Personal Lines Account Executive / Broker Specialist II

Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management strategies for High-Net-Worth individuals and families.

The Personal Lines Account Executive – Broker Specialist II will be responsible for supporting a team of Account Executives with the day-to-day account management and for broking of high-net-worth personal insurance programs. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. You will report directly to the Associate Regional Director.

This is an East Coast virtual opportunity.

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

What the day will look like

Job Responsibilities:

• Supports the Account Executives by working to build, expand, and solidify relationships with existing clients and prospective clients.

• Assists in leading appropriate resources to address the client/prospective client's risk needs, thereby assisting in the retention and growth of a profitable book of business.

• Promotes the value that Aon delivers to clients through superior service, pricing, consultation, and reporting.

• Assist with new business and remarketing of personal insurance programs for current clients.

• Updating applications within our agency management system, quoting online with insurers, and completing coverage comparisons or proposals for the Account Executives in Microsoft Word PowerPoint or Excel.

• Prepare and input summary of coverages for Account Executives.

• Assist with conducting annual reviews for clients.

• Process changes and endorsements within 48 hours of receipt. The time service standard: returning a phone call within 24 hours and responding to emails by the end of the day.

• Assist the Account Executive with complex claim activity. Including contacting claims adjusters when necessary.

• Assisting the Account Executive with client billing issues- including contacting the carrier and/or internal accounting team to coordinate, track, resolve billing/payment issues.

• Access carrier websites/systems to process changes, retrieve documents and information as required.

• 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.

• Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.

• Engages internal and external resources as required in order to Empower Results on behalf of our clients.

• The time service standard: returning a phone call within 24 hours and responding to email by the 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 manage client related tasks.

• Fosters innovative solutions to drive success for our clients.

  How this opportunity is different

  This position will learn to build, expand, and solidify relationships with existing clients at senior levels and to lead appropriate resources to address the client's risk needs and thereby retain and grow a profitable book of business. This is done through service, pricing, consultation and reporting, promotes the value Aon delivers to clients.

  Skills and experience that will lead to success

  Required Experience:

• Property & Casualty license required

• Minimum 1-3 years’ experience in high-net-worth personal insurance.

• Experience and proficiency utilizing carrier management platforms (Chubb, PCS, PURE, Berkley One, Vault, Cincinnati, etc.)

• Experience with Nexsure agency management system preferred.

• Proficiency with the MicroSoft office suite products required.

• Evidence of ability to become proficient in the use of Aon specific software tools and create innovative solutions.

  Education:

• CAPI, CPIRA, CPCU, CIC, or ARM completed or in process is preferred.

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

  How we support our colleagues

  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

  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, diverse 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 welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

  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 $65,000 to $85,000 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.

  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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

  #LI-PR1

  #LI-VIRTUAL

  2549433

  Personal Lines Account Executive / Broker Specialist II

  Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management strategies for High-Net-Worth individuals and families.

  The Personal Lines Account Executive – Broker Specialist II will be responsible for supporting a team of Account Executives with the day-to-day account management and for broking of high-net-worth personal insurance programs. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. You will report directly to the Associate Regional Director.

  This is an East Coast virtual opportunity.

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

  What the day will look like

  Job Responsibilities:

• Supports the Account Executives by working to build, expand, and solidify relationships with existing clients and prospective clients.

• Assists in leading appropriate resources to address the client/prospective client's risk needs, thereby assisting in the retention and growth of a profitable book of business.

• Promotes the value that Aon delivers to clients through superior service, pricing, consultation, and reporting.

• Assist with new business and remarketing of personal insurance programs for current clients.

• Updating applications within our agency management system, quoting online with insurers, and completing coverage comparisons or proposals for the Account Executives in Microsoft Word PowerPoint or Excel.

• Prepare and input summary of coverages for Account Executives.

• Assist with conducting annual reviews for clients.

• Process changes and endorsements within 48 hours of receipt. The time service standard: returning a phone call within 24 hours and responding to emails by the end of the day.

• Assist the Account Executive with complex claim activity. Including contacting claims adjusters when necessary.

• Assisting the Account Executive with client billing issues- including contacting the carrier and/or internal accounting team to coordinate, track, resolve billing/payment issues.

• Access carrier websites/systems to process changes, retrieve documents and information as required.

• 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.

• Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.

• Engages internal and external resources as required in order to Empower Results on behalf of our clients.

• The time service standard: returning a phone call within 24 hours and responding to email by the 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 manage client related tasks.

• Fosters innovative solutions to drive success for our clients.

  How this opportunity is different

  This position will learn to build, expand, and solidify relationships with existing clients at senior levels and to lead appropriate resources to address the client's risk needs and thereby retain and grow a profitable book of business. This is done through service, pricing, consultation and reporting, promotes the value Aon delivers to clients.

  Skills and experience that will lead to success

  Required Experience:

• Property & Casualty license required

• Minimum 1-3 years’ experience in high-net-worth personal insurance.

• Experience and proficiency utilizing carrier management platforms (Chubb, PCS, PURE, Berkley One, Vault, Cincinnati, etc.)

• Experience with Nexsure agency management system preferred.

• Proficiency with the MicroSoft office suite products required.

• Evidence of ability to become proficient in the use of Aon specific software tools and create innovative solutions.

  Education:

• CAPI, CPIRA, CPCU, CIC, or ARM completed or in process is preferred.

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

  How we support our colleagues

  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

  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, diverse 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 welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

  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 $65,000 to $85,000 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.

  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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

  #LI-PR1

  #LI-VIRTUAL