Aon is looking for an Account Specialist in New York City!
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Specialty and Middle Market practice within the New York City office.
Your impact as an Account Specialist
As an Account Specialist II, your job is to work closely with our diverse team of colleagues to ensure outstanding client service and risk consulting. Assisting Account Executives, leading key processes that serve clients and undertaking the client-facing and internal activities related to these processes is a large part of the role. The ability to work in a fast-paced environment and attention to detail are a plus in the position.
Job Responsibilities:
- Maintains effective and productive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity.
- Facilitates the timely and accurate flow of information between clients, AE and Broker account team members.
- Follow up for binders, policies and endorsements.
- Where applicable, serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively and quality of client deliverables.
- Receives and manages routine and complex coverage inquiries and endorsement requests.
- Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, WC posting notices, ad-hoc endorsement requests, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
- Collaborate with brokerage teams, ACS and Accounting Team (PASC) to help resolve accounting discrepancies.
- Undertake various duties as assigned including completing special client projects.
- Help colleagues & clients troubleshoot and resolve basic certificate of insurance, invoicing, policy issuance issues.
- Complete schedules of insurance, program graphic, open items, renewal strategy and proposal documentation for clients within service standards timeframe. Electronically store all pertinent client data and correspondence in the shared drive.
- Adheres to service management requirements (Aon Compliance requirements, Client Service Standards, etc.). Monitors and follows-up for prompt invoice generation, fee agreements, receivables, allocations, addressing Notices of Cancellations and collections.
- Actively supports and monitors the renewal process and coordinates the assembly of the Renewal Strategy and Renewal Proposal with the Account Executives and Brokers.
To Be Qualified for This Role:
- 1-3 years of commercial insurance experience
- Bachelor’s degree is preferred but will consider a high school diploma with relevant work experience.
- Organizational, interpersonal, and project management skills with an ability to multi-task and prioritize workload with attention to detail.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
- Must be willing and qualified to obtain (within 90 days of Aon employment) and maintain a Property & Casualty license.
The target salary range for this position is $65,000 – $85,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
We offer you
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, adoptioin 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 a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!
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.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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