Hybrid Account Specialist II - Insurance & Client Renewal

Aon plc; New York (NY); On-site; USD 74,000 - 80,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Employee stock purchase plan

Long-term incentive awards

Medical, dental and vision insurance

Paid time off and holidays

Paid vacation

Job summary

Aon plc in New York is seeking an experienced Account Manager to partner with Account Executives on a book of business, manage day-to-day service processes, and lead renewal cycles to ensure a positive client experience.

The role requires insurance knowledge, strong communication, and the ability to coordinate with ACS and Premium Accounting, delivering accurate stewardship reports and timely responses to inquiries.

Qualifications

• 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 meet deadlines.
• Proficient in Outlook, Microsoft Excel, Word, and PowerPoint (intermediate to expert).
• High school diploma or equivalent required; Associate degree preferred.

Responsibilities

• Partner with Account Executives on assigned book of business and manage day-to-day service processes.
• Support strategic, client-facing initiatives and run renewal cycles for a positive client experience.
• Coordinate with client services teams to ensure timely, quality deliverables.
• Draft quote comparisons and maintain binders, policies, and endorsements.
• Serve as primary contact with ACS and collaborate with Premium Accounting on billing matters.
• Handle client inquiries, endorsements, certificates, invoices, and related items.
• Monitor invoicing, fee agreements, receivables and collections; resolve issues.
• Mentor less senior staff and ensure workflows meet deadlines.

Skills

Client relationship management

Communication

Analytical abilities

Attention to detail

MS Office

Education

Bachelor's degree or equivalent years of industry experience

High school diploma or equivalent

Associates degree preferred

Tools

Outlook

Excel

PowerPoint

Job description

Aon plc in New York is seeking an experienced Account Manager to partner with Account Executives on a book of business, manage day-to-day service processes, and lead renewal cycles to ensure a positive client experience.

The role requires insurance knowledge, strong communication, and the ability to coordinate with ACS and Premium Accounting, delivering accurate stewardship reports and timely responses to inquiries.