Group Personal Umbrella Account Manager

3 weeks ago


Chicago, Illinois, United States Aon Full time

Job Summary:

Aon is seeking a highly skilled Group Personal Umbrella Account Executive to join our team. This role is responsible for managing and broking Group Personal Umbrella insurance programs for affluent families and large companies.

The ideal candidate will have a strong background in client service, preferably with experience in Group Umbrella programs. They will be responsible for building and expanding relationships with existing and prospective clients, leading resources to address client risk needs, and promoting the value that Aon delivers through superior services, pricing, consultation, and reporting.

Key Responsibilities:

  • Manage an assigned book of Group Personal Umbrella programs of varying size and complexity
  • Support the Practice Leader on new business opportunities
  • Broker and maintain required insurance policies and risk management solutions on behalf of clients
  • Conduct annual reviews for clients ahead of key renewal dates
  • Coordinate all client-related billing matters and maintain Agency-billed aged receivables report
  • Work with Client Services team and assigned Coordinator to process changes and other client requests in a timely manner
  • Maintain an awareness of all large and potentially complicated claim-related matters and assist in the negotiation of equitable claim settlements on behalf of clients
  • Engage internal and external resources as required to Empower Results on behalf of our clients
  • Achieve assigned annual revenue growth and retention metrics

Requirements:

  • Property & Casualty Broker's license required
  • Appropriate insurance designations such as CPCU, CIC, CPRM, CPRIA, AFIS, or ARM completed or in process is preferred
  • 5+ years of client service experience, preferably with Group Umbrella programs
  • Bachelor's degree in or equivalent years of industry experience

Aon's Culture:

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. We offer a comprehensive benefits package, including a 401(k) savings plan, employee stock purchase plan, and medical, dental, and vision insurance. We also provide opportunities for professional growth and development, including training and education programs.

How to Apply:

If you are a motivated and results-driven professional looking to join a dynamic team, please submit your application. We look forward to hearing from you.



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