Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI

Aon
Milwaukee
Workplace: HybridFull timeUSD 65,000 - 85,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: high_schoolSkills: ["Client relationship management","Data analysis","Presentation drafting","Renewal process management","Problem solving"]

Manage day-to-day service processes for a commercial insurance book of business and partner with Account Executives to support client-facing initiatives. Serve as a primary client liaison and coordinate with internal teams, including Aon Client Services and Premium Accounting, to keep renewals on track. Handle coverage and endorsement requests, manage open items, billing, receivables, and collections, and draft stewardship-report components and quote comparisons.

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Aon
Aon
3 days ago

Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI

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Last checked: 1 hour agoStatus: Live

Job Summary

Manage day-to-day service processes for a commercial insurance book of business and partner with Account Executives to support client-facing initiatives. Serve as a primary client liaison and coordinate with internal teams, including Aon Client Services and Premium Accounting, to keep renewals on track. Handle coverage and endorsement requests, manage open items, billing, receivables, and collections, and draft stewardship-report components and quote comparisons.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Partner with Account Executives on an assigned book of business, managing day-to-day service processes and outputs.
  • •Run point on each client’s renewal cycle to ensure a positive, productive client experience.
  • •Facilitate timely and accurate information flow between clients and the account team; handle open items and ad-hoc requests.
  • •Manage submissions, coverage inquiries, endorsements, and quote comparisons; follow up for binders, policies, and endorsements as directed by the Broker.
  • •Coordinate client service activities, manage billing matters with Premium Accounting, and monitor invoice generation, fee agreements, receivables, and collections.

Pay and Benefits

Salary: USD 65,000 - 85,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kEquityPaid LeaveTuition AssistanceCommuter BenefitsLife InsuranceDisabilityEmployee Assistance

Key Requirements

  • •2+ years of insurance experience, preferably in an account management role.
  • •Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start.
  • •High school diploma or equivalent required.
  • •Associates degree preferred.
  • •Experience supporting complex clients preferred.
Experience:2+ yearsInsurance
Education:High School
Skills:Client relationship managementData analysisPresentation draftingRenewal process managementProblem solving
Licenses:Property & Casualty broker’s license
Certifications:Property & Casualty broker’s license

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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