Hybrid Account Specialist II: Global Client Risk & Renewals

Aon plc; 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

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.