We currently have an exciting career opportunity for an Account Specialist I to work hybrid out of either our Bannockburn, IL or Victor, NY office.

REQUIRED EXPERIENCE:

• Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
• Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.
• Must have strong Excel skills to import/export data, strong Word skills, some v-look up experience a plus.
• Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine.

PREFERRED EXPERIENCE:

• Early careers position, 1-3 years of commercial insurance/office experience preferred; will also consider recent college graduate
• Property & Casualty brokers license preferred, or to be obtained within 6 months of hire

EDUCATION:

• Bachelor’s degree is preferred, but will consider a high school diploma with 1 – 3 years of commercial insurance experience.

AON IS NOT ACCEPTING UNSOLICITED RESUMES FROM SEARCH FIRMS FOR THIS POSITION. IF YOU ARE A SEARCH FIRM, YOU WILL NOT BE COMPENSATED IN ANY WAY FOR YOUR SUBMISSION OF A CANDIDATE, EVEN IF AON HIRES THAT CANDIDATE.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

• Maintains effective and productive relationships with clients.
• Perform necessary activities to support Account Executive/Broker team with initiating, marketing and processing of renewals, processing client invoices, requesting auto IDs, assisting with surplus lines processes, resolving account discrepancies in cooperation with PASC, initiating endorsement requests and processing other client requests and account servicing functions.
• At the direction of the Account Executive/Broker, drafts quote comparisons and follows up for binders, policies and endorsements.
• Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
• Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client goals will be produced according to guidelines and policy detail.
• Manage client open items lists and responds to client ad-hoc requests.
• Where applicable, serves as the primary collaborator with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively.
• Act as the primary collaborator to PASC on client administration matters.
• Serves as key client liaison for items such as certificates, auto ID’s, location additions, invoices, WC posting notices, allocations, premium finance agreements, summaries of insurance and policy transmittals.
• Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovations, Results and Values.
• Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology)