Account Specialist I

Aon is looking for an Account Specialist I

This is a hybrid role out of our Fort Washington, PA 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Retention :

• Risk Assessment : Analyzing client accounts to identify potential risks or changes in circumstances that may affect their insurance needs and offering suitable solutions to address these concerns.
• Policy Reviews : Conducting policy reviews with clients to ensure their coverage aligns with their risk exposure and financial goals, making recommendations for adjustments or enhancements as needed.
• Proactive Client Outreach : Reviewing upcoming renewal and following renewal follow-up cadence to assist firms with successfully renewing their policy prior to the policy expiration date.

Onboarding : Welcoming new clients into the program, addressing questions, ensuring they understand both the product they’ve purchased, and other solutions and resources available to them .

Helping firms understand and prepare for the upcoming renewal.

Administrative Client Work : Contacting firms to collect information for underwriting, and renewal policy / maintenance

Client Relationship Management : Building and maintaining strong and lasting relationships with clients to understand their insurance needs and offer tailored solutions.

Effectively develop referral opportunities from these relationships.

Negotiation and Sales : Presenting insurance solutions to potential clients, negotiating terms, and closing sales to meet revenue targets.

Product Knowledge : Staying up to date with industry trends, insurance products, and regulations to effectively communicate the value proposition to clients.

Collaboration : Working closely with internal teams such as underwriters and marketing to ensure seamless delivery of insurance products and services.

Compliance : Ensuring adherence to all regulatory requirements and compliance standards in the insurance industry.

How this opportunity is different

Overall, an Account Specialist I play a crucial role in client onboarding and retention. The Account Specialist I will focus on building and nurturing relationships with new clients and strengthening relationships with existing clients.

They will maximize client value and customer retention by providing personalized service, proactive communication, and insurance solutions tailored to the Firms specific needs.

Skills and experience that will lead to success

• Property & Casualty license must be maintained in order to accurately service clients and within the first 90 days of employment
• Experience working in a highly regulated industry
• Sales, prospecting, business development and relationship management experience
• Insurance sales experience required
• Experience with Microsoft office suite products (Word, Excel)
• Experience in using Customer Relationship Management (CRM)
• Firms and related product knowledge preferred
• Proven success in building / growing a book of business

Education : Bachelor’s degree or 1-3 years of shown experience in the insurance industry.

The salary range for this position (intended for U.S. applicants) is $65,000 to $70,000 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.

How we support our colleagues

• 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.

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work / life balance, ensuring you can be your best self at Aon.

Furthermore, all colleagues enjoy two Global Wellbeing Days each year, encouraging you to take time to focus on yourself.

We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work.

• and we are all for it. We call this Smart Working!
30+ days ago