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Account Specialist I
 Aon | |
 United States, New York, Victor | |
| 7910 Lehigh Crossing (Show on map) | |
 May 27, 2022 | |
| Aon has an exciting Account Specialist opportunity This is a hybrid role working in-office and remote and may be in Lincolnshire or Chicago IL or the Victor NY office locations. The Account Specialist assists Account Executives and Brokers on assigned accounts, handling key processes and undertaking client facing and internal activities as they relate to our commercial risk business. This is achieved through effective communication and partnership with our internal and outsourced Aon Client Services partners. We value input feedback and innovative suggestions from our Account Specialists Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. Account Specialist Job Responsibilities include: Maintaining effective and positive relationships with clients. Performing vital activities to support Account Executive/Broker team with initiating, marketing and processing renewals, processing client invoices, requesting auto IDs and assisting with surplus lines processes Will help resolve account discrepancies, initiate endorsement requests and process other client requests and account servicing functions. Drafts quote comparisons and follows up for binders, policies and endorsements at the direction of the Broker or Account Executive Ensures the system of record (Bridge & Broker Desktop) is accurate and current to ensure client needs and outputs will be produced according to guidelines and policy detail. Manages client open items lists and responds to client ad-hoc requests. Where applicable, serves as the primary interface with Aon Client Services (ACS), coordinating activities of the team to ensure key processes assigned are performed effectively. Key client liaison for items such as certificates if insurance, auto ID's, location additions, invoices, Workers Comp posting notices, allocations, premium finance agreements, summaries of insurance and policy transmittals. Skills and experience that will lead to success: 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. 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: 1-3 years of commercial insurance/office experience a plus, will also consider recent college graduates. Strong verbal and written communication skills Proficiency and experience using Microsoft Office or G Suite products Property and Casualty license preferred, must be acquired with three months of hire P&C licensing and costs associated with the coursework, will be paid by Aon! Education: High School required; Bachelor's degree preferred How we support our colleagues 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. #LI-PR1 2508621 | |