Aon

1 day ago

Account Manager

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Manage a portfolio of clients and own day-to-day client interactions in an account management team focused on Health & Benefits. Coordinate with senior account staff to support RFPs to insurance carriers, review contracts and plan documents for accuracy, and answer client and carrier questions (e.g., ID cards, claims, billing). Help maintain client files, prepare compliance audits and reporting, and support initiatives like open enrollment and non-discrimination testing using the NFP portal.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Work with senior team members to prepare and send requests for proposals to insurance carriers and track spreadsheet results.
•Review contracts, benefit plan summaries, and carrier source documents for accuracy under direction; learn more complex compliance and regulatory language.
•Create and maintain client files and policy records, and take the lead on answering client and insurance personnel questions such as ID card requests, claims, and billing.
•Coordinate with senior account staff to develop ongoing client and carrier relationships and support renewal recommendations under direction.
•Assist with client compliance audits and filings (including Form 5500), support client projects (e.g., open enrollment and non-discrimination testing), and create monthly/quarterly/annual reports and briefings.

Pay and Benefits

Salary: USD 56,800 - 80,000 annually

Perks:Paid Leave401kHealth InsurancePaid HolidaysWellness Stipend

Key Requirements

•More than 3 years’ client service and/or industry and product line experience.
•Associates degree or equivalent experience; BA/BS preferred.
•Knowledge of benefits administration and Healthcare Reform, plus industry trends and carrier products/services.
•Ability to work independently and anticipate client and team needs, with effective time management and decision-making.
•Strong written and oral communication, including strong Microsoft Excel and PowerPoint skills; ability to present publicly.

Experience:3+ years

Education:Associate's

Skills:Independent workTime managementDecision makingDiligent follow-upCommunication

Languages:En-us

Tech Stack:Microsoft ExcelMicrosoft PowerPointNFP portalSpreadsheetsBenefits administration

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon