Account Specialist II, Aon Global Client Network
Core
Partner with Account Executives to manage day-to-day service processes, support strategic client initiatives, and run the renewal cycle for a book of business.
Role type
Account Specialist (Insurance)
Builds
Client service processes, stewardship reports, and policy documentation
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, data gathering and analysis, renewal process management, billing coordination, coverage inquiry handling, policy administration
Preferred skills
Property & Casualty broker's license, experience with complex clients, mentoring less senior staff
Technologies
Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Manage day-to-day service processes and outputs, run point on client renewal cycles, handle routine and sophisticated coverage inquiries, coordinate with Account Services and Premium Accounting, monitor invoice generation and collections, draft quote comparisons and policy documents, provide guidance to less senior staff
Seniority
Mid-level, individual contributor