Elite Remote Private Client Account Executive

Aon plc; California; Hybrid; USD 115,000 - 135,000; Full time

Benefits offered by this job

401(k) with employer contributions

Employee stock purchase plan

Paid time off and holidays

Long-term incentive awards

Job summary

Aon plc in California is seeking a Private Client Account Executive to manage high-net-worth personal insurance programs and broker complex coverage for affluent clients and families. This virtual role allows you to serve clients remotely while based in California.

You will lead client relationships, coordinate with internal teams, and conduct annual policy reviews to ensure client needs are met. Aon offers robust benefits and a path for growth within the APRM group.

Qualifications

• 5-10 years of high net-worth personal insurance experience required.
• Property & Casualty Broker's License required.
• Appropriate insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process is preferred.

Responsibilities

• Manages an assigned book of high-net-worth personal insurance clients with personal insurance portfolios of varying size and complexity.
• Builds, expands, and solidifies relationships with existing and prospective clients; leads resources to address risk needs and retain and grow a profitable book of business.
• Brokers and maintains required insurance policies and risk management solutions for clients.
• Conducts annual reviews for clients ahead of key renewal dates.
• Coordinates client-related billing matters and maintains aged receivables reports.
• Works with Client Services and coordinators to process changes and client requests promptly.
• Maintains awareness of large claim-related matters and assists in negotiating settlements.
• Engages internal and external resources to Empower Results for clients.
• Aims for annual revenue growth and retention; grows book through new business.

Skills

HNW insurance experience

P&C Broker's License

Insurance designations

Education

Bachelor's degree

Job description

Aon plc in California is seeking a Private Client Account Executive to manage high-net-worth personal insurance programs and broker complex coverage for affluent clients and families. This virtual role allows you to serve clients remotely while based in California.

You will lead client relationships, coordinate with internal teams, and conduct annual policy reviews to ensure client needs are met. Aon offers robust benefits and a path for growth within the APRM group.