Private Equity Client Success Manager (Hybrid, Miami)

Aon Corporation; Miami (FL); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Medical, dental and vision insurance

Paid time off & holidays

Job summary

Aon is seeking an Account Manager II in Miami to join our Private Equity service team. You will partner with Account Executives, carriers, and internal partners to manage day-to-day service for a dynamic client base.

The role emphasizes renewal management, client communication, data analysis, and cross-functional collaboration. Training and support will be provided for strong account-management fundamentals.

Qualifications

• 3+ years of insurance experience required, preferably in Account Management.
• Property & Casualty broker’s license strongly preferred or to be obtained within 120 days.
• Strong verbal and written communication skills and analytical abilities.
• Ability to handle pressure, meet deadlines, and work with a team.

Responsibilities

• Partner with Account Executives on the book of business; manage daily service processes.
• Support strategic client-facing initiatives and renewal cycles for clients.
• Maintain client relationships and ensure a positive experience.
• Answer client inquiries; respond to ad-hoc requests and items.
• Draft stewardship reports and tailored presentations for audiences.
• Coordinate with ACS and billing teams to ensure deliverables.
• Monitor invoices, fee agreements, receivables, and collections.
• Provide mentoring to less senior staff where applicable.

Skills

Client relationships

Renewal management

Data analysis

Communication

Cross-functional teamwork

Billing coordination

Project coordination

MS Office

Education

High school diploma or equivalent

Associate degree preferred

Tools

Outlook

Excel

PowerPoint

Job description

Aon is seeking an Account Manager II in Miami to join our Private Equity service team. You will partner with Account Executives, carriers, and internal partners to manage day-to-day service for a dynamic client base.

The role emphasizes renewal management, client communication, data analysis, and cross-functional collaboration. Training and support will be provided for strong account-management fundamentals.