Associate, Professional Services Group

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 team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Support account executives and the team with administrative tasks, such as document preparation, data entry, and maintaining client files
• Organize and update policy records and databases to ensure accurate and current information
• Review issued policies and endorsements for accuracy, and deliver final documents to clients in a timely manner
• Coordinate with insurers and internal accounting to request and deliver invoices after policy renewals
• Respond to routine client inquiries via phone and email, providing policy documents, updates, and basic information
• Assist clients with simple policy changes, such as address updates or adding/removing insured items
• Track and follow up on outstanding client requirements, such as missing signatures or documents
• Maintain accurate and organized records in the digital client folders
• Ensure all paperwork and processes meet compliance standards and deadlines
• Prepare and issue certificates of insurance to clients, ensuring all details are correct and compliant
• Participate in training sessions and team meetings to build product knowledge and industry skills
• Collaborate with team members on ad hoc projects and provide general support as needed

How this opportunity is different

This role offers a dynamic blend of administrative responsibilities and direct client interaction, allowing you to build valuable industry knowledge while working closely with both internal teams and clients. You’ll gain hands-on experience with policy management, compliance, and client service, all within a supportive environment that encourages learning and professional growth through regular training and collaboration.

Skills and experience that will lead to success

• Minimum of one to two years of experience within the insurance industry.
• Must hold a valid Property & Casualty Insurance Broker License or be willing to obtain one within three months of hire.
• Product expertise in Property & Casualty lines preferred but not required.
• Strong verbal and written communication skills and analytical abilities required.
• Proficient in Microsoft Excel, Word and PowerPoint – intermediate to expert user level preferred.
• Strong organizational skills required.
• Ability to work well under pressure with attention to detail.
• Team oriented self-starter with ability to organize, prioritize, monitor and control workflow deadlines and be flexible.
• Strong technical skills.
• Be energetic/have a proven sense of urgency.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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 and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

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

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