Aon

Sr. Account Executive - Private Client Group (Affluent Personal Risk)

Aon$56K — $132K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS preferred
  • 8+ years of industry and product line experience
  • Property & Casualty Broker's License required
  • CIC, CPCU or other P&C designation preferred
  • Strong leadership skills

Responsibilities

  • Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
  • Facilitate requests and needs of carriers on behalf of clients.
  • Collaborate with the Claims Department on relevant claims for assigned clients.
  • Manage multi-line accounts with complex coverages including retrospective rating plans.
  • Maintain a follow-up system to ensure compliance with policy requests.
  • Supervise and direct daily activities of Coordinators and Account Managers.
  • Build and maintain relationships with carriers and clients through regular contact.

Benefits

  • Competitive salary
  • Paid time off & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
  • PeopleFirst culture focused on relationships with employees.
Full Job Description
Posting Description

Summary:

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages.

Essential Duties and Responsibilities:
  • Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
  • Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients.
  • Works with the Claims Department on relevant claims for assigned clients.
  • Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
  • Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
  • May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
  • Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
  • Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.


Knowledge, Skills, and/or Abilities:
  • Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people/personalities
  • Strong leadership skills
  • Must be able to read, analyze and reconcile financial reports
  • Possess technical expertise plus good analytical and problem-solving skills
  • Ability to handle situations in a calm, courteous and professional manner

Education and/or Experience:
  • BA/BS preferred
  • Typically more than 8 years industry and product line experience

Certificates, Licenses, Registration:
  • Property & Casualty Broker's License required
  • CIC, CPCU or other P&C designation preferred.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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About Aon

Aon plc is a leading global professional services firm that provides a broad range of risk, retirement and health solutions. The company was founded in 1982 and is headquartered in London, England. Aon operates in more than 120 countries and has a team of over 50,000 employees. The company's services include risk management, insurance brokerage, reinsurance brokerage, human capital consulting, and retirement solutions. Aon is committed to helping clients manage risk and achieve their goals, and is known for its innovative solutions and industry expertise. The company is listed on the New York Stock Exchange under the ticker symbol AON.
Learn more about Aon
Size
50,000 employees
Market Cap
$62.1 billion
Industry
Net Income
$1.9 billion
5 Year Trend
+5.3%
Revenue
$11 billion
NASDAQ

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