Private Client Account Executive

Profile

Private Client Account Executive - New York, NY A Private Client Account Executive is an emerging leader who is responsible for the day-to-day account management and for broking of high net worth personal insurance programs.  This position will learn to build, expand, and solidify relationships with existing clients at senior levels and to lead appropriate resources to address the client's risk needs and thereby retain and grow a profitable book of business. This is done through service, pricing, consultation and reporting, promotes the value Aon delivers to clients.  Job Responsibilities: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 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.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.You Bring Knowledge and ExpertiseRequired Experience:1 to 5 years of appropriate insurance and broking experience in high net worth personal insurance. Excellent negotiation skills.Strong knowledge of the insurance business and the assigned clients’ needs as well as all major lines of business.Proficiency in PC office products such as Word, Excel, Power Point and Outlook is required.Proficiency in utilizing carrier management platforms (Chubb, AIG, Ace, Progressive, etc.) as well as our client agency management system (Nexsure).Evidence of ability to become proficient in the use of Aon specific software tools and create innovative solutions. Education:Brokers LicenseCPCU, CIC, or ARM completed or in process is preferredBachelor's degree or equalivent is preferred We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) 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, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. 2495309,qualifications:UNAVAILABLE,responsibilities:Private Client Account Executive - New York, NY A Private Client Account Executive is an emerging leader who is responsible for the day-to-day account management and for broking of high net worth personal insurance programs.  This position will learn to build, expand, and solidify relationships with existing clients at senior levels and to lead appropriate resources to address the client's risk needs and thereby retain and grow a profitable book of business. This is done through service, pricing, consultation and reporting, promotes the value Aon delivers to clients.  Job Responsibilities: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 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.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.You Bring Knowledge and ExpertiseRequired Experience:1 to 5 years of appropriate insurance and broking experience in high net worth personal insurance. Excellent negotiation skills.Strong knowledge of the insurance business and the assigned clients’ needs as well as all major lines of business.Proficiency in PC office products such as Word, Excel, Power Point and Outlook is required.Proficiency in utilizing carrier management platforms (Chubb, AIG, Ace, Progressive, etc.) as well as our client agency management system (Nexsure).Evidence of ability to become proficient in the use of Aon specific software tools and create innovative solutions. Education:Brokers LicenseCPCU, CIC, or ARM completed or in process is preferredBachelor's degree or equalivent is preferred We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.  They make a difference, work with the best, own their potential, and value one another.  This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience. About Aon:Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. Aon provides equal employment opportunities (EEO) 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, or domestic partner status.  Aon is committed to a diverse workforce and is an affirmative action employer. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2021-12-04T06:03:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2022-12-04T06:04:17.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:https://jobs.aon.com,logo:https://assets.jibecdn.com/prod/aon/0.0.43/assets/brands/https://aon.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=1134557&hashed=154379},jobLocation:{@type:Place,address:{@type:PostalAddress,addressLocality:New York,addressRegion:New York,streetAddress:165 Broadway
One Liberty Plaza,postalCode:10006,addressCountry:United States}}}

Company info

Aon PLC.
Website : http://www.aon.com