Private Client Account Executive

Private Client Account Executive

Aon is looking for a Private Client Account Executive. As part of an industry leading team, the Private Client Account Executive is responsible 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 in the Midwest region.

Duties and 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.
• 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 High Net Worth client service experience
• Insurance industry experience (preferably personal lines)
• Education: Bachelor's degree or equivalent years of industry experience

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.