Note: The job is a remote job and is open to candidates in USA. Aon is looking for a Private Client Account Executive to join their team. This role is responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, ensuring strong client relationships and effective risk management solutions.
Responsibilities
- 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
- Property & Casualty Broker's license required
- Appropriate insurance designations such as: CPCU, CIC, CPRM, CPRIA, AFIS, ARM or CAPI
- 5+ years of High Net Worth client service experience
- Insurance industry experience (preferably personal lines)
- Bachelor's degree or equivalent years of industry experience
Benefits
- 401(k) savings plan with employer contributions
- 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
- 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
- Optional long-term disability
- Health savings account
- Health care and dependent care reimbursement accounts
- Employee and dependent life insurance
- Supplemental life and AD&D insurance
- Optional personal insurance policies
- Adoption assistance
- Tuition assistance
- Commuter benefits
- Employee assistance program that includes free counseling sessions
- Two “Global Wellbeing Days” each year
- We offer a variety of working style solutions for our colleagues as well
- Eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary
Company Overview