Account Executive - Assistant Vice President - Private Equity

Aon plc; Miami, Jacksonville, Tampa (FL, FL, FL); Hybrid; USD 107,000 - 143,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Medical, dental & vision insurance

Paid time off

Sick leave

Disability insurance

Tuition assistance

Commuter benefits

Employee assistance program

Job summary

Aon plc in Florida is seeking a Private Equity Account Executive to lead benefits consulting and client service for designated accounts. This hybrid role combines virtual work with in-person activity in Florida offices (Jacksonville, Miami, or Tampa) and focuses on profitable growth through strategic benefits solutions.

You will develop health and benefits strategies, manage vendor relationships, and coordinate cross-functional teams to deliver value to clients while expanding the book of

Qualifications

• 7+ years of Health and Benefits background in a client-facing environment.
• Experience in benefits consulting, brokerage or related services.
• Business development experience and ability to grow accounts.

Responsibilities

• Lead benefits consulting projects and client meetings with HR, Benefits and Finance executives.
• Develop employee benefits strategies and manage vendor relationships.
• Retain and grow a profitable book of business through excellent service.
• Present reports, pricing, and benchmarking analyses to clients.
• Coordinate internal resources and teams to meet client goals.
• Assist with client acquisitions and benefit integrations.
• Structure compensation discussions for services and ensure profitability.

Skills

Health and Benefits

Benefits consulting

Business development

Client engagement

CRM

Data analysis

Education

Bachelor’s degree

Life/Accident/Health license

Tools

Microsoft Office

CRM software

Job description

Are you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective solutions to clients? If yes, then our Private Equity Account Executive role is the one for you.

This is a hybrid role with the flexibility to work both virtually and from any of our Florida offices (Jacksonville, Miami or Tampa).

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

Responsible for overall total rewards strategy, benefits consulting, vendor management, client service, and growth-related activities for designated clients and prospects. This position will have frequent interactions with clients’ HR, Benefits and Finance executives regarding the delivery of benefits consulting services. Leads client service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation and reporting, promotes the value Aon delivers to clients. Handles predominantly (i.e., 70%+) small and mid-market clients. Additionally, the Account Executive - Assistant Vice President will:

• Develop employee benefits strategies, lead sophisticated benefits consulting projects, manage vendors, develop client reports, lead external meetings and internal resource coordination.
• Maintain and grow long-term client relationships through excellent service
• Display an in-depth understanding of the Health and Benefits marketplace, as well as Aon’s Health Solutions capabilities
• Possess experience and expertise in benefit plan design, rate analysis, strategy, RFP development and response review, insurance carrier negotiations, stewardship report preparation, benchmark analysis, client financial analysis and reporting and carrier contract reviews
• Demonstrate excellent communication, presentation and interpersonal collaboration skills
• Form effective teams, share client background and goals, measure results, share ideas, identify process improvements, provide timely and regular coaching and feedback to team members
• Exhibit thought leadership—understand and be able to articulate ideas to clients
• Marshal appropriate Aon resources to support client needs
• Assist with client acquisitions and benefit integrations
• Arrange Aon compensation for services, whether fee or commission-based, and ensure overall account profitability

Skills to be successful in the role

• 7+ years of Health and Benefits background and 5+ plus years of benefits consulting/brokerage experience
• Client facing experience at a consulting company, insurance company, or brokerage focused on benefits and health services
• Business development experience
• Broad business knowledge/perspective
• Team building skills
• Proficiency with Microsoft Office tools
• Working understanding of the Private Equity industry is preferred
• Data Management, Meeting Facilitation, Project Management, Risk Management, Solutions Design, Benefits Administration, Workforce Strategy, Consulting, Customer Engagement, Customer Relationship Management (CRM), Data Analysis

Education

• Bachelor’s degree or applicable experience or equivalent years of industry experience
• Life/Accident/Health insurance license (or ability to learn license after hire)

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $107,000 to $143,000 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.

The salary range reflected is based on a primary work location of Miami, FL. The actual salary may vary for applicants in a different 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.

A summary of all the benefits offered for this position:

• 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
• this role does not accrue vacation
• this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices
• various other types of leaves of absence
• paid sick leave as provided under state and local paid sick leave laws
• short-term disability
• 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
• Eligibility for benefits is governed by the applicable plan documents and policies

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.