Personal Risk, Account Manager (Chicago - hybrid or remote)

Aon
Chicago
Workplace: HybridFull timeUSD 47,000 - 65,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Verbal communication","Written communication","Relationship building","Independent decision-making","Analytical problem-solving"]

Manage a dedicated set of Personal Lines client accounts by servicing day-to-day needs, handling renewal and marketing activities, and preparing renewal presentation materials. Partner with advisors and account executives while proactively building relationships with clients and insurance carriers. Produce and review proposal and source documents, maintain accurate client policy records in the agency management system, and respond to billing questions. Hybrid schedule based in Chicago with a remote option for qualified candidates.

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FursaFursa
Aon
Aon
1 day ago

Personal Risk, Account Manager (Chicago - hybrid or remote)

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Last checked: 7 hours agoStatus: Live

Job Summary

Manage a dedicated set of Personal Lines client accounts by servicing day-to-day needs, handling renewal and marketing activities, and preparing renewal presentation materials. Partner with advisors and account executives while proactively building relationships with clients and insurance carriers. Produce and review proposal and source documents, maintain accurate client policy records in the agency management system, and respond to billing questions. Hybrid schedule based in Chicago with a remote option for qualified candidates.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively build and maintain relationships with carrier and client contacts and take an active role in meetings.
  • •Manage renewal and marketing processes and prepare first drafts of renewal presentations and communication materials.
  • •Prepare and send requests for proposals to insurance carriers and compile proposal results.
  • •Review proposals and carrier source documents for accuracy in collaboration with Account Executive or Advisor/Client Executive, and communicate with clients and carriers as approved.
  • •Maintain client documents and policy records in the agency management system and be the first line of response for billing questions.

Pay and Benefits

Salary: USD 47,000 - 65,000 annually
Perks:Paid Leave401k

Key Requirements

  • •More than 3 years of Personal Lines client service experience, including experience with an insurance brokerage or independent insurance agency.
  • •Demonstrated experience with relevant lines of coverage and running a book of business.
  • •Demonstrated experience with carriers such as Travelers, Safeco, Progressive, and AutoOwners.
  • •Fluency with EPIC or a similar agency management system.
  • •A P&C Insurance License required upon hire; Associate’s degree (or equivalent) or BA/BS preferred.
Experience:3+ yearsInsurancePersonal linesInsurance brokerage
Education:Bachelor's
Skills:Verbal communicationWritten communicationRelationship buildingIndependent decision-makingAnalytical problem-solving
Licenses:P&C Insurance License
Tech Stack:Microsoft OfficeWordExcelOutlookEPICAgency management systemRating system

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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