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Coordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs. Oversee the financial reporting for a portfolio of client accounts and serving as the primary contact for individuals from various departments, such as risk management, corporate controllership, tax, legal, etc.

YEAR

Posting Description:
<p style="margin-bottom:0in">Are you ready to lead a team in delivering exceptional client management and financial solutions? Do you have the expertise in captive insurance or similar industries to drive client success and inspire your team towards excellence?</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">Aon is looking for a new Senior Accountant to join their dynamic team!</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">Aon’s Captive & Insurance Management team is an integral part of Aon’s global operations. Our 500 + captive insurance professionals manage over 1,000 captive insurance companies across 39 locations around the globe, representing more than 15% of the captive insurance market. Our clients span every sector and Industry and are primarily made up of Fortune 500 companies.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">This is a <strong>hybrid</strong> OR <strong>remote role</strong>. <strong>Strong preference</strong> for candidates who can work from our Burlington, VT office. This role will require Eastern Standard Time work hours.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in"><strong>Aon is in the business of better decisions</strong>.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. </p><p style="margin-bottom:0in">As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in"><strong>What the day will look like:</strong></p><ul><li style="margin-bottom:0in">Oversee the financial reporting for a portfolio of client accounts and serving as the primary contact for individuals from various departments, such as risk management, corporate controllership, tax, legal, etc.  </li><li style="margin-bottom:0in">Lead client service teams for a portfolio of clients ensuring quality and timeliness of financial reporting and regulatory filings</li><li style="margin-bottom:0in">Mentor and develop accounting team members</li><li style="margin-bottom:0in">Coordinate efforts with outside service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needs</li><li style="margin-bottom:0in">Communicate and execute business plan changes with State regulators</li><li style="margin-bottom:0in">Prepare and present materials during client board meetings</li></ul><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in"><strong>How this opportunity is different</strong></p><p style="margin-bottom:0in"><strong> </strong></p><p style="margin-bottom:0in">As a Senior Accountant, you will lead client service teams and will be a key contributor to our operational success. You will have direct contact with client contacts within the corporate controllership, risk management, tax, legal and other departments, as well as auditors, actuaries, investment managers, etc. At Aon, you are provided the opportunity to drive your career development and support your team members in their knowledge growth.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in"><strong>Skills and experience that will lead to success:</strong></p><ul><li style="margin-bottom:0in">Bachelor of Accounting degree or captive insurance experience is <strong>required</strong></li><li style="margin-bottom:0in">CPA or equivalent or CPA candidate a plus, but not required</li><li style="margin-bottom:0in">Prior experience with captive management is highly desirable </li><li style="margin-bottom:0in">(Re)insurance accounting experience is preferable</li><li style="margin-bottom:0in">Insurance designation(s) a plus, but not required</li><li style="margin-bottom:0in">Ability to lead a team of financial services professionals, with a dedicated management approach is essential</li><li>Proven ability to optimize performance and optimize methods and approaches</li><li style="margin-bottom:0in">Ability to develop good working relationships within the Aon network and industry</li><li style="margin-bottom:0in">Ability to research, discuss and implement revised or new accounting guidelines or regulatory requirements<strong style="font-family:'helvetica'"> </strong></li></ul><p style="margin-bottom:0in">The salary range for this position (intended for U.S. applicants) is <strong>$100,000-$140,000 </strong>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 range reflected is based on a primary work location of Burlington, VT. The actual salary may vary for applicants in a different geographic location.</p><p style="margin-bottom:0in"><br/>This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">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.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">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.</p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in"><strong><em>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.</em></strong></p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in">Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.<br/><br/>#LI-YT1</p><p style="margin-bottom:0in">#LI-REMOTE<br/><br/></p><p style="margin-bottom:0in"> </p><p style="margin-bottom:0in"> </p>

Aon (NYSE:AON) is the preeminent global professional services firm focused on risk and human capital. Through our more than 72,000 colleagues worldwide, we unite to empower results for clients in over 120 countries.<br><br>
Every day, around the world, our Aon colleagues are working closely with our clients to develop solutions to some of their most complex challenges around Risk, Retirement, Health and Talent. What sets Aon apart is our ability to bring insights from our Data & Analytics expertise to drive results for our clients.<br><br>
For results-driven professionals with the talent to leverage the human side of data and translate this into actionable solutions, who seek the opportunity to make an impact locally and a difference globally, Aon offers a challenging, relationship-oriented environment.<br><br>
We welcome everyone to apply to join our team - from those just embarking on their careers to seasoned professionals.

Aon Corporation

Senior Accountant- Captive Insurance (hybrid/remote)

Accounting

Accounting Standards and Regulations

Actuarial Skills

Board Meeting

Brokerage

Business Plan

Certified Public Accountant (CPA)

Claims Processing

Corporate Tax

Customer Support/Service

Financial Management

Financial Reporting

Financial Services

Fortune 500 Customers

Incentive Programs

Insurance

International Operations

Investment Management

Leadership

Legal

Mentoring

Performance Tuning/Optimization

Regulatory Requirements

Regulatory Submissions

Research Skills

Risk Management

Sales Management

Stock Purchase Plans

Tax Accounting

Team Building

Team Lead/Manager

[AW]-iCims

FULL_TIME

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Senior Account Associate - Commercial Lines</b> <br/><b>Work Mode: </b>Remote (Florida, Texas and Eastern Time Zone Only<b> </b><b>| Location/Supporting: </b>Jupiter, FL<b>| Book Focus: </b>General, Construction, Contractors<br/> <br/><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> </p></div><div><p> <br/><b>About the Role:</b> Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Leadership:</b> Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. </p></li></ul></div><div><ul><li><p><b>Policy Management:</b> Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. </p></li></ul></div><div><ul><li><p><b>New and Renewal Business Support:</b> Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. </p></li></ul></div><div><ul><li><p><b>Contract Review:</b> Assist in reviewing contracts to ensure proper coverages are included. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable:</b> Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance:</b> Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> </p></div><div><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>3+ years of customer service experience in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing, professional designation (CISR) preferred </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 50-70K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Senior Account Associate- Commercial Insurance (Remote)

Accounts Receivable

Administrative Skills

Aged Care

Analysis Skills

Best Practices

Billing

Business Support

Check Processing

Childcare

Construction

Continuous Improvement

Contract Review

Corporate Policies

Customer Retention/Renewal

Customer/Client Research

Data Quality

Diversity

Finance

Health Insurance

Insurance Sales

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Negotiation Skills

Organizational Skills

Past Due Accounts

Pricing

Proposal Writing

Quality Metrics

Service Delivery

Systems Maintenance

Time Management

Underwriting

Work From Home

Jobvite Talemetry Organic Easy Apply

HOUR

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Senior Account Associate - Commercial Lines/ Select Business Unit</b></p><p><br/><b>Work Mode: </b>Fully Remote for candidates located in the Northeast US<b> | Location/Supporting: </b>Wilmington, DE office<b> | Book Focus: Commercial Lines Select Business Unit (SBU)</b><br/> <br/><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> </p></div><div><p> <br/><b>About the Role:</b> Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Leadership:</b> Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. </p></li></ul></div><div><ul><li><p><b>Policy Management:</b> Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. </p></li></ul></div><div><ul><li><p><b>New and Renewal Business Support:</b> Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. </p></li></ul></div><div><ul><li><p><b>Contract Review:</b> Assist in reviewing contracts to ensure proper coverages are included. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable:</b> Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance:</b> Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> </p></div><div><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>3+ years of customer service experience in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing, professional designation (CISR) preferred </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $23.00 to $27.00 per hour, depending on experience, relevant skills, and geographic location.</p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Senior Account Associate - Commercial Lines/Select Business Unit (SBU)

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Senior Accountant- Captive Insurance (hybrid/remote) Aon Corporation

Senior Account Associate- Commercial Insurance (Remote) Insurance Office of America

Senior Account Associate - Commercial Lines/Select Business Unit (SBU) Insurance Office of America

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