Talent.com
Private Client Account Executive III

Private Client Account Executive III

AonSan Francisco, CA, United States
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Aon's Private Risk Management group(APRM) is hiring for an Account Executive / Broker III.

Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management strategies for High-Net-Worth individuals and families. We are seeking an emerging leader with confirmed peer market relationships and emerging senior client relationships to join our team. The Account Executive III will provide expertise in identifying and servicing the needs of high-net-worth individuals and developing custom solutions.

This is a virtual position based out of the West Coast Region.

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

What the day will look like :

  • Leads 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.
  • Brokers and maintains required insurance policies and risk management solutions on behalf of clients.
  • Conducts annual reviews for clients ahead of key renewal dates.
  • Coordinates all client related billing matters and maintains aged receivables report.
  • Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.
  • Maintains an awareness of all large and potentially complicated claim related matters and assists in the negotiation of equitable claim settlements on behalf of clients.
  • Engages internal and external resources as required in order to Empower Results on behalf of our clients.
  • Achieves assigned annual revenue growth and retention metrics. Supports growth of book of business through rounding of accounts and through new business production.
  • Meets the time service standard : returning a phone call within 24 hours and responding to email by the end of the day.
  • Establishes and maintains significant 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 applies internal client management system to maintain policies, client correspondence, coordinate billing activities and handle client related tasks.
  • Achieves assigned visibility and disclosure and compliance goals.
  • Champions innovative solutions to drive success for our clients.

Skills and experience that will lead to success

  • Property and Casualty license is required.
  • 5 to 10 years of experience in personal lines insurance and risk management.
  • Experience working with High-Net-Worth clients.
  • Solid negotiation and proven technical proficiency demonstrating capabilities to build innovative solutions.
  • Strong knowledge of the insurance business and assigned clients' needs as well as all major lines of business.
  • Proficiency in PC office products such as Word, Excel, Power Point and Outlook
  • Proficiency in utilizing carrier management platforms and evidence of ability to become proficient in the use of Aon specific software tools.
  • Appropriate insurance designations such as : CPCU, CIC, CPRM and / or ARM completed or in process is preferred.
  • Education :

  • Bachelor's degree or equivalent years of industry experience.
  • How we support our colleagues :

    In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

    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 and inclusive 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.

    Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

    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 $106,300 to $130,000 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.

    This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

    A summary of all the benefits offered for this position :

    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-KH2

    #LI-REMOTE

    2025-94469

    serp_jobs.job_alerts.create_a_job

    Account Executive • San Francisco, CA, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Account Executive

    Account Executive

    PumpSan Francisco, CA, US
    serp_jobs.job_card.full_time
    As an Account Executive, you'll be a key player in helping our company grow.Your role involves building relationships and explaining how our tech solutions can make a real difference.It's a chance ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Account Managers - Start at $28.50 / Hour + Comprehensive Benefits

    Sales Account Managers - Start at $28.50 / Hour + Comprehensive Benefits

    Reyes Beverage GroupMontara, CA, US
    serp_jobs.job_card.full_time
    Golden Brands is Now Hiring Sales Account Managers in San Francisco, CA!.Monthly Car and Mileage Reimbursement.Comprehensive Benefits Package. Join the # 1 Beer distributor delivering beverages to y...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Air Interdiction Agent

    Air Interdiction Agent

    U.S. Customs and Border ProtectionMoss Beach, CA, United States
    serp_jobs.job_card.full_time
    Pilot CBP Air Interdiction Agent.Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP), offers skilled Pilots interested in law enforcement an opportunity to work wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Service Coordinator - Associate

    Client Service Coordinator - Associate

    Robert HalfRedwood City, CA, US
    serp_jobs.job_card.full_time
    We are looking for a detail-oriented Client Service Coordinator - Associate to join our team on a contract basis in Redwood City, California. In this role, you will manage front desk operations, pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Account Executive III, InboundSan Jose, CA

    Account Executive III, InboundSan Jose, CA

    XometrySan Jose, CA, US
    serp_jobs.job_card.full_time
    Account Executive III, Inbound.Xometry (NASDAQ : XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life.Xometry's d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Enterprise Account Executive

    Enterprise Account Executive

    DecagonSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Decagon is the leading conversational AI platform empowering every brand to deliver concierge customer experience.Our AI agents provide intelligent, human-like responses across chat, email, and voi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Advisor II

    Private Client Advisor II

    Bank of AmericaWalnut Creek, CA, US
    serp_jobs.job_card.full_time
    Job Opportunities At Bank of America.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsibl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Executive II

    Client Executive II

    NTT DATASan Francisco, CA, US
    serp_jobs.job_card.full_time
    NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Marine Interdiction Agent

    Marine Interdiction Agent

    U.S. Customs and Border ProtectionMoss Beach, CA, United States
    serp_jobs.job_card.full_time
    Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career in law enforcement worki...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Private Client Account Executive III

    Private Client Account Executive III

    AonSan Francisco, CA, United States
    serp_jobs.job_card.full_time +1
    Aon's Private Risk Management group(APRM) is hiring for an Account Executive / Broker III.Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management stra...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_less
    • serp_jobs.job_card.promoted
    Account Executive / Broker III

    Account Executive / Broker III

    AonSan Francisco, California, United States
    serp_jobs.job_card.full_time +1
    Aon's Surety Team is looking for an Account Executive / Broker III in San Francisco!.As a leader in the industry, Aon is one of the largest surety brokers representing both contract and commercial cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Account Executive, Invest GTS

    Account Executive, Invest GTS

    GartnerSan Francisco, CA, US
    serp_jobs.job_card.full_time
    The Account Executive is a field-based, direct sales role responsible for both client retention as well as growth through contract expansion and the introduction of new products and services.You wi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Executive

    Account Executive

    GartnerSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Account Executive Opportunity At Gartner.Are you looking for a dynamic career with excellent advancement potential at a global market leader? If so, consider Gartner, the world's leading research a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Executive, Enterprise

    Account Executive, Enterprise

    OneTrustSan Francisco, CA, US
    serp_jobs.job_card.full_time
    OneTrust's mission is to enable organizations to use data and AI responsibly.Our platform simplifies the collection of data with consent and preferences, automates the governance of data with integ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Strategic Enterprise Account Executive

    Strategic Enterprise Account Executive

    ComcastCONCORD, California, United States
    serp_jobs.job_card.full_time
    Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Account Executive II (RapidScale) Hybrid Cloud & Professional Services - Pacifi

    Account Executive II (RapidScale) Hybrid Cloud & Professional Services - Pacifi

    MediabistroSan Jose, CA, United States
    serp_jobs.job_card.full_time
    At RapidScale, exceptional technology is powered by exceptional people.We deliver secure, reliable managed and advisory services across private, public, and hybrid clouds, helping organizations inn...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionMoss Beach, CA, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Executive I

    Account Executive I

    Amalgamated Bank of NYSan Francisco, CA, US
    serp_jobs.job_card.full_time
    An exciting position is now available at America's Socially Responsible Bank! Amalgamated Bank is seeking an experienced Account Executive to join our San Francisco team.In this role, you will ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Private Client Manager- San Francisco

    Private Client Manager- San Francisco

    Tiffany & Co.San Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account Executive

    Account Executive

    SlidePaySan Francisco, CA, US
    serp_jobs.job_card.full_time
    AngelList is seeking an Account Executive to join our team.As an Account Executive you will source, qualify and close venture and private equity funds for AngelList Fund Management or Software Suit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30