Account Executive and Broker II, PSP-- New York (hybrid)

Aon; New York (NY); Hybrid; USD 134,000 - 180,000; Full time

Job summary

An established industry player is seeking a dedicated Account Executive and Broker II to support Senior Vice-President on complex insurance placements. This hybrid role involves managing client relationships, overseeing renewal cycles, and ensuring timely service delivery. You'll collaborate with various teams, handle complex insurance projects, and contribute to business development efforts. Join a forward-thinking company that values inclusivity and supports your professional growth while providing comprehensive benefits and a commitment to work/life balance. If you have a passion for insurance and a drive to excel, this opportunity is perfect for you.

Benefits

Comprehensive benefits

Wellbeing days

Support for work/life balance

Learning and growth opportunities

Qualifications

• Minimum 5 years of Professional Liability insurance experience.
• Experience in Employment Practices Liability and Cyber insurance is a plus.

Responsibilities

• Service consulting firm clients daily.
• Manage renewal cycles for Professional Liability insurance programs.
• Prepare and verify market quotes and policy documentation.

Skills

Excellent writing and communication skills

Effective listening and teamwork abilities

Strong organizational and interpersonal skills

Attention to detail

Ability to prioritize and manage deadlines

Technical orientation

Education

Bachelor’s degree

NY State Brokers License

Tools

Word

Excel

PowerPoint

Outlook

Job description

Account Executive and Broker II, PSP-- New York (hybrid)

Join to apply for the Account Executive and Broker II, PSP-- New York (hybrid) role at Aon.

Role Overview

Provide detailed support to Senior Vice-President/Practice Leaders on complex Professional Liability, Employment Practices Liability, Management Liability, Technology Errors & Omissions, and Cyber insurance placements. Ensure client needs are promptly satisfied, deadlines are met, and quality standards are maintained. Handle projects independently and creatively, grasping topics involving our specialty consulting niche. Act on behalf of the SVP in their absence. Collaboration skills are vital. Knowledge of broking Professional Liability insurance is important.

Company Mission

Aon is in the business of better decisions. We shape decisions for the better to protect and enrich lives globally. We are united through trust as an inclusive team, passionate about helping colleagues and clients succeed.

Daily Responsibilities

1. Service consulting firm clients daily.
2. Manage renewal cycles for Professional Liability insurance programs, coordinating all steps timely, including preparing renewal letters, reviews, market submissions, and ensuring coverage is bound before the effective date.
3. Review applications and underwriting submissions prepared by AVP.
4. Develop renewal strategy documents and participate in renewal discussions.
5. Prepare and verify market quotes, binders, and policy documentation.
6. Maintain client, marketing, and claims files promptly.
7. Check premium and tax computations; prepare client invoices.
8. Review and prepare policy wording comparisons, letters, and reports under SVP guidance.
9. Promptly acknowledge communications from clients, insurers, and offices.
10. Coordinate with other Aon offices for smooth client and marketing activities.
11. Broking to markets, including marketing and renewal terms development, understanding Professional Liability coverage terms.
12. Place complex Professional Liability insurance towers with SVP's coordination.
13. Review insurance summaries and client requirements, prepare responses collaboratively.
14. Willing to travel as needed.
15. Input data into CIS, GRIP, and other systems.
16. Maintain daily diaries and outstanding lists.
17. Assist in developing sales documents, presentations, and RFP responses.
18. Participate in practice building and business development as needed.

Skills & Experience for Success

• Excellent writing and communication skills.
• Effective listening and teamwork abilities.
• Strong organizational and interpersonal skills.
• Attention to detail and ability to work under pressure.
• Ability to prioritize and manage deadlines, flexible work approach.
• Technical orientation and energy with a sense of urgency.

Education & Experience

• Minimum 5 years of Professional Liability insurance experience.
• Experience in Employment Practices Liability, Management Liability, Technology Errors & Omissions, and Cyber insurance is a plus.
• Bachelor’s degree required.
• NY State Brokers License or willingness to obtain it.
• Proficiency in Word, Excel, PowerPoint, Outlook.

Our Support for Colleagues

We offer comprehensive benefits, promote inclusivity, support work/life balance, and provide wellbeing days. Our culture encourages learning, growth, and authenticity. We are committed to an inclusive, equal opportunity workplace and provide reasonable accommodations for disabilities.

Salary range: $134,000–$180,000 annually, with potential bonuses and benefits detailed above.