Aon is looking for an Account Advisor II.

This is an opportunity to pioneer the Account Advisor II role, which will focus on retaining, renewing, and growing our accounts.

This is a hybrid position, located in 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 :

• Manage book of commercial insurance accounts with complex business models and broad insurance needs
• Responsible for underwriting, obtaining and servicing policies and meeting new business and retention goals
• Learn program eligibility guidelines the team program(s) so that new business in addition to renewal submission can be qualified for acceptance or declination
• Underwriting review of submissions including risk analysis, selection and pricing
• Provide quick and consistent / accurate turnaround for all submissions
• Provide customer support and assistance to direct clients and prospects to make recommendations and guide / education on products
• A key component of the position will be timely and accurate delivery of new proposals to direct clients in an effort to hit growth targets
• Montiors, tracks and follows-up on proposals to ensure customer satisfaction. Works with clients or Sales Advisors to provide coverage overviews and clarifications
• Use sound judgement and independent thinking to achieve the maximum result within authority and state guidelines
• Identify premium growth opportunities with current book by cross sell offering other coverage
• Works with an assigned renewal / new business territory within an established program
• Able to follow procedures and investigate issues in order to solve problems
• Sound judgement and decision making and explains reasons for decisions
• Interact with underwriters during collaborative team calls about program strategy
• Interact with underwriting manager on internal referrals and carrier partner for referral of risks to carrier partner that are beyond assigned authority for evaluation and consideration
• May have extensive interaction with internal and external clients to identify, research and resolve problems
• Manages daily work independently with check-ins with underwriting manager / senior underwriter / program lead

Skills and experience that will lead to success

• 3-5 years managing a book of commercial insurance accounts
• Experience with commercial insurance renewals, account growth, account retention, and servicing (endorsements, certifications, etc.)
• Experience working with a broad mix of commercial insurance carriers and products
• Enjoy serving customers and aim to beat their expectations every-single-time
• Enjoy working on a team, but can also get it done on your own
• You love technology as much as we do and can think outside the box

Education :

Bachelor’s degree or equivalent years of industry experience

Required License :

Active Property and Casualty Insurance license; or will be required to take the licensing test and obtain the license within the first 3 months of employment

How we support our colleagues :

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!

Last updated : 2024-06-05