Account Specialist I, Construction - Hybrid/Green Bay, WI
CLM Dallas Chapter · Green Bay, WI · 1 mo ago
Hybrid$55k–$65k/yrPart-time
About the role
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Aon Risk Solutions Construction group in Green Bay, WI. This position will support Account Specialists and Account Executives in a team-environment. This is a hybrid role based out of our Green Bay, WI office.
Responsibilities
- Work with Aon proprietary policy management system
- Aid in marketing of new, renewal and additional business
- Gather and analyze exposure and loss data for submissions
- Handle processing of policy change requests; pending for receipt of requested endorsements
- Policy checking; assist with checking in of quotes
- Pend for audits/dividends and retro calculations from carriers
- Invoicing
- Review contracts for insurance-related requirements for incoming certificate requests
- Wage Modification Factor Calculation
- Set up initial pre-renewal summary and renewal proposals
- Ensure compliance with all Aon Signature Service standards throughout Client Service Loop process
- Assist teams as needed (i.e. backup on certificates or other teams)
- Responsible for ensuring superior client service is granted to each and every client according to Aon-established timelines and processes
Requirements
- Maintain or be prepared to obtain a valid Property/Casualty License - WI within 6 months of start date
- Excellent computer skills including Microsoft Office Suite
- Strong organizational and project management skills along with ability to multi-task and prioritize workload
- Demonstrate strong interpersonal and communication skills, oral and written
- Detail Oriented
- Maintain experience working in various types of settings including independently and in a team environment
Preferred Experience
- Bachelor's Degree or prior insurance industry experience
- Property & Casualty Insurance License (state of WI)
- Equivalent office/customer service work experience
Skills
- Excellent computer skills including Microsoft Office Suite
- Strong organizational and project management skills
- Interpersonal and communication skills, oral and written
- Detail Oriented
- Experience working in various types of settings including independently and in a team environment
Benefits
- A 401(k) savings plan with employer contributions
- An employee stock purchase plan
- Consideration for long-term incentive awards at Aon's discretion
- Medical, dental and vision insurance
- Variety of types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave 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, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions
Pay
The salary range for this position (intended for U.S. applicants) is $55,000 - $65,000. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.
Schedule
This is a hybrid role based out of our Green Bay, WI office.