Account Specialist II - Hybrid/Bannockburn, IL

This is a hybrid position located in Bannockburn, IL.

The Account Specialist II supports Account Executives by managing key processes and undertaking client‑facing and internal activities within the Aon Private Risk Management business group.

Key Responsibilities
Commercial Risk & Insurance Operations

Support platforms and process efficiencies used for servicing commercial lines accounts, including Certificates of Insurance (COIs), automobile identification cards, endorsements, and policy‑related workflows

Partner with brokers, account teams, and operations to ensure accurate execution of client setup on self‑service portals for deliverables

Interpret insurance documentation (e.g., ACORD forms, policy language, requirements) and ensure compliance with client and regulatory expectations

Identify process gaps impacting client experience and recommend improvements

UAT Testing & Defect Management (Core Focus)

Execute structured User Acceptance Testing (UAT) for internal platforms (e.g., Certificate Center, onboarding tools, reporting dashboards)

Develop and maintain test cases, test scripts, and validation scenarios aligned to business requirements

Proactively identify, document, and track system defects, bugs, and enhancement opportunities

Partner with Product, IT, and SMEs to:

Clearly articulate defect impact

Prioritize fixes based on business risk

Validate resolution through regression testing

Maintain a centralized defect log with clear categorization:

Severity (Critical / High / Medium / Low)

Root cause trends

Resolution timelines

Data, Metrics & Reporting

Produce and maintain operational dashboards (Power BI, Excel) to track:

Platform utilization

Adoption rates

UAT defect trends

SLA/KPI performance

Analyze data to:

Identify adoption gaps and inefficiencies

Support leadership decision‑making

Drive targeted process improvements

Ensure accuracy and integrity of key tools such as onboarding trackers and master data repositories (e.g., MOT)

Platform Adoption & Transformation Support

Support onboarding clients to digital platforms, ensuring data accuracy and readiness

Collaborate across onshore/offshore teams to maintain workflow efficiency

Document system enhancements required to improve adoption and user experience

Assist in SOP development, process documentation, and standardization initiatives

Collaboration & Continuous Improvement

Work cross‑functionally with:

Operations

Technology

Field offices

Offshore teams

Leverage SMEs to close knowledge gaps and improve solution quality

Participate in root cause analysis and continuous improvement initiatives

Provide training, support and guidance to users where needed

Required Qualifications

3+ years of experience in Commercial Insurance / Risk Management operations

Strong knowledge of:

Certificates of Insurance (COIs)

Policy structures and endorsements

Insurance servicing workflows

Hands‑on experience with UAT testing, including:

Test case creation

Bug/defect identification

Regression testing

Experience tracking and reporting defect metrics and testing outcomes

Advanced proficiency in Excel (pivot tables, data analysis)

Experience with reporting tools (Power BI preferred)

Pay Transparency Laws
The salary range for this position (intended for U.S. applicants) is $67,000 - $75,000. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.

Benefits
Aon offers a comprehensive package of benefits for full‑time and regular part‑time colleagues, including 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.

Equal Employment Opportunity
For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction records in accordance with local Fair Chance ordinances.

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