Account Manager II - Hybrid/Boston, MA

Aon; Boston (MA); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

401(k) with employer contributions

Employee stock purchase plan

Medical, dental & vision insurance

Paid time off & holidays

Job summary

Aon is seeking an Account Manager II in Boston to partner with Account Executives, manage day-to-day service processes, and drive successful renewal cycles. You will support client-facing initiatives, draft stewardship materials, and coordinate with ACS and Premium Accounting to ensure quality deliverables.

Ideal candidates have 3+ years in Commercial Risk, an active Property & Casualty license, and strong Excel and communication skills for effective client management.

Qualifications

• 3+ years of insurance experience, preferably in Commercial Risk in an Account Management role.
• Active Property & Casualty Insurance license is required.
• Excel experience is required.
• Ability to maintain effective relationships with clients and colleagues.

Responsibilities

• Partner with Account Executives to manage day-to-day service and renewals.
• Serve as primary client liaison and coordinate with ACS and Premium Accounting.
• Monitor invoices, receivables, and collections; resolve billing issues.
• Draft stewardship reports and client presentations.
• Mentor and guide junior staff as needed.
• Ensure timely information flow between clients and the account team.

Skills

Client relationship management

Data analysis

Renewal process coordination

Client communications

Billing & invoicing

Mentoring junior staff

Excel proficiency

Education

Property & Casualty license

3+ years insurance experience

Tools

Excel

Job description

Do you have experience in Commercial Risk? Are you an inquisitive, organized, meticulous individual who would like to apply their experience to our dynamic and engaging industry? If so, this may be the next step in your career!

The Account Manager II role is hybrid and based out of our Boston, MA 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 team and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client's renewal cycle, ensuring a positive and productive client experience.

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.
• Facilitates the timely and accurate flow of information between clients, and account team members, keeping all parties informed.
• Handles client open items lists and respond 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, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down 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:

• 3+ years of insurance experience required (preferably within Commercial Risk and in an Account Management role)
• Active Property & Casualty Insurance license required
• Excel experience required
• Ability to maintain effective and positive relationships with clients and colleagues
• Effective organization and time management skills
• Ability to communicate effectively, orally and in writing
• Effective presentation skills
• Ability to handle multiple, non-congruent tasks simultaneously

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $90,000 - $105,000. 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.

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.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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

A summary of all the benefits offered for this position:

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.