Account Executive - Assistant Vice President - Private Equity
About The Position
The Account Executive – Assistant Vice President – Private Equity is responsible for total rewards strategy, benefits consulting, vendor management, client service, and growth activities for designated clients and prospects. The role frequently interacts with clients’ HR, Benefits, and Finance executives and leads client service teams to meet client needs, retain and grow a profitable book of business, and communicate the value Aon delivers through service, pricing, consultation, and reporting. The client portfolio will consist predominantly (70% or more) of small and mid-market clients. The position develops employee benefits strategies, leads sophisticated consulting projects, manages vendors, prepares client reports, leads external meetings, and coordinates internal resources. It maintains long-term client relationships, applies in-depth knowledge of the Health and Benefits marketplace and Aon’s Health Solutions capabilities, and contributes to client acquisitions and benefits integrations. The Account Executive also arranges fee- or commission-based compensation for services and ensures account profitability. This is a hybrid role based in Florida, with flexibility to work virtually and from Aon offices in Jacksonville, Miami, or Tampa. The position is eligible for an annual discretionary bonus in addition to base salary.
Requirements
- At least 7 years of Health and Benefits background.
- At least 5 years of benefits consulting or brokerage experience.
- Client-facing experience at a consulting company, insurance company, or brokerage focused on benefits and health services.
- Business development experience.
- Broad business knowledge and perspective.
- Team-building skills.
- Proficiency with Microsoft Office tools.
- Skills in data management, meeting facilitation, project management, risk management, solutions design, benefits administration, workforce strategy, consulting, customer engagement, CRM, and data analysis.
- Bachelor’s degree, applicable experience, or equivalent years of industry experience.
- Life/Accident/Health insurance license, or ability to obtain the license after hire.
Nice To Haves
- Working understanding of the Private Equity industry.
Responsibilities
- Develop employee benefits strategies and lead sophisticated benefits consulting projects.
- Manage vendors, develop client reports, lead external meetings, and coordinate internal resources.
- Maintain and grow long-term client relationships through excellent service.
- Lead client service teams to identify and meet client needs and retain and grow a profitable book of business.
- Promote the value Aon delivers through service, pricing, consultation, and reporting.
- Apply expertise in benefit plan design, rate analysis, strategy, RFP development and response review, insurance carrier negotiations, stewardship reports, benchmark analysis, client financial analysis and reporting, and carrier contract reviews.
- Build effective teams; share client background and goals; measure results; share ideas; identify process improvements; and provide timely, regular coaching and feedback to team members.
- Articulate ideas to clients and demonstrate thought leadership.
- Coordinate appropriate Aon resources to support client needs.
- Assist with client acquisitions and benefits integrations.
- Arrange fee- or commission-based compensation for services and ensure overall account profitability.
Benefits
- 401(k) savings plan with employer contributions.
- Employee stock purchase plan.
- Consideration for long-term incentive awards at Aon’s discretion.
- Medical, dental, and vision insurance.
- Paid time off at the discretion of the employee and management, in accordance with company policy and practices; this role does not accrue vacation.
- Various leaves of absence and paid sick leave as provided under applicable state and local laws.
- Short-term disability and optional long-term disability.
- Health savings account and 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.
- Employee assistance program that includes free counseling sessions.
- Annual discretionary bonus, subject to the applicable incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
