Account Manager II - Hybrid/Tampa or Miami, FL
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 are passionate about helping colleagues and clients succeed.
About the role
This is a hybrid role based out of our Tampa, FL or Miami, FL office. As an Account Manager II, you will partner with Account Executives on an assigned book of business, manage day-to-day service processes and outputs, support strategic client-facing initiatives, and run point on each client’s renewal cycle to ensure a positive and productive client experience.
This opportunity combines meaningful client impact with Aon’s collaborative culture. You’ll work closely with colleagues across geographies and solution lines, leveraging Aon’s tools and deep expertise to deliver great outcomes for clients while benefiting from a supportive environment that prioritizes continuous learning, career development, and personal wellbeing.
Responsibilities
- Maintain effective and positive relationships with clients.
- Serve independently in a client-facing capacity on matters of moderate importance and complexity.
- Facilitate the timely and accurate flow of information between clients and account team members, keeping all parties informed.
- Handle client open items lists and respond to client ad-hoc requests.
- Gather and analyze data and draft assigned elements of stewardship reports and other presentations tailored to the audience and circumstances.
- Actively support and monitor the renewal process, engaging with account team members as necessary.
- Draft quote comparisons and save down binders, policies, and endorsements.
- Serve as the primary point of contact with Aon Client Services (ACS), coordinating activities to ensure key processes are performed efficiently and deliverables meet quality standards.
- 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 certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
- Monitor and follow up on invoice generation, fee agreements, receivables, and collections.
- Address and resolve problems.
- Provide guidance and mentoring to less senior account specialists.
- Delegate work to support staff and ACS where applicable.
- Ensure tools are understood and used.
- Perform related duties as assigned.
Requirements
- 3+ years of insurance experience required (preferably in an Account Management role).
- Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date.
- Strong verbal and written communication skills and analytical abilities.
- Ability to work well under pressure with attention to detail.
- Team-oriented self-starter with the ability to organize, prioritize, monitor, and control workflow deadlines while remaining flexible.
- Proficient in Outlook, Microsoft Excel, Word, and PowerPoint (intermediate to expert user level preferred).
- High school diploma or equivalent required; Associate’s degree preferred.
- Experience supporting complex clients is preferred.
Pay
The salary range for this position (U.S. applicants) is $70,000 - $84,000. The actual salary will vary based on education, experience, skills, abilities, internal equity, and alignment with market data. The salary may also be adjusted based on geographic location. For positions in San Francisco and Los Angeles, we consider qualified applicants with arrest and conviction records in accordance with local Fair Chance ordinances.
Benefits
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including:
- 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, including 12 paid holidays, 15 days of paid vacation per year, and paid sick leave as provided under state and local 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 and tuition assistance.
- Commuter benefits.
- Employee assistance program with free counseling sessions.
Eligibility for benefits is governed by the applicable plan documents and policies.