Insurance Account Executive (SME) – Growth & Solutions

Aon; New York (NY); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Medical, dental and vision insurance

Paid time off

Paid holidays

Paid vacation

Paid sick leave

Short-term disability

Health Savings Account

Commuter benefits

Life insurance

Job summary

Aon is seeking an Account Executive/Broker for Small and Medium Enterprise to engage with existing clients and prospects, ensuring appropriate coverage and recommending additional solutions. This role supports a technology-driven, client-focused environment and offers exposure to strategic company direction.

Candidates with a Property & Casualty license and 2–3 years of P&C broking experience will thrive, collaborating with client service teams to drive renewals and cross-sell opportunities

Qualifications

• Must have a valid Property and Casualty license.
• Commercial Insurance experience required.
• 2-3 years experience in broking and placing all lines of P&C coverage for commercial clients.
• Ability to advise, recommend and explain P&C products to meet client's insurance needs.
• Strong communication skills.
• Proficiency and comfort with the Microsoft Office Suite products, GSuite, Salesforce experience a plus.

Responsibilities

• Handle incoming tasks for your assigned book of business and manage relationships with clients.
• Provide high-quality customer interactions as you acclimate to and grow your book of business.
• Present additional products to existing customers as opportunities arise.
• Coordinate with external partners and client service teams to develop sales and retention strategies.
• Aim to meet or exceed revenue targets through renewals, cross-sell/up-sell, and new business.
• Engage in daily training and professional development opportunities.

Skills

P&C license

Commercial insurance

Broking experience

Communication skills

Office software (MS Office, GSuite)

Salesforce experience

Education

Bachelor's degree or applicable experience

Tools

Salesforce

MS Office

GSuite

Job description

Aon is seeking an Account Executive/Broker for Small and Medium Enterprise to engage with existing clients and prospects, ensuring appropriate coverage and recommending additional solutions. This role supports a technology-driven, client-focused environment and offers exposure to strategic company direction.

Candidates with a Property & Casualty license and 2–3 years of P&C broking experience will thrive, collaborating with client service teams to drive renewals and cross-sell opportunities