Account Specialist II - Hybrid
Listed on 2026-03-15
-
Insurance
Insurance Sales, Insurance Agent
Location: Bannockburn
Overview
Considering a job change? Take a look at Aon! Our Private Risk Management team is looking for an Account Specialist II
.
This is a hybrid role, based out of one of the following locations:
Jacksonville, FL;
Bannockburn, IL; or Chicago, IL.
Must have an active P&C license and proven experience in personal lines insurance, preferably with high net worth accounts/clients.
What the day will look like- Maintains effective and productive relationships with Account Executives and clients
- Serves independently in a client-facing capacity on matters of moderate importance and complexity
- Manages client open actions lists and responds to ad-hoc requests
- Assists Account Executives in completing renewal reviews, performing quoting and marketing of new and existing accounts, preparing summaries of insurance, proposals, quote disclosure reports, and surplus lines filings
- Identifies and resolves accounting issues and billing discrepancies, documenting claims, processing endorsements, reviewing expirations, appraisals, and completing other client requests and account servicing functions
- Works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values
- Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology)
- May provide guidance, mentoring and support to a less senior account specialist
- Performs related duties as assigned
- At least 3-5 years of successful personal lines insurance experience, preferably with high net worth accounts/clients
- Active P&C license in home state
- Ability to effectively communicate both verbally and in writing with external and internal clients on client servicing activities
- Understands operation processes and methodologies; able to work effectively with limited guidance and supervision
- Strong Excel skills to import/export data
- Performs well in a fast-paced, output-driven environment with multitasking, quick response times, and non-routine tasks
- CPRIA, ARM, or other relevant insurance designations are desirable
- High School Diploma or GED required, Associate's degree preferred
The salary range for this position (intended for U.S. applicants) is $55,000 - $75,000 annually. The actual salary depends on education, experience, skills, abilities, internal equity, and geographic location.
How we support our colleaguesAon 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; paid time off, holidays, vacation days, sick leave where applicable, disability coverage, health savings accounts, and life insurance options;
commuting benefits and additional programs. Eligibility for benefits is governed by the applicable plan documents and policies.
We encourage an inclusive workforce and offer a range of working style solutions. All colleagues enjoy two “Global Wellbeing Days” each year to focus on wellbeing.
Equal opportunity and accommodationsAon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is an equal opportunity workplace and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or any other legally protected status. People with criminal histories are encouraged to apply.
If you require accommodations during the application or interview process, you can request accommodations by emailing Rea or your recruiter. We will work with you to meet your needs and ensure a fair experience.
For positions in San Francisco and Los Angeles, local Fair Chance ordinances apply.
Aon is not accepting unsolicited resumes from search firms for this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
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