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Aon

Private Client Account Executive III

Aon, San Jose, California, United States, 95199

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Overview

Employer Industry: Insurance and Risk Management Why consider this job opportunity: Salary range of $106,300 to $130,000 annually Eligible for an annual discretionary bonus in addition to base salary Comprehensive benefits package including medical, dental, vision insurance, and a 401(k) savings plan Opportunity for career advancement within a supportive and inclusive workplace Flexible virtual work environment based out of the West Coast Region Unique Global Wellbeing Days to focus on personal well-being

Responsibilities

Manage an assigned book of high-net-worth personal insurance clients with diverse portfolios Broker and maintain necessary insurance policies and risk management solutions for clients Conduct annual reviews for clients ahead of key renewal dates Coordinate client-related billing matters and maintain aged receivables reports Establish and maintain significant working relationships with insurers, clients, and colleagues

Qualifications

Property and Casualty license is required 5 to 10 years of experience in personal lines insurance and risk management Experience working with high-net-worth clients Strong knowledge of the insurance business and major lines of business Bachelor’s degree or equivalent years of industry experience

Preferred Qualifications

Appropriate insurance designations such as CPCU, CIC, CPRM, and/or ARM completed or in process Proficiency in utilizing carrier management platforms and Aon specific software tools

Notes

#Insurance #RiskManagement #CareerOpportunity #RemoteWork #ComprehensiveBenefits

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