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 is looking for a Private Client Account Executive.

As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, you will help empower results for our clients by delivering innovative and effective solutions supporting our APRM group. This position is virtual role, based in California.

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

What the day will look like:

• Manages an assigned book of high-net-worth personal insurance clients with personal insurance portfolios of varying size and complexity. May also include Group Excess Liability programs.
• Work to build, expand, and solidify relationships with existing clients and prospective clients. Leads appropriate resources to address the client/prospective client's risk needs, thereby retaining and growth a profitable book of business. Promotes the value that Aon delivers to clients through superior service, pricing, consultation, and reporting.
• Brokers and maintains required insurance policies and risk management solutions on behalf of clients.
• Conducts annual reviews for clients ahead of key renewal dates.
• Coordinates all client-related billing matters and maintains aged receivables reports.
• Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.
• Maintains awareness of all large and potentially complicated claim-related matters and assists in the negotiation of equitable claim settlements on behalf of clients.
• Engages internal and external resources as required in order to Empower Results on behalf of our clients.
• Achieves assigned annual revenue growth and retention metrics. Supports growth of book of business through rounding of accounts and through new business production.
• The time service standard: returning a phone call within 24 hours and responding to email by end of the day.
• Develops and maintains meaningful working relationships with insurers, clients, referral sources, and colleagues through regular contact and interaction.
• Maintains awareness of all insurance carrier partner products, services, and systems.
• Fully utilizes internal client management system to maintain policies, client correspondence, coordinate billing activities, and management client related tasks.
• Achieves assigned transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.

Skills and experience that will lead to success:

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

Education:

• Bachelor’s degree or equivalent years of industry experience.

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $115,000 to $135,000 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.

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:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: 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, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and 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, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.