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, helping empower results for our clients by delivering innovative and effective solutions supporting our APRM group. This position is virtual, but the ideal candidate would reside on the East Coast. 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.
Overview 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.
Builds, expands, and solidifies relationships with existing clients and prospective clients. Leads resources to address the client’s risk needs, thereby retaining and growing a profitable book of business. Promotes the value that Aon delivers to clients through superior service, pricing, consultation, and reporting.
Brokers and maintains required insurance policies and risk management solutions for 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 large and potentially complicated claim-related matters and assists in negotiating equitable claim settlements on behalf of clients.
Engages internal and external resources as required to empower results on behalf of our clients.
Aims for assigned annual revenue growth and retention metrics. Supports growth of the book of business through rounding of accounts and new business production.
Time service standard: 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.
Aches to transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.
Qualifications
Property and Casualty Broker's License required.
Appropriate insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process 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 supports wellbeing and work/life balance. We offer two Global Wellbeing Days each year and various working style solutions. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. 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. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities 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 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. If you are a search firm, you will not be compensated for submitting a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
The salary range for this position (intended for U.S. applicants) is $65,000-$115,000 annually. The actual salary will vary based on education, experience, skills, and abilities, as well as internal equity and market data. The salary may also be adjusted based on 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.
EEO and Benefits A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including a 401(k) plan with employer contributions; employee stock purchase plan; eligibility for long-term incentive awards; medical, dental and vision insurance; paid time off including holidays, vacation, and sick leave where applicable; short-term and optional long-term disability; health savings and reimbursement accounts; life insurance; dependent care and other related benefits. Eligibility for benefits is governed by the applicable plan documents and policies.
We welcome applications from all and provide reasonable accommodations 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 accommodations we provide, email ReasonableAccommodations@Aon.com.
Job Titles and Locations
New York, NY – Various salary ranges and postings are listed, including but not limited to $160,000.00-$181,600.00 and related roles.
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Overview 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.
Builds, expands, and solidifies relationships with existing clients and prospective clients. Leads resources to address the client’s risk needs, thereby retaining and growing a profitable book of business. Promotes the value that Aon delivers to clients through superior service, pricing, consultation, and reporting.
Brokers and maintains required insurance policies and risk management solutions for 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 large and potentially complicated claim-related matters and assists in negotiating equitable claim settlements on behalf of clients.
Engages internal and external resources as required to empower results on behalf of our clients.
Aims for assigned annual revenue growth and retention metrics. Supports growth of the book of business through rounding of accounts and new business production.
Time service standard: 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.
Aches to transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.
Qualifications
Property and Casualty Broker's License required.
Appropriate insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process 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 supports wellbeing and work/life balance. We offer two Global Wellbeing Days each year and various working style solutions. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. 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. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities 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 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. If you are a search firm, you will not be compensated for submitting a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
The salary range for this position (intended for U.S. applicants) is $65,000-$115,000 annually. The actual salary will vary based on education, experience, skills, and abilities, as well as internal equity and market data. The salary may also be adjusted based on 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.
EEO and Benefits A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including a 401(k) plan with employer contributions; employee stock purchase plan; eligibility for long-term incentive awards; medical, dental and vision insurance; paid time off including holidays, vacation, and sick leave where applicable; short-term and optional long-term disability; health savings and reimbursement accounts; life insurance; dependent care and other related benefits. Eligibility for benefits is governed by the applicable plan documents and policies.
We welcome applications from all and provide reasonable accommodations 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 accommodations we provide, email ReasonableAccommodations@Aon.com.
Job Titles and Locations
New York, NY – Various salary ranges and postings are listed, including but not limited to $160,000.00-$181,600.00 and related roles.
#J-18808-Ljbffr