Aon
Overview
Private Client Account Executive III role at Aon. This is a virtual position based out of the West Coast Region. Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management strategies for High-Net-Worth individuals and families. The Account Executive III will provide expertise in identifying and servicing the needs of high-net-worth individuals and developing custom solutions. 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
Leads an assigned book of high-net-worth personal insurance clients with personal insurance portfolios of varying size and complexity. May also include Group Excess Liability programs. Brokers and maintains required insurance policies and risk management solutions on behalf of clients. Conducts annual reviews for clients ahead of key renewal dates. Coordinates all client related billing matters and maintains aged receivables report. Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner. Maintains an awareness of all large and potentially complicated claim related matters and assists in the negotiation of equitable claim settlements on behalf of clients. Engages internal and external resources as required in order to Empower Results on behalf of our clients. Achieves assigned annual revenue growth and retention metrics. Supports growth of book of business through rounding of accounts and through new business production. Meets the time service standard: returning a phone call within 24 hours and responding to email by the end of the day. Establishes and maintains significant working relationships with insurers, clients, referral sources and colleagues through regular contact and interaction. Maintains awareness of all insurance carrier partner products, services and systems. Fully applies internal client management system to maintain policies, client correspondence, coordinate billing activities and handle client related tasks. Achieves assigned visibility and disclosure and compliance goals. Champions innovative solutions to drive success for our clients. Skills And Experience That Will Lead To Success
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. Solid negotiation and proven technical proficiency demonstrating capabilities to build innovative solutions. Strong knowledge of the insurance business and assigned clients’ needs as well as all major lines of business. Proficiency in PC office products such as Word, Excel, Power Point and Outlook. Proficiency in utilizing carrier management platforms and evidence of ability to become proficient in the use of Aon specific software tools. Appropriate insurance designations such as CPCU, CIC, CPRM and/or ARM completed or in process is preferred. Education
Bachelor’s degree or equivalent years of industry experience. 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. 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 as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. Aon is committed to an equal opportunity workplace and to providing reasonable adjustments to participate in the job application 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 qualified applicants with arrest and conviction records in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. Nothing in this job description restricts management's right to assign or reassign duties at any time. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales, Business Development, and Customer Service
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Private Client Account Executive III role at Aon. This is a virtual position based out of the West Coast Region. Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management strategies for High-Net-Worth individuals and families. The Account Executive III will provide expertise in identifying and servicing the needs of high-net-worth individuals and developing custom solutions. 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
Leads an assigned book of high-net-worth personal insurance clients with personal insurance portfolios of varying size and complexity. May also include Group Excess Liability programs. Brokers and maintains required insurance policies and risk management solutions on behalf of clients. Conducts annual reviews for clients ahead of key renewal dates. Coordinates all client related billing matters and maintains aged receivables report. Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner. Maintains an awareness of all large and potentially complicated claim related matters and assists in the negotiation of equitable claim settlements on behalf of clients. Engages internal and external resources as required in order to Empower Results on behalf of our clients. Achieves assigned annual revenue growth and retention metrics. Supports growth of book of business through rounding of accounts and through new business production. Meets the time service standard: returning a phone call within 24 hours and responding to email by the end of the day. Establishes and maintains significant working relationships with insurers, clients, referral sources and colleagues through regular contact and interaction. Maintains awareness of all insurance carrier partner products, services and systems. Fully applies internal client management system to maintain policies, client correspondence, coordinate billing activities and handle client related tasks. Achieves assigned visibility and disclosure and compliance goals. Champions innovative solutions to drive success for our clients. Skills And Experience That Will Lead To Success
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. Solid negotiation and proven technical proficiency demonstrating capabilities to build innovative solutions. Strong knowledge of the insurance business and assigned clients’ needs as well as all major lines of business. Proficiency in PC office products such as Word, Excel, Power Point and Outlook. Proficiency in utilizing carrier management platforms and evidence of ability to become proficient in the use of Aon specific software tools. Appropriate insurance designations such as CPCU, CIC, CPRM and/or ARM completed or in process is preferred. Education
Bachelor’s degree or equivalent years of industry experience. 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. 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 as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. Aon is committed to an equal opportunity workplace and to providing reasonable adjustments to participate in the job application 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 qualified applicants with arrest and conviction records in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. Nothing in this job description restricts management's right to assign or reassign duties at any time. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales, Business Development, and Customer Service
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