Account Executive Broker III - Personal Lines

Aon; California (MO); Hybrid; USD 100,000 - 130,000; Full time

Job summary

A leading company in Insurance and Risk Management is seeking a Portfolio Manager for personal insurance clients. The role includes managing relationships and policies for high-net-worth clients while supporting their overall insurance needs. This position offers salary up to $130,000 and opportunities for advancement within a flexible, inclusive culture. Candidates should have a solid background in personal lines insurance with strong negotiation skills.

Benefits

Annual discretionary bonus

Comprehensive benefits package

Flexible work environment

Qualifications

• 5 to 10 years of experience in personal lines insurance and risk management.
• Property and Casualty license is required.
• Experience working with high-net-worth clients.

Responsibilities

• Manage a portfolio of high-net-worth personal insurance clients.
• Broker and maintain required insurance policies and risk management solutions.
• Conduct annual reviews for clients ahead of renewal dates.

Skills

Negotiation

Technical proficiency

Relationship management

Education

Bachelor's degree or equivalent experience

Tools

Carrier management platforms

Aon-specific software tools

Job description

Employer Industry: Insurance and Risk Management

Why consider this job opportunity:
- Salary up to $130,000 annually
- Eligible for annual discretionary bonus in addition to base salary
- Comprehensive benefits package including medical, dental, and vision insurance
- Opportunity for career advancement and growth within the organization
- Flexible work environment with the option for remote work
- Inclusive workplace culture that encourages personal wellbeing and work-life balance

What to Expect (Job Responsibilities):
- Manage a portfolio of high-net-worth personal insurance clients, including Group Excess Liability programs
- Broker and maintain required insurance policies and risk management solutions for clients
- Conduct annual reviews for clients ahead of key renewal dates
- Coordinate client billing matters and manage aged receivables
- Establish and maintain significant relationships with insurers, clients, and colleagues

What is Required (Qualifications):
- Property and Casualty license is required
- 5 to 10 years of experience in personal lines insurance and risk management
- Experience working with high-net-worth clients
- Strong negotiation skills and technical proficiency in creating innovative solutions
- Bachelor’s degree or equivalent years of industry experience

How to Stand Out (Preferred Qualifications):
- Appropriate insurance designations such as CPCU, CIC, CPRM, and/or ARM completed or in process
- Proficiency in carrier management platforms and Aon-specific software tools

#Insurance #RiskManagement #CareerOpportunity #RemoteWork #InclusiveWorkplace #BenefitsPackage

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