Executive Benefits Specialist
Aon is a global leader in shaping decisions to protect and enrich lives. This hybrid role offers flexibility to work virtually and from our Atlanta, GA, Dallas, TX, or Philadelphia, PA offices, with potential for a fully virtual arrangement for strong candidates.
About the role
As an Executive Benefits Specialist, you will support the day-to-day administration of nonqualified deferred compensation (NQDC) plans and corporate owned life insurance (COLI) programs. You will work closely with plan participants, clients, and internal teams to deliver accurate and timely service.
Aon’s Executive Benefits practice has been a leader in the design and administration of executive benefit programs for over 40 years. In this role, you will gain hands-on experience supporting executive-level plans, participant communications, data management, and administrative processes as part of a collaborative team.
Responsibilities
- Manage plan administration activities, including annual enrollments and participant communications
- Serve as a primary contact for participants, responding to inquiries and processing plan transactions
- Maintain plan documentation and ensure records are accurate and up to date
- Perform data audits and prepare client reports using databases and Excel
- Deliver high-quality, accurate work across multiple client engagements
- Build effective working relationships with clients and internal stakeholders
- Support revenue forecasting and reconciliation activities
- Identify opportunities for process improvement and assist in implementing solutions
- Follow established procedures to ensure quality, consistency, and cost control
- Continuously build knowledge of executive benefits and related products
Requirements
- Bachelor’s degree in Business, Finance, Accounting, or related field (or equivalent experience)
- 2–5 years of professional experience
- Working knowledge of Microsoft Excel and Word, with the ability to quickly build advanced skills
- Strong written and verbal communication skills
- High attention to detail and accuracy
- Strong organizational and time management skills
- Analytical and problem-solving abilities
Preferred Qualifications
- Exposure to life insurance or NQDC plan administration
- Experience using Excel formulas such as VLOOKUP, SUMIF, FILTER, SORT, and date functions
Pay
The salary range for this position (U.S. applicants) is $50,000 - $65,000 annually. The actual salary will vary based on education, experience, skills, abilities, internal equity, and geographic location.
Benefits
- 401(k) savings plan with employer contributions
- Employee stock purchase plan
- Consideration for long-term incentive awards
- Medical, dental, and vision insurance
- Various types of leaves of absence, including 12 paid holidays, 15 days of paid vacation, and paid sick leave as provided under state/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, supplemental life, and AD&D insurance
- Optional personal insurance policies
- Adoption assistance
- Tuition assistance
- Commuter benefits
- Employee assistance program with free counseling sessions
- Two “Global Wellbeing Days” each year
- Continuous learning culture with opportunities to learn, share, and grow