Account Specialist II, Aon Global Client Network

Aon; New York (NY); Hybrid; USD 74,000 - 80,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Health insurance (medical, dental, and

Vision insurance

Paid holidays

Paid vacation

Paid sick leave

Short-term disability

Long-term disability

Health savings account

Commuter benefits

Life insurance

Tuition assistance

Job summary

Aon plc in New York is seeking an Account Management professional to partner with Account Executives, manage day-to-day service processes, and drive renewal cycles. The role emphasizes cross-functional collaboration, data analysis, and strong client communication to deliver high-quality services.

Applicants should have 3+ years in insurance, a commensurate license if possible, and proven ability to handle complex client needs within a hybrid NYC office setup.

Qualifications

• 3+ years of insurance experience in account management
• P&C broker's license preferred or to be obtained within 90 days of start date
• Strong verbal and written communication skills and analytical abilities
• Ability to work under pressure with attention to detail
• Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines
• Proficient in Outlook, Microsoft Excel, Word, and PowerPoint
• High school diploma or equivalent required; Associates degree preferred
• Experience supporting complex clients is preferred

Responsibilities

• 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
• May draft quote comparisons and save down binders, policies, and endorsements
• Coordinate activities of the client service team and ACS to ensure key processes are performed efficiently
• Collaborate with Premium Accounting on client billing matters
• Handle routine and sophisticated coverage inquiries and endorsements
• Serve as key client liaison for certificates, auto IDs, location additions, invoices, and notices
• Monitor and follow-up on invoice generation, fee agreements, receivables, and collections
• Provide guidance to less senior account specialists and delegate tasks as applicable
• Ensure tools are understood and used

Skills

Client relations

Renewal management

Data analysis

Communication

Excel

Outlook

Licenses

Education

Bachelor's degree

High school diploma

Associates degree preferred

P&C broker's license preferred

Tools

Outlook

Excel

Word

PowerPoint

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. Aon's Global Client Network (AGCN) is comprised of dedicated teams of risk advisors who are located in over 80 key locations throughout the world and who are charged with helping global organizations identify and manage various types of risks which impact their businesses. Aon Global Client Network provides our global clients with counsel and advice at the local and international level, global market access and leverage which facilitate creative, innovative cross-border solutions, and thought leadership and knowledge sharing that empowers strategic global risk management engagement.

This role requires working 2-3 days a week from our NYC 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

What makes this opportunity different is the combination of meaningful client impact and Aon's collaborative culture. In this role, you'll work closely with colleagues across geographies and solution lines, leveraging Aon's tools and deep expertise to deliver great outcomes for clients-while benefiting from a supportive environment that prioritizes continuous learning, career development, and personal wellbeing.

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.
• 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: Bachelor's degree or equivalent years of industry experience.

• 3+ years of insurance experience required (preferably in an Account Management role)
• Property & Casualty broker's license strongly preferred, or to be obtained within 90 days of start date
• Strong verbal and written communication skills and analytical abilities
• Ability to work well under pressure with attention to detail
• Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible
• Proficient in Outlook, Microsoft Excel, Word, and PowerPoint (intermediate to expert user level preferred)
• High school diploma or equivalent required
• Associates degree preferred
• Experience supporting complex clients is preferred

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.

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $74,000 - $80,000 annually. 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.
The salary range reflected is based on a primary work location of New York. The actual salary may vary for applicants in a different geographic location.

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.

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