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Associate Account Specialist
at Aon in California
About Aon
Aon Corporation (NYSE:AON) is the leading global provider of risk management services, insurance and reinsurance brokerage, and human capital solutions and outsourcing. Through its more than 59,000 colleagues worldwide, Aon unites to deliver distinctive client value via innovative and effective risk management and workforce productivity solutions. Aon's industry-leading global resources and technical expertise are delivered locally in over 120 countries. Named the world's best broker by Euromoney magazine's 2008, 2009 and 2010 Insurance Survey, Aon also ranked highest on Business Insurance's listing of the world's insurance brokers based on commercial retail, wholesale, reinsurance and personal lines brokerage revenues in 2008 and 2009. A.M. Best deemed Aon the number one insurance broker based on revenues in 2007, 2008 and 2009, and Aon was voted best insurance intermediary 2007-2010, best reinsurance intermediary 2006-2010, best captives manager 2009-2010, and best employee benefits consulting firm 2007-2009 by the readers of Business Insurance.
Visit http://www.aon.com for more information on Aon and http://www.aon.com/unitedin2010 to learn about Aon's global partnership and shirt sponsorship with Manchester United.
Currently we have a career opportunity for an Associate Account Specialist in our San Francisco, CA office.
Position Summary:
Assists Account Executive and Unit Manager, managing key processes that serve clients and undertaking client-facing and internal activities and apply business knowledge to our clients' strategic goals.
Essential Duties:
Assist Account Executives and Account Service team by handling the creation of proposals, submissions and summaries.
Ensure clients are receiving certificates and policy documents in a timely manner.
Create and maintain orderly paper and electronic files; generate client installment invoices for mailing.
Arrange heavy executive calendar and schedule meetings; independently or as directed.
Serve as a liaison between Department Manager, Account Managers, and clients; maintaining daily communication and provide any information as needed to keep projects on track to meet deadlines.
Actively supports and monitors the renewal process
Assist with preparing proposals
Maintain and monitor policy checklist to ensure timely receipt of policies
Review policies against binders for accuracy
Maintain and monitor Schedule of Insurance and provide monthly updates to clients
Manages client open items lists
Responds quickly to client requests and works to provide appropriate information
Receives and manages routine endorsement requests
Ensures that the Aon Signature Service Standards are met and practiced throughout the client service process
Serves as key client liaison for items such as certificates, auto IDs, invoices, receivables and collections
Assist in preparing Stewardship Reports and Client Service Plans
Attend training as directed
Performs related duties as assigned
Required Skills and Experience:
Exceptional sales and negotiation skills. Excellent written and verbal communications skills. Self -starter with strong organizational skills. Property & Casualty licensed required within 6 months of hire date.
3+ years minimum experience in Commercial Lines as Insurance Coordinator/Technical Assistant or Account Specialist or CSR, preferably with corporate accounts.
Ability to prepare client and carrier documentation with clarity and brevity
Ability to understand the structure and content of insurance contracts
High aptitude for the use of technology
High aptitude for the use of Microsoft Office Applications (MS Word, Excel, PowerPoint)
Minimum education required : college degree preferred
Aon offers competitive compensation, exceptional benefits, continuing education & training, a unique internal advancement program, and tremendous potential with a growing worldwide organization.
Aon's professionals are unwavering in their client focus and integrity. We promote diversity, professional development, frugality and stewardship, applying a disciplined non-bureaucratic approach to help our clients realize their business potential. Drawing on our experienced team as a competitive advantage, Aon employees have the freedom to take risks, foster innovation, champion for change and replicate best practices.
Aon is an equal opportunity employer committed to a diverse workforce. M/F/D/V
DISCLAIMER:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
How to apply: DO NOT use the Apply Online button. Please copy and paste the following link into your browser address bar:
http://aon.contacthr.com/19366455
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