Account Executive/Broker III Personal Lines

Account Executive / Broker III Personal Lines - Multiple positions

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

The Account Executive / Broker III Personal Lines is responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families.

This is a hybrid role with the flexibility to work both virtually and from our Chicago office. Multiple positions available.

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.

Job Overview

What the day will look like

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.

• 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 Service team 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.
• 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.
• Achieves assigned transparency and disclosure and compliance goals.
• Fosters innovative solutions to drive success for our clients.

Skills and experience that will lead to success

Qualifications

• Property & Casualty Broker’s License required
• Appropriate insurance designations such as : CPCU, CIC, CPRM, CPRIA, AFIS or ARM preferred
• 7+ years of client service experience
• Insurance industry experience in personal lines working with High Net Worth clients

Education : Bachelor’s degree or equivalent years of industry experience.

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!
30+ days ago