Account Manager, Habitational (Hybrid or Remote PST)

Aon•Virtual, CA

About The Position

The Account Manager services an assigned book of habitational commercial insurance accounts in partnership with Advisors/Client Executives and Account Executives. Clients may include apartment and multifamily property owners, condominium associations, homeowners associations, and property managers. The role manages day-to-day client needs, renewals, marketing and remarketing, carrier communications, and the preparation of proposals, coverage comparisons, and client presentations. The Account Manager builds strong relationships with clients and carrier partners, exercises significant independent discretion, and collaborates with senior team members on account strategy, complex coverage matters, and placement decisions. The position may be hybrid or fully remote for candidates located in any U.S. city. The required schedule is Monday through Friday, 9 a.m. to 5 p.m. Pacific Time, regardless of residential time zone. Remote employees must maintain a private workspace to secure company equipment and correspondence, have high-speed internet, be present and responsive online, and minimize personal interruptions during the work shift.

Requirements

More than 3 years of client service and/or industry and product line experience.
California P&C Insurance License required.
Highly organized, with excellent verbal and written communication skills.
Self-confidence to make sound independent decisions.
Ability to interact successfully with a variety of people and work effectively both in a team environment and autonomously.
Ability to handle situations calmly, courteously, and professionally.
Customer focus and ability to establish and maintain effective relationships.
Intermediate experience with Microsoft Office products, specifically Word, Excel, and Outlook.
Ability to prioritize multiple tasks to meet deadlines.
Strong analytical and problem-solving skills, attention to detail, decision-making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines, and technology.
For remote work, ability to maintain a private workspace, high-speed internet, online responsiveness, and minimal personal interruptions during the work shift.

Nice To Haves

Associate degree or equivalent; a BA/BS is preferred.

Responsibilities

Proactively develop relationships with carrier and client contacts and, when appropriate, take an active role in meetings.
Prepare and send requests for proposals to applicable insurance carriers and compile results in spreadsheets.
Prepare the first draft of renewal presentations.
Lead the review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
Begin communicating directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
Create and maintain client files in accordance with office procedures.
Maintain client policy records in the agency management system when assigned.
Answer billing questions from clients and insurance company personnel as the first line of support, involving the Accounting Department when necessary.
Manage day-to-day client needs, renewals, marketing and remarketing, carrier communications, and preparation of proposals, coverage comparisons, and client presentations.