Account Manager Financial Professional - Aon (Hawaii)
Aon Is Looking For An Account Manager
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Captives business group within Aon Risk Solutions in Honolulu, HI.
Your Impact As An Account Manager
DUTIES AND RESPONSIBILITIES:
* Assist Account Executives (AE) and Senior Account Managers (SAM) in the day to day operations of each client.
* Ensure that financial statements submitted to AE or SAM for review on a quarterly or monthly basis include a completed financial statement checklist and workpaper support that was agreed upon by the account team.
* Ensure that financial statements are submitted to AE or SAM for review on a timely basis in order to allow the reviewer ample time to conduct a thorough review.
* Ensure that financial statements for the month or quarter do not repeat errors that were addressed and corrected in the previous reporting cycle.
* Ensure that the handling and recording of new transactions for the reporting month or quarter are addressed prior to the submission of the financial statements for review.
* Ensure that internal control procedures are applied and followed.
* Complete and update policies and procedures manuals for all clients and submit for review by the A.E.s/SAMs and Team Leaders.
* Prepare annual reports (and quarterly NAIC reports if applicable) and premium tax returns for review by A.E.s/SAMs including the preparation checklist. Reports should be submitted for review adequately in advance of filing deadlines to allow ample time for review and changes.
* Compile documents for independent audit; prepare responses to auditors PBC requests.
* Compile documents for regulatory examinations as much in advance as possible in order to allow time to address open items. The examination checklist should be completed and submitted to the AE/SAM.
* Work towards understanding each client s business plan.
* Exhibit knowledge of Hawaii captive statutes and regulations.
* Work with A.E.s and SAMs to ensure coordination of duties among account team.
* Prepare board meeting material in coordination with guidance from A.E. s and SAMs and participate in presentations whenever possible.
MINIMUM REQUIRED EXPERIENCE:
3-5 years accounting experience. Previous insurance industry experience a plus.
MINIMUM EDUCATION:
Bachelors Degree
We offer you
A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Our Colleague Experience:
From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.
About Aon:
Aon plc (NYSE:AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Our more than 72,000 colleagues worldwide empower results for clients in over 120 countries with innovative and effective risk and people solutions and through industry-leading global resources and technical expertise. To learn more visit aon.com.
By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon's employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. You will be notified during the hiring process which checks are required by the position.
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, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer.
DISCLAIMER:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
JOB NUMBER: 2433363
CATEGORY: Accounting & Finance
LOCATION: United States, HI, Honolulu
11/16/2017 16:47:28.
