Account Specialist II (hybrid/San Francisco, CA)

Company: Aon Hewitt
Location: San Francisco
Posted on: November 12, 2024

Job Description:

Do you have great experience working in the Commercial Risk space? Do you enjoy working in a team-oriented and collaborative environment? If so, this could be an outstanding role for you!This is a hybrid role based out of our San Francisco, CA 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 Commercial Risk business.Skills and experience 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 list 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.
• 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 Accounts 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:
  • High School Diploma or GED
  • Associates degree preferred
  • Insurance experience preferred
  • P&C license preferred, or to be obtained within 120 days of start datePay 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: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, various 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. Eligibility for benefits is governed by the applicable plan documents and policies.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!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.
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Keywords: Aon Hewitt, Tracy , Account Specialist II (hybrid/San Francisco, CA), Other , San Francisco, California