Sr. Account Manager, Real Estate P&C

Aon
Florida
Workplace: RemoteFull timeUSD 68,000 - 98,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: associatesSkills: ["Communication","Organization","Independent decision-making","Customer focus","Problem-solving"]

Manage real estate P&C client accounts by partnering with Account Executives, advisors, carriers, and clients to drive account service, renewal strategy, and marketing efforts. You’ll prepare and review carrier proposals and renewal materials, communicate with clients and carriers (with approvals), maintain client files and policy records, and help answer billing questions. The role emphasizes strong analytical skills, attention to detail, and fluency with Microsoft Office tools.

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FursaFursa
Aon
Aon
1 day ago

Sr. Account Manager, Real Estate P&C

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Manage real estate P&C client accounts by partnering with Account Executives, advisors, carriers, and clients to drive account service, renewal strategy, and marketing efforts. You’ll prepare and review carrier proposals and renewal materials, communicate with clients and carriers (with approvals), maintain client files and policy records, and help answer billing questions. The role emphasizes strong analytical skills, attention to detail, and fluency with Microsoft Office tools.
Location: Florida
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop and maintain relationships with carrier and client contacts, supporting meetings as needed.
  • •Prepare and send RFPs to insurance carriers, compile results, and create first drafts of renewal presentations.
  • •Review proposals and carrier source documents for accuracy in collaboration with Account Executives or Advisors.
  • •Communicate directly with clients and carriers (with appropriate approvals) and maintain client files and policy records in the agency system.
  • •Handle first-line billing questions from clients and insurance company personnel with assistance from Accounting when necessary.

Pay and Benefits

Salary: USD 68,000 - 98,000 annually
Perks:Paid LeavePaid Holidays401kHealth Insurance

Key Requirements

  • •P&C insurance license required.
  • •Associates degree (or equivalent); BA/BS preferred.
  • •More than 3 years of client service and/or industry and product line experience.
  • •Intermediate experience with Microsoft Office (Word, Excel, Outlook).
  • •Ability to read, analyze, and reconcile financial reports.
Experience:3+ yearsInsuranceReal estate
Education:Associate's
Skills:CommunicationOrganizationIndependent decision-makingCustomer focusProblem-solving
Licenses:P&C Insurance License
Languages:English
Tech Stack:Microsoft OfficeWordExcelOutlook

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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Glassdoor: 3.9
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