.
Monitor and follow up on invoice generation, fee agreements, receivables, and collections, and address and resolve problems.
May guide and mentor less senior account specialists and delegate work to support staff and Aon Client Services where applicable.
Ensure tools are understood and used, and perform related duties as assigned.