Private Client Account Specialist- Remote at Aon

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Aon is looking for a Private Client Account Specialist

Job Description Summary:

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions.

As a Private Client Account Specialist, you will report directly to the Regional Director. This role can be flexible/virtual.

Job Responsibilities:
  • An emerging team member who is responsible for assisting a team of Account Executives with day-to-day account management and broking of personal insurance programs.
  • 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 MS Word and Excel.
  • Prepare and input summary of coverages for Account Executive's review.

Required Experience:
  • Minimum of 3 years experience with high net worth personal lines insurance.
  • Proficiency in Nexsure preferred.
  • Proficiency in applying carrier management platforms preferred (Chubb, AIG, Ace, Progressive, etc.).
  • Intermediate experience in MS Word and Excel
  • 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.

  • P&C License or get it with 3 months
  • CPRIA, CPCU, CIC, or ARM completed or in process is preferred
  • Bachelor's degree or equivalent is preferred

The salary range for this position is $45,000-$65,000 annually. This salary range is an estimate and 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.

We offer you

A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

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; medical, dental and vision insurance, various types of leaves of absence, paid time off, including sick days and vacation days, 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 are governed by the applicable plan documents and policies.

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. People with criminal histories are encouraged to apply.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

More Information on Aon
Aon operates in the Analytics industry. The company is located in Chicago, IL, Philadelphia, PA, Atlanta, GA and Orlando, FL. It has 61599 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 11 open jobs at Aon, click here.
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