As part of an industry-leading team, responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, you will help empower results for our clients by delivering innovative and effective solutions supporting our APRM group.

Requirements

• Property and Casualty Broker's License required.
• Appropriate insurance designations such as: CPCU, CIC, CPRM, CPRIA, AFIS or ARM completed or in process is preferred.
• 3-5 years of high net-worth personal insurance experience required.
• Bachelor’s degree or equivalent years of industry experience.

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.
• Work to build, expand, and solidify relationships with existing clients and prospective clients. Leads appropriate resources to address the client/prospective client's risk needs, thereby retaining and growth a profitable book of business. Promotes the value that Aon delivers to clients through superior service, pricing, consultation, and reporting.
• 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 reports.
• Works with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner.
• Maintains 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 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 management client related tasks.
• Achieves assigned transparency, disclosure, and compliance goals and fosters innovative solutions to drive success for our clients.

Benefits

• Salary: $85,000 to $110,000 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.
• Eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary.
• Comprehensive benefits package for full-time and regular part-time colleagues, including:
  • 401(k) savings plan with employer contributions
  • 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
  • Employee assistance program that includes free counseling sessions
• Two “Global Wellbeing Days” each year.
• Continuous learning culture.

Application Process

• If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter.

About Aon

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.

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 are committed to providing equal employment opportunities and fostering an inclusive workplace.

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.

Contact

• ReasonableAccommodations@Aon.com