Account Manager I - Hybrid/Boston, MA

About the role

Do you have experience in Commercial Risk? Are you an inquisitive, organized, meticulous individual who would like to apply their experience to our dynamic and engaging industry? If so, this may be the next step in your career!

The Account Manager I role is hybrid and based out of our Boston, MA office. Aon is in the business of better decisions; 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 team and we are passionate about helping our colleagues and clients succeed.

Responsibilities

• Maintains effective and positive relationships with clients.
• Serves independently in a client-facing capacity on matters of moderate importance and complexity.
• Facilitates the timely and accurate flow of information between clients, and account team members, keeping all parties informed.
• Handles 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, engaging with account team members as necessary.
• May draft quote comparisons and is responsible for saving down binders, policies, and endorsements.
• Where applicable, serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables.
• Primary collaborator with Premium Accounting on client billing matters.
• Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
• Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
• 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.
• Ensures tools are understood and used.
• Performs related duties as assigned.

Qualifications

• 1+ years of insurance experience required (preferably within Commercial Risk and in an Account Management role)
• Property & Casualty brokers license preferred, or to be obtained within 120 days of start date
• Excel experience required
• Ability to maintain effective and positive relationships with clients and colleagues
• Effective organization and time management skills
• Ability to communicate effectively, orally and in writing
• Effective presentation skills
• Ability to handle multiple, non‑congruent tasks simultaneously

Benefits

• 401(k) savings plan with employer contributions
• 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