Account Specialist II - Hybrid, Bannockburn, IL

Aon plc; Illinois; Hybrid; USD 60,000 - 77,000; Full time

Job summary

Aon plc in Bannockburn, IL is seeking an Account Specialist II to join our hybrid office. You will resolve inquiries and manage tasks tied to renewals, invoices, and other ACS deliverables, ensuring accuracy and timeliness for clients.

You'll identify required documents, process endorsements, issue auto IDs, and collaborate with field offices and outsourced partners. Mentoring junior staff and maintaining system data will be key parts of the role, with focus on client satisfaction and compliant

Qualifications

• 2+ years of commercial insurance experience preferred.
• Property & Casualty broker license preferred; license within 6 months
• Strong communication with clients and internal teams
• Proficient in Excel and Word; basic VLOOKUP helpful

Responsibilities

• Identify and retrieve compliance docs for renewals, invoices, and filings.
• Process renewals, invoices, auto IDs, endorsements, and client requests.
• Mentor junior staff on complex account functions.
• Ensure Bridge and Broker Desktop records are accurate.
• Liaise with outsourced providers for timely outputs.
• Produce policy summaries and schedules after placement.
• Manage and complete special client projects.
• Participate in office and client visits.

Skills

Communication skills

Excel

Word

VLOOKUP

Attention to detail

Multi-tasking

Tools

Broker Desktop

Bridge system

Job description

Aon is Looking for an Account Specialist II!

We currently have a career opportunity for an Account Specialist II to work hybrid out of our Bannockburn, IL 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.

Your impact as an Account Specialist II!

Resolve inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and is accountable for more complex inquiries and client projects.

What the day will look like:

• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other ACS deliverables.
• Perform necessary activities or support in initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions and processing other client requests.
• Mentor and assist junior staff with more complex account functions.
• React to field office requests via Broker Desktop tools that require actions in a timely manner.
• Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail.
• Liaise and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.
• Upload, index or attach documents in Document Management System.
• Perform pre – renewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.).
• Help colleagues troubleshoot and resolve client issues within the ACS team..
• Upon policy placement creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.
• Manage; Monitor and complete special client projects.
• Participate in office and client visits

Skills and experience that will lead to success:

• 2 + years of commercial insurance experience highly preferred
• Property & Casualty brokers license highly preferred
• P&C license must be maintained or obtained within 6 months of hire
• Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
• Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.
• Must have strong Excel skills to import/export data, strong Word skills, some v-look up experience a plus.
• Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine.

Required:

• Customer Experience (CX) - Experienced
• Customer Relationship Management (CRM) - Experienced
• Customer Satisfaction - Experienced

Optional:

• Training Workshops - Intermediate
• Troubleshooting - Experienced
• Process Improvements - Experienced
• Customer Experience Transformation - Experienced
• Data Management - Experienced
• Operational Excellence - Experienced
• Operations Management - Experienced
• Data Analysis - Experienced
• Performance Analysis - Experienced
• Project Management - Intermediate
• Quality Control (QC) - Experienced
• Report Writing - Experienced
• Risk Management - Experienced
• Strategic Consulting - Intermediate
• Change Management - Intermediate
• Client Relationship Management - Experienced

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $60,000 - $77,000 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.

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.

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.