Account Specialist I - Hybrid/Bannockburn, IL

About the role

Aon is looking for an Account Specialist I to join their team in Bannockburn, IL. This role involves resolving inquiries related to Aon Client Services, managing renewals, invoices, and other deliverables, and mentoring junior staff.

Responsibilities

• Resolve inquiries associated with all aspects of Aon Client Services (e.g. output delivery, basic invoice inquiries, etc.)
• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filings, and other ACS deliverables
• Perform necessary activities or support in initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions, and processing other client requests
• Mentor and assist junior staff with more complex account functions
• React to field office requests via Broker Desktop tools that require actions in a timely manner
• Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail
• Liaise and be responsive to inquiries from outsourced providers to manage and ensure the timeliness and quality of outputs
• Upload, index, or attach documents in Document Management System
• Perform pre-renewal account reviews with the field office to meet client expectations related to timelines and accuracy of deliverables (certificates, invoices, endorsements, etc.)
• Create policy summaries, schedules of insurance, calculate premium allocations, and provide quality review of all post-placement outputs
• Manage, monitor, and complete special client projects

Requirements

• 1-3 years of commercial insurance/office experience (a plus)
• Ability to effectively communicate both verbally and in writing 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-lookup experience a plus
• Successfully operates in a fast-paced output-driven environment that requires staff members to multi-task, react quickly, and perform tasks that are not routine
• Maintain appropriate insurance brokers license or obtain within 6 months of hire

Skills

• Commercial insurance/office experience
• Effective communication skills
• Understanding of operation processes and methodologies
• Strong Excel and Word skills
• Ability to multi-task and react quickly

Benefits

The salary range for this position (intended for U.S. applicants) is $50,000.00 - $65,000.00 annually. 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
• 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, optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions