Private Equity Client Success Lead (Hybrid)

Aon is Looking for an Account Manager II! Are you looking to join a highly collaborative, team‑oriented client service environment? This role will support clients on Aon’s Private Equity team, working closely with Account Executives, carriers, and internal partners to manage day‑to‑day service delivery. Private Equity experience is preferred but not required, as training and support will be provided for candidates with strong Account Management fundamentals and a willingness to learn. This is a hybrid role based out of our Miami, FL office. 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. What the day will look like: Partner with Account Executives on assigned book of business, manage day-to-day service processes and outputs, support a variety of strategic, client-facing initiatives, and run point on each client’s renewal cycle, ensuring a positive and productive client experience. How this opportunity is different What makes this opportunity different is the combination of meaningful client impact and Aon’s collaborative culture. In this role, you’ll work closely with colleagues across geographies and solution lines, leveraging Aon’s tools and deep expertise to deliver great outcomes for clients - while benefiting from a supportive environment that prioritizes continuous learning, career development, and personal wellbeing. Skills that will lead to success: Maintains effective and positive relationships with clients. Serves independently in a client-facing capacity on matters of moderate importance and complexity. Facilitates the timely and accurate flow of information between clients, and account team members, keeping all parties informed. Handles client open items lists and respond to client ad-hoc requests. Gathers and analyzes data and drafts assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation. Actively supports and monitors the renewal process, engaging with account team members as necessary. May draft quote comparisons and is responsible for saving down binders, policies, and endorsements. Where applicable, serves as the primary point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed efficiently and quality of client deliverables. Primary collaborator with Premium Accounting on client billing matters. Receives and handles routine and sophisticated coverage inquiries and endorsement requests. Serves as key client liaison for items such as certificates, auto IDs, location additions, invoices, Worker’s Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals. Monitors and follows -up on invoice generation, fee agreements, receivables, and collections. Addresses and resolves problems. May provide guidance and mentoring to a less senior account specialist. Delegates work to support staff and ACS where applicable. Ensures tools are understood and used. Performs related duties as assigned. Education and Experience: 3+ years of insurance experience required (preferably in an Account Management role) Property & Casualty broker’s license strongly preferred, or to be obtained within 120 days of start date Strong verbal and written communication skills and analytical abilities Ability to work well under pressure with attention to detail Team oriented self-starter, with ability to organize, prioritize, monitor and control workflow deadlines and be flexible Proficient in Outlook, Microsoft Excel, Word, and PowerPoint (intermediate to expert user level preferred) High school diploma or equivalent required Associates degree preferred Experience supporting complex clients is preferred Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $70,000 - $85,000. 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. 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. 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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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