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Account Executive

2 months ago

Fort Washington, United States Aon Full time

Aon is looking for an Account Executive/Broker

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions to support Aon Affinity in Fort Washington, PA.

Your impact as an Account Executive/Broker:

The Account Executive/Broker will be focused on handling assigned accounts working with senior leadership for support on the larger accounts for both client retention and new business development. The client base is the large accounting firms across the country. The lead product is the Professional Liability along with cross-sell responsibilities for Cyber, EPL, ML, Crime, Fiduciary and Kidnap, and Ransom. Developing and maintaining relationships with AICPA leadership and supporting broader efforts to bring the best of Aon. This will include building relationships with the insurance markets and supporting the brokerage to help advocate and bring solutions and build the appropriate insurance tower for this dynamic and growing profession.

The Account Executive/ Broker role required experience in accountants‘ professional liability along with some experience with cyber, EPL, ML, Crime, and experience working in an account executive capacity as we need someone who can take a lead on our growing segment and work to gain the acumen needed to handle top 100 firms. This will include some support and collaboration with senior team members to develop the needed skillset. The role includes delivering innovative insurance and risk management solutions to professional firm prospects and clients, bringing risk management resources to clients and prospects as needed, developing Aon IQ, enhancing current knowledge of the accounting firm space to further develop business acumen around the profession and all of the risk transfer solutions.

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:

  • Efficiently manage tasks assigned to you to ensure that they are completed by the deadline
  • Demonstrate your ability to present professionally in all elements of client-facing (internal and external) including technical writing and verbal presentations
  • Service clients and prospects throughout the full insurance brokerage deal flow process
  • Be effective in client deliverables (e.g., creating presentations, proposals, etc.) and ensure all client work is accurate and professional
  • Communicate effectively both internally and externally
  • Demonstrate competence in comparison and analysis of insurance policies and determination of needed enhancements by market
  • Be able to articulate the value proposition of Aon
  • Be proficient on internal Aon policies, procedures, and documents
  • Continue to learn and develop business/solution acumen
  • Develop relationships with AICPA and key business partner
  • Collaborate with other Aon business units
  • Assist in bringing feedback for risk development
  • Develop relationship with key legal partners and claims professionals
  • Attend PLUS or other industry events as the business needs determine
  • Develop the ability to put together and run panel discussions for the annual risk summit
  • Own all aspects of client service for your assigned clients and new business opportunities with collaboration with team leader if needed
  • Access and save documents to the shared drive as needed
  • Compile Renewal Strategy document inclusive of prior years‘ renewal highlights, program overview, benchmarking, and analytics, current market update, timeline and ensure it is tailored to the specifics of that client‘s industry and exposure
  • Gather submission material and work with the broker through the renewal process which includes setting up the strategy and renewal meetings
  • Solicit feedback from the marketplace and be able to differentiate market dynamics (coverage, appetite, claims, etc.)
  • Utilize effective underwriter relationships to improve broking results
  • Travel up to 30+%

Skills and experience that will lead to success

  • 5+ years of experience in the accountant‘s professional liability space
  • Experience with cyber, ML, EPL, working with the accountants profession
  • Active P&C license or must obtain within 90 days of hire
  • Large account team experience
  • Proficiency in Microsoft Office Suite such as Word, Excel, and PowerPoint
  • Strong organizational, communication, and negotiation skills
  • Ability to build relationships

Education:

  • Bachelor‘s degree

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

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 $90,000 to $100,000 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.

This position is eligible to participate in one of Aon‘s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

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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