Executive Benefits Analyst - Executive Life Insurance

Executive Benefits Analyst – Executive Life Join the Aon Executive benefits team and develop meaningful relationships with clients and plan participants through administration of their supplemental benefit program. This is a hybrid role with the flexibility to work both virtually and from our Bloomington, MN or Atlanta, GA offices. 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 Executive Benefits Analyst is responsible for the day-to-day administration of assigned executive benefit plans. This position requires understanding of coverage formulas, taxation, and carrier-specific practices, with direct client, participant and carrier interaction. The Analyst takes ownership of tactical aspects of implementation and renewal activities, manages and analyzes data files, and serves as a resource and informal mentor to more junior staff. This role also contributes to training efforts and supports client stewardship discussions. Key Job Responsibilities: Own day-to-day administration of executive life insurance and corporate owned life insurance plans, including status changes, enrollment, implementation, and renewal activities Recognize out of scope requests and seek appropriate guidance Audit and analyze census, policy, and plan data Drive accurate financial reporting and revenue recognition by updating revenue forecasts Run queries to extract, validate, and analyze data in support of plan administration and decision-making. Adjust queries as necessary Manage master enrollment files and email distribution lists Consistently track tasks and deadlines to ensure accuracy and avoid misses Prepare renewal files and related documentation, ensuring alignment between plan design, pricing, and administrative processes Interface directly with clients and carriers to support enrollments and renewals, ensuring accuracy and timely execution Address most participant inquiries independently Use strong written and verbal communication skills to create clear, professional client and internal communications, and support stewardship discussions Demonstrate a growing understanding of plan design, service strategies, and risk mitigation Offer ideas for process or plan improvements and participate in operational task forces Contribute to training efforts and serve as an informal mentor to junior staff, sharing technical expertise and best practices within the solution line How this opportunity is different: A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Skills and experience that will lead to success: Experience with relevant executive benefit programs and plan administration Customer service or client-facing experience Strong written and verbal communication skills High attention to detail and strong organizational skills Ability to manage multiple priorities in a fast-paced environment Proficiency in Microsoft Office (Excel, Word, Outlook) Ability to handle confidential information with discretion Analytical thinking and problem-solving capability Ability to effectively leverage AI tools to enhance work quality and efficiency Preferred Experience: Life insurance knowledge Benefits experience Customer Service knowledge and orientation Education: Bachelor’s degree or equivalent years of industry experience Pay Transparency: The salary range for this position (intended for U.S. applicants) is $60,000 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. 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. 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 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. 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. 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. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #li-dd1 #LI-HYBRID 2587977Executive Benefits Analyst – Executive Life Join the Aon Executive benefits team and develop meaningful relationships with clients and plan participants through administration of their supplemental benefit program. This is a hybrid role with the flexibility to work both virtually and from our Bloomington, MN or Atlanta, GA offices. 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 Executive Benefits Analyst is responsible for the day-to-day administration of assigned executive benefit plans. This position requires understanding of coverage formulas, taxation, and carrier-specific practices, with direct client, participant and carrier interaction. The Analyst takes ownership of tactical aspects of implementation and renewal activities, manages and analyzes data files, and serves as a resource and informal mentor to more junior staff. This role also contributes to training efforts and supports client stewardship discussions. Key Job Responsibilities: Own day-to-day administration of executive life insurance and corporate owned life insurance plans, including status changes, enrollment, implementation, and renewal activities Recognize out of scope requests and seek appropriate guidance Audit and analyze census, policy, and plan data Drive accurate financial reporting and revenue recognition by updating revenue forecasts Run queries to extract, validate, and analyze data in support of plan administration and decision-making. Adjust queries as necessary Manage master enrollment files and email distribution lists Consistently track tasks and deadlines to ensure accuracy and avoid misses Prepare renewal files and related documentation, ensuring alignment between plan design, pricing, and administrative processes Interface directly with clients and carriers to support enrollments and renewals, ensuring accuracy and timely execution Address most participant inquiries independently Use strong written and verbal communication skills to create clear, professional client and internal communications, and support stewardship discussions Demonstrate a growing understanding of plan design, service strategies, and risk mitigation Offer ideas for process or plan improvements and participate in operational task forces Contribute to training efforts and serve as an informal mentor to junior staff, sharing technical expertise and best practices within the solution line How this opportunity is different: A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Skills and experience that will lead to success: Experience with relevant executive benefit programs and plan administration Customer service or client-facing experience Strong written and verbal communication skills High attention to detail and strong organizational skills Ability to manage multiple priorities in a fast-paced environment Proficiency in Microsoft Office (Excel, Word, Outlook) Ability to handle confidential information with discretion Analytical thinking and problem-solving capability Ability to effectively leverage AI tools to enhance work quality and efficiency Preferred Experience: Life insurance knowledge Benefits experience Customer Service knowledge and orientation Education: Bachelor’s degree or equivalent years of industry experience Pay Transparency: The salary range for this position (intended for U.S. applicants) is $60,000 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. 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. 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 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. 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. 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. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. #li-dd1 #LI-HYBRID