Note: The job is a remote job and is open to candidates in USA. Aon is looking for a Private Client Account Executive responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families. The role involves managing client relationships, coordinating billing, and achieving revenue growth while delivering innovative solutions to meet client needs.
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
- Eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary
- 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
- Employee assistance program that includes free counseling sessions
Company Overview