Account Executive/Broker Specialist II - Aon Corporation

Account Executive/Broker Specialist II – Personal Lines

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 Specialist II is responsible for assisting a team of Account Executives with day-to-day account management and broking of personal insurance programs.

This is a hybrid role with the flexibility to work both virtually and from a California based Aon office. Both

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.

What the day will look like

Job Responsibilities:

• Supports the Account Executives by working to build, expand, and solidify relationships with existing clients and prospective clients.
• Assists in leading appropriate resources to address the client/prospective client’s risk needs, thereby assisting in the retention and growth of a profitable book of business.
• Promotes the value that Aon delivers to clients through superior service, pricing, consultation and reporting.
• Assist with new business and remarketing of personal insurance programs for current clients.
• Updating applications within our agency management system, quoting online with insurers and completing coverage comparisons or proposals for the Account Executives in Word and Excel.
• Prepare and input summary of coverages for Account Executive’s review.
• Manage a small book of assigned clients. Assist with conducting annual reviews for clients.
• Process changes and endorsements within 48 hours of receipt.
• Respond to client issues as directed by the Account Executive.
• The time service standard: returning a phone call within 24 hours and responding to email by the end of the day.
• Assist the Account Executive with complex claim activity, including contacting claims adjustors when necessary.
• Assisting the Account Executive with client billing issues – including contacting the carrier and/or internal accounting team to coordinate, track, resolve billing / payment issues.
• Build and maintain important working relationships with insurers, clients, referral sources and colleagues through regular contact and interaction.
• Access carrier websites / systems to process changes, retrieve documents and information as required.

Skills and experience that will lead to success

Required Experience:

• Property & Casualty license preferred, will be required to obtain within 3 months of hire date
• Preferred 3 years’ experience with high-net-worth personal lines insurance.
• Proficiency in Nexsure preferred.
• Proficiency in applying carrier management platforms preferred (Chubb, AIG, PURE, Cincinnati, Berkley One, etc.).
• Experience using the Microsoft Office suite products (Word, Excel)

Education: 

• Bachelor’s degree or equivalent years of industry experience
• CPRIA, CPCU, CIC, or ARM completed or in process is preferred

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! 

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, diverse 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. 

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 $60,000 – 75,000 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.  

A summary of all the benefits offered for that 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 program that includes free counseling sessions.  Eligibility for benefits is governed by the applicable plan documents and policies.

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