FirstBank Jobs

Account Specialist II

Are you looking for an opportunity to join a dynamic, growing Team that is part of an Industry-Leading National Insurance Program, with over 60 years of history? This role may be for you!

This is a hybrid role 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The Account Specialist II will be personally responsible for generating new business revenue in assigned territory and maintain (team) renewal retention rate of 93.5% The responsibilities of the role will be included (but not limited to):

• Prospecting and Lead Generation: Proactively identify, develop and nurture leads through effective qualifying sales calls and manage sales cycle to close new business. Leverage CRM platform/data and other sales tools to build Pipeline. Achieve sales goals by assessing Prospect needs and following a defined selling processes.

• Client Relationship Management: Building and maintaining strong and lasting relationships with clients to understand their insurance needs and offer tailored solutions. Effectively develop referral opportunities from these relationships.

• Product Knowledge: Staying up-to-date with industry trends, insurance products, and regulations to effectively communicate the value proposition to clients.

• Negotiation and Sales: Presenting insurance solutions to potential clients, negotiating terms, and closing sales to meet revenue targets.

• Negotiate terms with internal and external underwriting staff

• Market Research: Conducting market research to identify opportunities for business growth, analyze competitors, and develop strategies to position the 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 to management.

• Compliance: Ensuring adherence to all regulatory requirements and compliance standards in the insurance industry.

• Retention:

• 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.

How this opportunity is different

Overall, an Account Specialist II plays a crucial role in expanding the client base, driving new business revenue growth, and enhancing the reputation of AICPA’s sponsored Insurance Program in the market. The Account Specialist II will develop and implement a Territory action plan to develop and nurture leads while strengthening relationships with existing clients. Maximizes Client value and customer retention by providing personalized service, proactive communication, and insurance solutions tailored to the Firms specific needs.

Skills and experience that will lead to success

• Property & Casualty license must be maintained in order to accurately service clients and within the first 90 days of employment

• Experience working in a highly regulated industry

• Sales, prospecting, business development and relationship management experience

• Insurance sales experience required

• Experience with Microsoft office suite products (Word, Excel)

• Experience in using Customer Relationship Management (CRM)

• Firms and related product knowledge preferred

• Proven success in building/ growing a book of business

Education: Bachelor’s degree or 1-3 years of shown experience in the insurance industry.

The salary range for this position (intended for U.S. applicants) is $70,000 to $75,000 annually. The actual salary will vary based on 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.

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 a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

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, diverse 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.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

#LI-TJ1

#LI-HYBRID

2543439

Account Specialist II

Are you looking for an opportunity to join a dynamic, growing Team that is part of an Industry-Leading National Insurance Program, with over 60 years of history? This role may be for you!

This is a hybrid role 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

The Account Specialist II will be personally responsible for generating new business revenue in assigned territory and maintain (team) renewal retention rate of 93.5% The responsibilities of the role will be included (but not limited to):

• Prospecting and Lead Generation: Proactively identify, develop and nurture leads through effective qualifying sales calls and manage sales cycle to close new business. Leverage CRM platform/data and other sales tools to build Pipeline. Achieve sales goals by assessing Prospect needs and following a defined selling processes.

• Client Relationship Management: Building and maintaining strong and lasting relationships with clients to understand their insurance needs and offer tailored solutions. Effectively develop referral opportunities from these relationships.

• Product Knowledge: Staying up-to-date with industry trends, insurance products, and regulations to effectively communicate the value proposition to clients.

• Negotiation and Sales: Presenting insurance solutions to potential clients, negotiating terms, and closing sales to meet revenue targets.

• Negotiate terms with internal and external underwriting staff

• Market Research: Conducting market research to identify opportunities for business growth, analyze competitors, and develop strategies to position the 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 to management.

• Compliance: Ensuring adherence to all regulatory requirements and compliance standards in the insurance industry.

• Retention:

• 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.

How this opportunity is different

Overall, an Account Specialist II plays a crucial role in expanding the client base, driving new business revenue growth, and enhancing the reputation of AICPA’s sponsored Insurance Program in the market. The Account Specialist II will develop and implement a Territory action plan to develop and nurture leads while strengthening relationships with existing clients. Maximizes Client value and customer retention by providing personalized service, proactive communication, and insurance solutions tailored to the Firms specific needs.

Skills and experience that will lead to success

• Property & Casualty license must be maintained in order to accurately service clients and within the first 90 days of employment

• Experience working in a highly regulated industry

• Sales, prospecting, business development and relationship management experience

• Insurance sales experience required

• Experience with Microsoft office suite products (Word, Excel)

• Experience in using Customer Relationship Management (CRM)

• Firms and related product knowledge preferred

• Proven success in building/ growing a book of business

Education: Bachelor’s degree or 1-3 years of shown experience in the insurance industry.

The salary range for this position (intended for U.S. applicants) is $70,000 to $75,000 annually. The actual salary will vary based on 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.

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 a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

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, diverse 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.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

#LI-TJ1

#LI-HYBRID