Aon
Aon is looking for a Private Client Account Executive. As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, you will help empower results for our clients by delivering innovative and effective solutions supporting our APRM group. This position is virtual; however, the ideal candidate would 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.
Work to build, expand, and solidify relationships with existing clients and prospective clients; leads appropriate resources to address the client/prospective client's risk needs, thereby retaining and growing a profitable book of business.
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; supports growth of book of business through rounding of accounts and through new business production.
Returns a phone call within 24 hours and responds 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. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. We offer a variety of working style solutions for our colleagues and a continuous learning culture that inspires and equips you to learn, share and grow. At Aon, you are more connected, more relevant, and more valued.
Benefits Summary Aon offers a comprehensive package of benefits for full‑time and regular part‑time colleagues, including: 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, 15 days of paid vacation per year, paid sick leave as provided under state and local 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.
Equal Employment Opportunity Statement Aon is a proud 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.
Salary The salary range for this position (intended for U.S. applicants) is $65,000-$115,000 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.
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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.
Work to build, expand, and solidify relationships with existing clients and prospective clients; leads appropriate resources to address the client/prospective client's risk needs, thereby retaining and growing a profitable book of business.
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; supports growth of book of business through rounding of accounts and through new business production.
Returns a phone call within 24 hours and responds 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. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. We offer a variety of working style solutions for our colleagues and a continuous learning culture that inspires and equips you to learn, share and grow. At Aon, you are more connected, more relevant, and more valued.
Benefits Summary Aon offers a comprehensive package of benefits for full‑time and regular part‑time colleagues, including: 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, 15 days of paid vacation per year, paid sick leave as provided under state and local 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.
Equal Employment Opportunity Statement Aon is a proud 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.
Salary The salary range for this position (intended for U.S. applicants) is $65,000-$115,000 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.
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