Aon
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Private Client Account Executive
role at
Aon . This position is virtual; 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. 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 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 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.
Develops and maintains meaningful working relationships with insurers, clients, referral sources, and colleagues through regular contact and interaction.
Fully utilizes internal client management system to maintain policies, client correspondence, coordinate billing activities, and management client related tasks.
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.
Benefits 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; medical, dental and vision insurance; paid time off; and optional personal insurance policies.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential.
Equal Employment Opportunity 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.
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.
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Private Client Account Executive
role at
Aon . This position is virtual; 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. 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 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 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.
Develops and maintains meaningful working relationships with insurers, clients, referral sources, and colleagues through regular contact and interaction.
Fully utilizes internal client management system to maintain policies, client correspondence, coordinate billing activities, and management client related tasks.
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.
Benefits 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; medical, dental and vision insurance; paid time off; and optional personal insurance policies.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential.
Equal Employment Opportunity 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.
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.
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