Account Specialist II

San Francisco, CA, United States

Considering a job change? Take a look at Aon! Our commercial risk team in San Francisco is looking for an Account Specialist II.

This is a hybrid role based out of our San Francisco office.

Aon is in the business of better decisions

At Aon, 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Assist the Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients (including complex clients) and undertaking the client-facing and internal activities related to these processes. Account Specialists will also assist Brokers as necessary particularly on Commercial Risk business.

How this opportunity is different

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.

Skills that will lead to success

Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity.

Performs submission assembly/creation where assigned. Facilitates the timely and accurate flow of information between clients, and account team members.

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. At the direction of the Broker, drafts quote comparisons and follows up for 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.

Education and Experience:

High school diploma or equivalent required

1 - 2 years of previous commercial insurance experience preferred

Property & Casualty brokers license preferred, or to be obtained within 120 days of start date

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $70,000 - $90,000. 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.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: 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. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with Company policy and practices. Various other types of leaves of absence; 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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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