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Aon

Global risk, retirement, health solutions provider

Account Specialist 2

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeBannockburn, IL, USA

About the Job

Requirements

  • Maintain or obtain a Property and Casualty license within six months of hire.
  • Communicate effectively in writing and verbally with internal and external clients about client-servicing activities.
  • Understand operational processes and methodologies and work effectively with moderate guidance and supervision.
  • Use Excel to import and export data, and use Word; some VLOOKUP experience is a plus.
  • Operate effectively in a fast-paced, output-driven environment that requires multitasking, quick reactions, and handling non-routine tasks.
  • Have experienced-level customer experience, customer relationship management, and customer satisfaction skills.

Responsibilities

  • Resolve inquiries across Aon Client Services service delivery, including output delivery and basic invoice inquiries, and handle more complex inquiries and client projects.
  • Identify and retrieve compliance documentation needed to process renewals, invoices, surplus lines filings, and other Aon Client Services deliverables.
  • Initiate renewals, process invoices, issue auto IDs and emergency certificates, process surplus lines, resolve premium account discrepancies, initiate endorsements, process vehicle suspensions, and handle other client requests.
  • Mentor and assist junior staff with complex account functions.
  • Respond promptly to field-office requests using Broker Desktop tools.
  • Keep Bridge and Broker Desktop system-of-record information accurate and current so outputs and client deliverables meet guidelines and policy details.
  • Liaise with outsourced providers to ensure timely, high-quality outputs.
  • Upload, index, or attach documents in the Document Management System.
  • Conduct pre-renewal account reviews with field offices to meet client timelines and ensure the accuracy of certificates, invoices, endorsements, and other deliverables.
  • Help colleagues troubleshoot and resolve client issues within the Aon Client Services team.
  • After policy placement, create policy summaries and schedules of insurance, calculate premium allocations, and quality-review post-placement outputs.
  • Manage, monitor, and complete special client projects.
  • Participate in office and client visits.

Desired Qualifications

  • Two or more years of commercial insurance experience are highly preferred.
  • A Property and Casualty broker's license is highly preferred.
  • Intermediate training workshop skills; experienced troubleshooting, process improvement, customer experience transformation, data management, operational excellence, operations management, data analysis, performance analysis, quality control, report writing, risk management, and client relationship management; and intermediate project management, strategic consulting, and change management skills are optional.
  • Some VLOOKUP experience is a plus.

About the Company

Aon

Global risk, retirement, health solutions provider

Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals by offering consulting, brokerage, and software. It uses data and analytics to tailor insights across risk assessment, benefits design, and workforce optimization. Its global, diversified service mix and data-driven approach allow it to deliver more integrated risk, retirement, and health solutions than firms focusing on a single area. Its goal is to shape decisions for the better and protect and enrich lives worldwide.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1919

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