Aon · 6 hours ago
Private Client Account Executive-Personal Lines
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $135K/yr
5+ years expAon is a leading organization in the business of better decisions, focusing on protecting and enriching lives globally. They are seeking an Account Executive/Broker III for their Private Risk Management group to provide expertise in servicing high-net-worth individuals by developing customized personal risk management strategies.
ConsultingProfessional ServicesRisk Management
Responsibilities
Leads 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 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
Meets the time service standard: returning a phone call within 24 hours and responding to email by the end of the day
Establishes and maintains significant 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 applies internal client management system to maintain policies, client correspondence, coordinate billing activities and handle client related tasks
Achieves assigned visibility and disclosure and compliance goals
Champions innovative solutions to drive success for our clients
Qualification
Required
Property and Casualty license is required
5 to 10 years of experience in personal lines insurance and risk management
Experience working with High-Net-Worth clients
Solid negotiation and proven technical proficiency demonstrating capabilities to build innovative solutions
Strong knowledge of the insurance business and assigned clients' needs as well as all major lines of business
Proficiency in PC office products such as Word, Excel, Power Point and Outlook
Proficiency in utilizing carrier management platforms and evidence of ability to become proficient in the use of Aon specific software tools
Bachelor's degree or equivalent years of industry experience
Preferred
Appropriate insurance designations such as: CPCU, CIC, CPRM and/or ARM completed or in process is preferred
Benefits
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
An employee assistance program that includes free counseling sessions
Company
Aon
Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.94BKey Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO
Leadership Team
Alejandro Galizia
CEO Latin America, AON
Andy Marcell
CEO Global Solutions
Recent News
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