Private Client Account Executive

Private Client Account Executive

Aon is looking for a Private Client Account Executive. As part of an industry-leading team, 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 position is virtual role, based in California.

What the day will look like:

• 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.
• Work 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 reports.
• Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.
• Maintains 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 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 management client related tasks. Achieves assigned transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.

Skills and experience that will lead to success: Property and Casualty Broker's License required. 5-10 years of high net-worth personal insurance experience required. Appropriate insurance designations such as: CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process is preferred. Education: Bachelor's degree or equivalent years of industry experience.

How we support our colleagues: In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

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. You can request accommodations by emailing us at View email address on click.appcast.io or your recruiter.

The salary range for this position (intended for U.S. applicants) is $115,000 to $135,000 annually. 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. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.