Account Executive/Broker III
Aon
- Los Angeles, CA Seattle, WA
- $110,000 per year
- Permanent
- Full-time
- 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.
- Client focus time service standard of 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.
- Active Property & Casualty License required.
- 5-10 years of client service experience in personal lines insurance and risk management.
- Solid negotiation skills and proven technical proficiency demonstrating capabilities to build innovative solutions.
- Strong knowledge of the insurance business and assigned clients' needs as well as all major lines of business.
- Proficiency in PC office products such as Word, Excel, PowerPoint, and Outlook.
- Proficiency in utilizing carrier management platforms and evidence of ability to become proficient in the use of Aon-specific software tools.
- Appropriate insurance designations such as CPCU, CIC, CPRM, and/or ARM completed or in process is preferred.
- Bachelor’s degree or equivalent years of industry experience.