Account Specialist Construction Wrap Up (hybrid/San Francisco, CA)

Do you have a basic knowledge of Construction Wrap Up? Or are you an inquisitive, organized, meticulous individual who would like to become familiar with the Construction Wrap Up industry? If so, this may be the next step in your career!

The Account Specialist is a hybrid role with the flexibility to work both virtually and from one of our local offices in San Francisco, CA Los Angeles, CA, Irvine, CA OR Denver, CO.

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

As an Account Specialist, your day will vary depending on the level of Construction Wrap Up experience you have. If you are new to our industry, we will provide all required training and mentorship to help you on your way. If you have experience within Construction Wrap Up, you will work more independently and have more interaction with all partners.

• Participate in or conduct presentations to program Sponsor, working in concert with the Project Solutions Leader and other appropriate Aon personnel.
• Supervise the initiation of CIP administration processes and procedures.
• Assure that all CIP documentation is on file.
• Be responsible for project Implementation Plans, including selection, coordination and issuance of the suite of AonWrap reports provided monthly to the program Sponsor.
• Participate in production of Stewardship Reports and meetings with program Sponsors to evaluate program progress and issues.
• Review periodic program claims reports and participates in periodic claims review meetings with Sponsors and insurer representatives.
• Ensure that all policies are checked for accuracy prior to transmittal to sponsor and enrolled parties.
• Review weekly AonWrap reports and follow up with Contractors for any missing documentation.
• Review Contractors Insurance Rate and Declaration pages to confirm rates and modifications are correct.
• Speak with insurance agents of Contractors when necessary to verify insurance costs to be deducted
• Train Contractors on the AonWrap system and/or AonWrap reports.
• Attend Preconstruction conference calls/meetings to understand various aspects of individual projects (e.g., excluded parties, activities) and to explain the CIP requirements and coverages.
• Review Notice of Awards, Enrollment Forms, Insurance Cost Worksheets and Certificates for compliance with the CIP Work with estimators on Project financial performance (bid credit tracking).
• Work with project teams to assist with obtaining monthly project updates. Performs all duties in full compliance with established corporate policies and Project Solutions National Standard Perform Account Billing activities.

How this opportunity is different

The Account Specialist performs responsible, client-focused duties in connection with the management and administration of the designated Controlled Insurance Program (“CIP”), including interaction with program Sponsor, project personnel, contractors, subcontractors, and insurers.

This is a highly visible position serving as the daily point of contact between Aon, the program Sponsor and various program stakeholders. You will also work closely with all members of the Aon Risk Solutions team, including Directors, Account Executives, Brokers, Program Professionals and Administrators.

Skills and experience that will lead to success: 

• Effective organization and time management skills.
• Ability to communicate effectively, orally and in writing.
• Effective presentation skills.
• Knowledge of construction practices, construction project administration and construction insurance or willingness to learn.
• Ability to handle multiple, non‑congruent tasks simultaneously.
• Proficiency in the use of Microsoft Word, Excel and PowerPoint, or similar scheduling programs.
• Training in Project Management is highly desirable.

Education and licensing requirements:

• Bachelor’s degree desired or equivalent work experience with preferred 3-5 years working within the construction marketplace.
  • Will consider entry level professionals (as an Account Specialist I) who demonstrate attributes and capabilities listed in this job description.
• Possession of an insurance broker, agent, or producer license in the project's state of operation or be able to obtain one within the first 90 days of employment.

How we support our colleagues

The salary range for this position is $68,000 - $110,000 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.

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 (EEO) 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.  Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com

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