
Account Specialist II - Hybrid/Bannockburn, IL
- Bannockburn, IL
- $60,000 per year
- Permanent
- Full-time
- Maintains effective and positive relationships with Account Executive and Broker. Serves independently in an internal capacity on matters of moderate importance and complexity.
- Facilitates the timely and accurate flow of information between Aon platforms, and account team members to accelerate the Aon invoice process.
- Handles client open items lists and responds to Broker’s ad-hoc requests.
- Gathers and analyzes data relevant to process performance and provides improvement recommendations where required.
- Actively supports and monitors the renewal process. At the direction of the Broker, drafts invoice requests and follows up for binders, policies, and endorsements as needed.
- Where applicable, serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables.
- Primary collaborator with Premium Accounting on client billing matters.
- Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
- Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals.
- Monitors and follows-up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems.
- May provide guidance and mentoring to a less senior account specialist. Delegates work to support staff and ACS where applicable.
- Ensures tools are understood and used. Performs related duties as assigned.
- High school diploma or equivalent required
- Associates degree preferred
- Previous commercial insurance experience preferred
- Property & Casualty brokers license preferred, or to be obtained within 120 days of start date