Private Client Account Executive

Aon Corporation • Mannsville, OK

2d • Remote

About The Position

Aon is seeking a Private Client Account Executive for a virtual role based in California. The position manages the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, supporting Aon's APRM group. The role manages an assigned book of high-net-worth personal insurance clients with portfolios of varying size and complexity, which may include Group Excess Liability programs. It focuses on serving and retaining clients, growing profitable business, providing insurance and risk-management solutions, and meeting service, compliance, revenue growth, and retention goals.

Requirements

• Property and Casualty Broker's License.
• 5–10 years of high-net-worth personal insurance experience.
• Bachelor’s degree or equivalent years of industry experience.

Nice To Haves

• Insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS, or ARM, completed or in process.

Responsibilities

• Manage an assigned book of high-net-worth personal insurance clients and, where applicable, Group Excess Liability programs.
• Build and strengthen relationships with existing and prospective clients, identify risk needs, and coordinate resources to retain and grow a profitable book of business.
• Promote Aon's value through service, pricing, consultation, and reporting.
• Broker and maintain required insurance policies and risk-management solutions for clients.
• Conduct annual client reviews ahead of key renewal dates.
• Coordinate client billing matters and maintain aged receivables reports.
• Work with the Client Services team and assigned Coordinator to process policy changes and other client requests promptly.
• Monitor significant or complex claims and assist in negotiating equitable claim settlements on clients' behalf.
• Engage internal and external resources to support client outcomes.
• Meet assigned annual revenue growth and retention metrics, including growing the book through account rounding and new business production.
• Meet service standards by returning phone calls within 24 hours and responding to email by the end of the day.
• Maintain working relationships with insurers, clients, referral sources, and colleagues through regular contact.
• Stay informed about insurance carrier partner products, services, and systems.
• Use the internal client management system to maintain policies and correspondence, coordinate billing, and manage client-related tasks.
• Meet assigned transparency, disclosure, and compliance goals and foster innovative client solutions.

Benefits

• 401(k) savings plan with employer contributions
• Employee stock purchase plan
• Potential 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 and 15 vacation days per year
• Paid sick leave as provided under applicable state and local 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
• Employee assistance program, including free counseling sessions
• Two Global Wellbeing Days each year
• Annual discretionary bonus eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level