Aon
Aon is looking for a Private Client Account Executive. As part of an industry‑leading team, you will be responsible for the day‑to‑day account management and broking of complex personal insurance programs for affluent clients and families, empowering results for our clients by delivering innovative and effective solutions within our APRM group. This position is virtual; the ideal candidate will reside on the East Coast.
What The Day Will Look Like
Manages an assigned book of high‑net‑worth personal insurance clients with personal insurance portfolios of varying size and complexity.
Builds, expands, and solidifies relationships with existing clients and prospective clients, promoting the value that Aon delivers through superior service, pricing, consultation, and reporting.
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 reports.
Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.
Maintains 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 to empower results on behalf of our clients.
Achieves assigned annual revenue growth and retention metrics, supporting growth of the book of business through rounding of accounts and new business production.
Maintains the service standard of returning a phone call within 24 hours and responding to email by end of the day.
Develops and maintains meaningful 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 utilizes internal client management system to maintain policies, client correspondence, coordinate billing activities, and manage client‑related tasks.
Achieves assigned transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.
Skills And Experience That Will Lead To Success
Property and Casualty Broker’s License required.
Appropriate insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process is preferred.
3‑5 years of high net‑worth personal insurance experience required.
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. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. 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. For positions in San Francisco and Los Angeles, we will consider qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com.
The salary range for this position (intended for U.S. applicants) is $65,000–$115,000 annually. 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.
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What The Day Will Look Like
Manages an assigned book of high‑net‑worth personal insurance clients with personal insurance portfolios of varying size and complexity.
Builds, expands, and solidifies relationships with existing clients and prospective clients, promoting the value that Aon delivers through superior service, pricing, consultation, and reporting.
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 reports.
Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.
Maintains 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 to empower results on behalf of our clients.
Achieves assigned annual revenue growth and retention metrics, supporting growth of the book of business through rounding of accounts and new business production.
Maintains the service standard of returning a phone call within 24 hours and responding to email by end of the day.
Develops and maintains meaningful 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 utilizes internal client management system to maintain policies, client correspondence, coordinate billing activities, and manage client‑related tasks.
Achieves assigned transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.
Skills And Experience That Will Lead To Success
Property and Casualty Broker’s License required.
Appropriate insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process is preferred.
3‑5 years of high net‑worth personal insurance experience required.
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. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. 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. For positions in San Francisco and Los Angeles, we will consider qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.
If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com.
The salary range for this position (intended for U.S. applicants) is $65,000–$115,000 annually. 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.
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