Senior Insurance Client Services Lead

Aon; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Employee stock purchase plan

Medical, dental, and vision insurance

Paid holidays and vacation

Job summary

Aon in New York is seeking an Assistant Vice President to support Account Executives in delivering service and insurance advice to clients with a focus on professional liability programs. You will coordinate renewals, prepare submissions and assist in meetings, working in a hybrid model with three days per week in the NY office.

The role requires 3+ years in insurance, a valid Property & Casualty Broker License (or within 6 months), and strong MS Office/Excel skills.

Qualifications

• 3+ years of insurance experience in Professional Liability/PI preferred.
• Technology E&O, Cyber, Management Liability (D&O) and Employment Practices Liability experience an asset.
• Property & Casualty Broker License is required or obtained within 6 months.
• Ability to prioritize, multitask and monitor workflows.
• Strong written and verbal communication skills.

Responsibilities

• Participate in and assist the team with the delivery of services and insurance advice to clients.
• Liaise with senior client contacts regarding insurance programs and renewal information.
• Coordinate renewal cycles to ensure timely steps and accurate information.
• Prepare underwriting submissions and claims exhibits for clients.
• Assist in scheduling client/insurer underwriting meetings.
• Review insurer quotes, binders, and policy documents for accuracy.
• Prepare premium invoices and track payments.
• Organize and manage clients’ claims data and reporting.
• Prepare reports and presentations for client delivery.
• Support business development opportunities within the practice.
• Respond to client and insurer queries.
• Collaborate with colleagues across Aon offices for coordinated delivery.

Skills

Insurance experience

Communication skills

MS Office / Excel

Prioritization / multitasking

Mentoring others

Team collaboration

Education

Property & Casualty Broker License

Tools

MS Office

Excel

Job description

Aon in New York is seeking an Assistant Vice President to support Account Executives in delivering service and insurance advice to clients with a focus on professional liability programs. You will coordinate renewals, prepare submissions and assist in meetings, working in a hybrid model with three days per week in the NY office.

The role requires 3+ years in insurance, a valid Property & Casualty Broker License (or within 6 months), and strong MS Office/Excel skills.