Personal Risk, Account Manager (Chicago - hybrid)

Aon
Kansas
Workplace: RemoteFull timeUSD 47,000 - 65,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Independent decision-making","Customer focus","Analytical thinking","Attention to detail"]

Service a portfolio of Personal Lines client accounts by working closely with Advisors/Client Executives and Account Executives. Own renewal and marketing activities, prepare renewal presentation drafts, and coordinate carrier proposals and supporting documents. Communicate directly with clients and carriers (with required approvals), maintain client records in agency management systems, and handle initial billing questions. Use analytical skills to review materials and financial information while delivering timely, high-quality client service.

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FursaFursa
Aon
Aon
2 months ago

Personal Risk, Account Manager (Chicago - hybrid)

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Last checked: 6 hours agoStatus: Live

Job Summary

Service a portfolio of Personal Lines client accounts by working closely with Advisors/Client Executives and Account Executives. Own renewal and marketing activities, prepare renewal presentation drafts, and coordinate carrier proposals and supporting documents. Communicate directly with clients and carriers (with required approvals), maintain client records in agency management systems, and handle initial billing questions. Use analytical skills to review materials and financial information while delivering timely, high-quality client service.
Location: Kansas
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, including taking an active role in meetings.
  • •Prepare and send requests for proposals to insurance carriers and track proposal results.
  • •Prepare first drafts of renewal presentations and collaborate on reviewing proposals for accuracy.
  • •Communicate directly with clients and carriers with required approvals.
  • •Maintain client policy records and respond as the first line for billing questions using agency systems and carrier websites.

Pay and Benefits

Salary: USD 47,000 - 65,000 annually
Perks:Paid Leave401kPaid HolidaysHealth Insurance

Key Requirements

  • •More than 3 years of Personal Lines client service experience.
  • •Experience with an insurance brokerage or independent insurance agency.
  • •Demonstrated experience managing a book of business and relevant lines of coverage.
  • •Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, and AutoOwners.
  • •P&C Insurance License required upon hire.
Experience:3+ yearsInsurancePersonal lines
Education:Bachelor's
Skills:CommunicationIndependent decision-makingCustomer focusAnalytical thinkingAttention to detail
Licenses:P&C Insurance License
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookEPICAgency 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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