As part of an industry leading team, the Private Client Account Executive is responisble 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 is a virtual position, located 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.
Duties and Responsibilies:
- 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.
- Works 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 growth 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 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.
- The time service standard: returning a phone call within 24 hours and responding to email by the 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 and disclosure and compliance goals and fosters innovative solutions to drive success for our clients.
Skills and experience that will lead to success:
- Property & Casualty Broker's license required
- Appropriate insurance designations such as: CPCU, CIC, CPRM, CPRIA, AFIS, ARM or CAPI
- 5+ years of client service experience, high net worth personal lines
- Insurance industry experience (preferably personal lines)
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. Furthermore, 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 for our colleagues as well.
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
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 are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.
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.
Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of 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 [$X to $X] 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.
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, but not limited to: 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 throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave 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. Eligibility for benefits is governed by the applicable plan documents and policies.
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