Strategic SMB Insurance Account Executive

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

Health insurance

Paid time off

Holidays

Wellbeing days

Job summary

Aon is seeking an Account Executive/Broker with Small and Medium Enterprise focus to engage with existing clients and prospects, ensuring appropriate coverage and recommending additional solutions. You will join a technology-driven, client-focused team at a leading Insuretech company based in the United States.

The role emphasizes handling a book of business, collaboration with client service teams, and achieving revenue targets through renewals and cross-sell opportunities.

Qualifications

• Must have a valid Property and Casualty license.
• Commercial Insurance experience.
• 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 with Microsoft Office Suite, GSuite; Salesforce a plus.

Responsibilities

• Handle incoming tasks for your assigned book of business.
• Provide high-quality customer interactions as you acclimate to and evolve your book of business.
• Present additional products to existing customers.
• Collaborate with external partners and client service team to develop sales and retention strategies.
• Meet and exceed company revenue targets through renewals, cross-sell/up-sell, and new business.
• Engage in daily training and professional development opportunities.

Skills

Customer service

Communication

Sales mindset

Education

Bachelor's degree or applicable experience

Tools

Microsoft Office

GSuite

Salesforce

Job description

Aon is seeking an Account Executive/Broker with Small and Medium Enterprise focus to engage with existing clients and prospects, ensuring appropriate coverage and recommending additional solutions. You will join a technology-driven, client-focused team at a leading Insuretech company based in the United States.

The role emphasizes handling a book of business, collaboration with client service teams, and achieving revenue targets through renewals and cross-sell opportunities.