Account Specialist II

$53,300 - $88,900/Yr

AON - Grand Rapids, MI

Full-time - Entry Level

Hybrid - Grand Rapids, MI

Professional, Scientific, and Technical Services

About the position

The Account Specialist II role at Aon is designed for individuals with experience in the Commercial Risk space who thrive in a collaborative environment. This hybrid position involves supporting Account Executives and Associate Account Executives in managing client accounts, facilitating communication, and ensuring the timely delivery of services. The role emphasizes building strong relationships with clients and internal teams while handling various client-facing tasks and processes.

Responsibilities

• Assist Account Executives and Associate Account Executives on assigned accounts.
• Manage key processes that serve clients, including complex clients.
• Undertake client-facing and internal activities related to account management.
• Support Brokers on Commercial Risk business as necessary.
• Maintain effective and positive relationships with Account Executives and clients.
• Facilitate the timely and accurate flow of information between clients and account team members.
• Handle client open items lists and respond to client ad-hoc requests.
• Support and monitor the renewal process, prepare client deliverables, and follow up for binders, policies, and endorsements.
• Serve as the primary point of contact with Aon Client Services (ACS) when applicable.
• Collaborate with Premium Accounting on client billing matters.
• Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
• Serve as key client liaison for various client documentation and requests.
• Monitor and follow up on invoice generation, fee agreements, receivables, and collections.
• Provide guidance and mentoring to less senior account specialists and delegate work as needed.
• Ensure tools are understood and used effectively.

Requirements

• 3-5 years of commercial insurance experience preferred.
• Property & Casualty broker's license preferred, or to be obtained within 120 days of start date.
• Ability to effectively communicate both verbally and in writing with external and internal clients.
• Proficient in Word, PowerPoint, and Excel.
• High School Diploma or equivalent required.
• Associates degree preferred.

Benefits

• 401(k) savings plan with employer contributions
• Employee stock purchase plan
• Medical, dental, and vision insurance
• Paid time off including 12 paid holidays and 15 days of paid vacation per year
• Paid sick leave
• Short-term 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
• Adoption assistance
• Tuition assistance
• Commuter benefits
• Employee assistance program with free counseling sessions
• Global Wellbeing Days for personal time off
• Flexible working style solutions