Account Manager, Personal Risk (Hybrid)

Aon
United States
Workplace: HybridFull timeUSD 42,000 - 53,500 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: associatesSkills: ["Verbal communication","Written communication","Independent decision-making","Customer focus","Analytical problem-solving"]

Manage day-to-day servicing for a specific set of insurance clients, partnering with Advisors/Client Executives and Account Executives to support renewals and marketing. Build relationships with clients and carrier contacts, prepare proposal requests and renewal presentation materials, review carrier documents for accuracy, and communicate directly with clients and carriers as approved. Maintain client files and handle initial billing questions while collaborating with accounting and senior team members.

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FursaFursa
Aon
Aon
2 days ago

Account Manager, Personal Risk (Hybrid)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Manage day-to-day servicing for a specific set of insurance clients, partnering with Advisors/Client Executives and Account Executives to support renewals and marketing. Build relationships with clients and carrier contacts, prepare proposal requests and renewal presentation materials, review carrier documents for accuracy, and communicate directly with clients and carriers as approved. Maintain client files and handle initial billing questions while collaborating with accounting and senior team members.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop relationships with carrier and client contacts and participate in meetings.
  • •Prepare and send requests for proposals to applicable insurance carriers and compile results.
  • •Draft and prepare renewal presentation materials; review proposals and carrier source documents for accuracy with senior team members.
  • •Communicate directly with clients and carriers as approved by the Account Executive or Advisor/Client Executive.
  • •Create and maintain client files, including policy recordkeeping in the agency management system, and handle first-line billing questions with accounting support when needed.

Pay and Benefits

Salary: USD 42,000 - 53,500 annually
Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •P&C Insurance License required.
  • •Associates degree (or equivalent) required; BA/BS preferred.
  • •More than 3 years of client service and/or industry and product line experience.
  • •Highly organized with excellent verbal and written communication skills.
  • •Intermediate proficiency with Microsoft Office (Word, Excel, Outlook) and ability to analyze and reconcile financial reports.
Experience:3+ years
Education:Associate's
Skills:Verbal communicationWritten communicationIndependent decision-makingCustomer focusAnalytical problem-solving
Licenses:P&C Insurance License
Certifications:P&C Insurance License
Languages:English
Tech Stack:Microsoft OfficeWordExcelOutlookSpreadsheets

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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