Senior Private Client Account Executive

Aon; Orlando (FL); Hybrid; USD 120,000 - 145,000; Full time

Job summary

A leading insurance services company is seeking a qualified Client Manager to oversee high-net-worth insurance portfolios. Candidates should possess a Broker's License and 5-10 years of client service experience in personal insurance. This role offers flexible remote options for East Coast applicants and opportunities for professional growth in a supportive environment.

Benefits

Comprehensive benefits package, including medical, dental, and vision

401(k) savings plan

Two Global Wellbeing Days each year

Flexible remote work option

Career advancement opportunities

Qualifications

• Property and Casualty Broker's License required.
• 5-10 years of client service experience in personal insurance.
• High net-worth personal insurance experience required.

Responsibilities

• Manage a book of high-net-worth personal insurance clients.
• Build and solidify relationships with existing and prospective clients.
• Conduct annual reviews for clients and coordinate billing matters.

Skills

Client service

Relationship building

Education

Bachelor’s degree or equivalent industry experience

Tools

Client management systems

Job description

Employer Industry: Insurance Services

Why consider this job opportunity:
- Salary up to $145,000 annually
- Eligible for annual discretionary bonus in addition to base salary
- Comprehensive benefits package, including medical, dental, vision, and 401(k) savings plan
- Two Global Wellbeing Days each year to focus on personal wellness
- Opportunity for career advancement and growth within a supportive and inclusive environment
- Flexible remote work option available for East Coast applicants

What to Expect (Job Responsibilities):
- Manage a book of high-net-worth personal insurance clients and their complex insurance portfolios
- Build and solidify relationships with existing and prospective clients to retain and grow a profitable book of business
- Broker and maintain required insurance policies and risk management solutions on behalf of clients
- Conduct annual reviews for clients and coordinate all client-related billing matters
- Maintain awareness of claim-related matters and assist in negotiating equitable claim settlements

What is Required (Qualifications):
- Property and Casualty Broker's License required
- 5-10 years of client service experience in personal insurance
- High net-worth personal insurance experience required
- Bachelor’s degree or equivalent years of industry experience
- Appropriate insurance designations such as CPCU, CIC, CPRM, or ARM completed or in process preferred

How to Stand Out (Preferred Qualifications):
- Experience in managing complex personal insurance portfolios
- Strong relationship-building skills with insurers, clients, and referral sources
- Familiarity with insurance carrier products, services, and systems
- Ability to fully utilize internal client management systems for client-related tasks
- Proven track record of achieving revenue growth and retention metrics

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