Account Specialist II

Full Time
Tampa, FL 33607
Posted
Job description
Aon is looking for an Account Specialist II in Miami or Tampa, FL !

Assists Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients (including complex clients) and undertaking the client [1] facing and internal activities related to these processes. Account Specialists will also assist Brokers as necessary particularly on Commercial Risk business.

This is a hybrid role with working on-site approximately 2 days per week in Miami or Tampa, FL

What the day will look like
Maintains effective and productive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. May act as placing broker on simple routine placements or renewals. When not performed within a broking unit, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions with the Brokerage Unit. Performs submission assembly/creation where assigned. Facilitates the timely and accurate flow of information between clients, AE and Broker account team members. Manages client open items lists and responds to client ad-hoc requests. Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. Actively supports and monitors the renewal process. At the direction of the Broker, drafts quote comparisons and follows 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 Account Specialist II Primary interface with PASC on client administration matters. 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, 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, Innovation, Results and Values. Ensures operational excellence, including adherence to service management requirements. Ensures tools are understood and used (including, but not limited to Broker Desktop, Bridge, Aon Avenue, Time Tracking, AonLine and Client Service Exchange. Monitors and follows-up on invoice generation, fee agreements, receivables and collections. Addresses and resolves problems. May provide guidance and mentoring to a less senior account specialist. Delegates work to support staff and ACS where applicable. Performs related duties as assigned

Skills and experience that will lead to success High school diploma or equivalent required. Associates degree preferred. Brokers license preferred, or to be obtained within 90 days of start date. Experience Typically at least 3-5 years of successful insurance experience, preferably with corporate accounts/customers. Proficiency in PC office products such as Word, PowerPoint, Excel and Outlook is required. Evidence of ability to become proficient in the use of Aon specific software tools
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows management of your wellbeing and work/life balance, ensuring your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging everyone 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."

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.

The salary range for this position is $47,000 to $70,000 annually. The actual salary will vary depending on applicant’s geographical location, education, experience, skills, and abilities, as well as internal equity and alignment with market data.

We offer:
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.

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