Senior Specialist II

Aon Insurance and Reinsurance Brokers Philippines, Inc; Makati; On-site; PHP 500,000 - 780,000; Full time

Job summary

Aon Philippines is seeking a Senior Specialist II to support invoicing, certificates, and payment processes for clients and insurers. You will manage invoice requests, transmit to clients, maintain filing, and monitor payment statuses to ensure accuracy.

The role requires organizational, communication and Excel skills, with experience in administrative tasks, reporting, and cross-team collaboration to deliver timely service.

Qualifications

• Undergraduate degree or equivalent experience.
• Proficient in MS Word, Excel, and PowerPoint.
• Working knowledge of office equipment and office management tools.
• Able to communicate clearly, both verbally and in writing.
• Background in encoding, monitoring and following up of payments.
• Strong organizational skills with problem solving attitude.
• Good attention to detail.
• Good time management delivering reports and addressing client concerns.
• Collaborate effectively with colleagues.

Responsibilities

• Requesting and following up on invoices from insurers by business unit.
• Transmit invoices to clients via email by business unit.
• Provide hard copies of invoices upon client request.
• Review Certificates of Insurance, policies, and invoices for completeness and accuracy.
• Maintain organized filing system and proper document retention.
• Monitor payment status, CWT status, payment terms or PPW, and remittances to Aon Re.
• Validate invoices against payments and communicate discrepancies.
• Update payment details in monitoring file.
• Coordinate payment-related matters with insurers.
• Raise booking requests via Inflow per procedures.
• Upload pre-billing requirements via DMI.
• Provide booking confirmations to account executive.
• Assist in client code creation via Client Capture.
• Update client changes via Client Capture.
• Respond to inquiries from clients and account management team timely and professionally.
• Manage phone calls and business correspondence.
• Prepare and submit reports and presentations on time.
• Provide administrative support to account management and colleagues.
• Collaborate with internal teams for seamless service delivery.
• Reconcile AR with insurers and payment operations.

Skills

Communication

Organization

Attention to detail

Time management

Team collaboration

Administrative skills

Education

Undergraduate degree or equivalent

Tools

MS Word

MS Excel

MS PowerPoint

Office equipment

Job description

Senior Specialist II

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

• Responsible for requesting and following up on invoices from insurers by business unit.
• Responsible for transmitting invoices to clients via email by business unit.
• Responsible for providing hard copies of invoices upon client request.
• Reviews Certificates of Insurance, policies, and invoices issued by insurers to ensure completeness and accuracy.
• Develops and maintains an organized filing system, including the proper saving and retention of documents in the shared folder.
• Monitors payment status, CWT status, payment terms or PPW, and remittances to Aon Re.
• Validates invoices against payments and expenses to ensure accuracy, and communicates any discrepancies to the relevant business unit or client.
• Updates and maintains payment details in the monitoring file.
• Coordinates payment-related matters with insurers.
• Raise booking request via Inflow in accordance with established procedures.
• Uploads pre-billing requirement via DMI
• Provides booking confirmation to the account executive
• Assist in the request for client code creation via Client Capture
• Updates any client changes, changes on servicers or client roll ups via Client Capture
• Responds to inquiries from clients and the account management team in a timely and
• professional manner.
• Manages phone calls and business correspondence, including emails and formal letters.
• Prepares and submits reports and presentations within required timelines, as assigned.
• Provides administrative support to account management and colleagues as required.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction
• Reconciliation of AR with insurers and payment operations
• Other function as maybe required

How this opportunity is different

We are looking for a dedicated individual to join us as aSenior Specialist II at Aon Philippines, offering you a real opportunity to further develop your capabilities. You will be involved in a variety of projects and clients playing a key role in helping to shape the future of their companies.

This role is focused on supporting internal clients and external partners in the delivery of value to clients. Responsibilities will require you to think creatively to develop new and innovative strategies for clients by generating and presenting valuable and concrete insights that are relevant to their needs and to the wider Aon business.

This is a great opportunity to become a fundamental member of a highly professional and diverse team. Aon is a global organization which strives to provide meaningful career paths for its employees. Come on board and reap the rewards.

Skills and experience that will lead to success

• Candidates with an undergraduate degree or equivalent experience (graduate of any 4 – year course)
• Proficient in MS Word, Excel, and PowerPoint
• Has working knowledge of office equipment and office management tools
• Able to communicate clearly, both verbally and in writing
• Has background in administrative activities such as encoding, monitoring and following up of payments
• Strong organizational skills with problem solving attitude
• Has good attention to details
• With good time management skills specially on delivering reports and answering client's concerns within the agreed timeline
• Can collaborate effectively with colleagues

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.

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••••@Aon.com