Considering a job change? Take a look at Aon! Our AICPA Small Firms Team is looking for an Account Specialist I ! This is a hybrid role based 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 team and we are passionate about helping our colleagues and clients succeed. Responsibilities of an Account Specialist I: The Account Specialist I will identify, develop, and maintain client relationships, enhance customer retention, and maximize client value through personalized service and tailored insurance solutions. They will manage an assigned territory, grow the client base and revenue, and maintain high client retention. Using benchmarking data, they will identify opportunities for cross-selling and upselling. Responsibilities include, but are not limited to: + Sales and Negotiation: Presenting insurance solutions to potential clients, negotiating terms, and closing sales to meet revenue targets. Negotiate terms with internal and external underwriting staff + Client Relationship Management: Building and maintaining strong and lasting relationships with clients to understand their insurance needs and offer tailored solutions. + Product Knowledge: Staying up to date with industry trends, insurance products, and regulations to effectively communicate the value proposition to clients. + Market Research: Conducting market research to identify opportunities for business growth, analyze competitors, and develop strategies to position insurance products effectively. + Collaboration: Working closely with internal teams such as underwriters, claims adjusters, and customer service to ensure seamless delivery of insurance services. + Reporting : Monitoring and tracking sales performance, preparing reports, and providing insights on key metrics for management. + Compliance: Ensuring adherence to all regulatory requirements and compliance standards in the insurance industry. + 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. Skills that will lead to success + Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. + Performs submission assembly/creation where assigned. Facilitates the timely and accurate flow of information between clients and account team members. + Handles client open items lists and responds to client ad-hoc requests. + Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. + Actively supports and monitors the renewal process. At the direction of the Broker, drafts quote comparisons and follows up for binders, policies, and endorsements. + 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 follow -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. Education and Experience: + Experience in sales required + Property & Casualty broker’s license preferred, or to be obtained within 120 days of start date + High school diploma or equivalent required + College Degree preferred Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $ 55,000 - $65,000 annually. The actual salary will vary based on the 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. This position is eligible to participate in one of Aon’s annual incentive plans to receive quarterly production incentives in addition to base salary.  The amount of any production incentives varies and is subject to the terms and conditions of the applicable incentive plan. 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 an inclusive workforce. Plus, our agile 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 for our colleagues as well.   Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued . Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.  Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com  For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-HYBRID #LI-MM2 2562146 Considering a job change? Take a look at Aon! Our AICPA Small Firms Team is looking for an Account Specialist I ! This is a hybrid role based 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 team and we are passionate about helping our colleagues and clients succeed. Responsibilities of an Account Specialist I: The Account Specialist I will identify, develop, and maintain client relationships, enhance customer retention, and maximize client value through personalized service and tailored insurance solutions. They will manage an assigned territory, grow the client base and revenue, and maintain high client retention. Using benchmarking data, they will identify opportunities for cross-selling and upselling. Responsibilities include, but are not limited to: + Sales and Negotiation: Presenting insurance solutions to potential clients, negotiating terms, and closing sales to meet revenue targets. Negotiate terms with internal and external underwriting staff + Client Relationship Management: Building and maintaining strong and lasting relationships with clients to understand their insurance needs and offer tailored solutions. + Product Knowledge: Staying up to date with industry trends, insurance products, and regulations to effectively communicate the value proposition to clients. + Market Research: Conducting market research to identify opportunities for business growth, analyze competitors, and develop strategies to position insurance products effectively. + Collaboration: Working closely with internal teams such as underwriters, claims adjusters, and customer service to ensure seamless delivery of insurance services. + Reporting : Monitoring and tracking sales performance, preparing reports, and providing insights on key metrics for management. + Compliance: Ensuring adherence to all regulatory requirements and compliance standards in the insurance industry. + 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. Skills that will lead to success + Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. + Performs submission assembly/creation where assigned. Facilitates the timely and accurate flow of information between clients and account team members. + Handles client open items lists and responds to client ad-hoc requests. + Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. + Actively supports and monitors the renewal process. At the direction of the Broker, drafts quote comparisons and follows up for binders, policies, and endorsements. + 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 follow -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. Education and Experience: + Experience in sales required + Property & Casualty broker’s license preferred, or to be obtained within 120 days of start date + High school diploma or equivalent required + College Degree preferred Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $ 55,000 - $65,000 annually. The actual salary will vary based on the 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. This position is eligible to participate in one of Aon’s annual incentive plans to receive quarterly production incentives in addition to base salary.  The amount of any production incentives varies and is subject to the terms and conditions of the applicable incentive plan. 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 an inclusive workforce. Plus, our agile 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 for our colleagues as well.   Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued . Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.  Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com  For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #LI-HYBRID #LI-MM2