Affluent Personal Lines Account Executive (GA / Remote E.S.T.)

Aon
United States
Workplace: HybridFull timeUSD 70,000 - 100,000 annuallyFunction: SalesExperience: 5+ yearsEducation: high_schoolSkills: ["Written communication","Leadership","Analytical and problem-solving","Attention to detail","Professional decision-making"]

Manage a book of affluent High Net Worth personal lines clients, serving as the lead consultant and primary point of contact. Build and maintain relationships with clients and carrier representatives while preparing applications, specifications, and marketing strategy for new business and renewals. Negotiate coverage, pricing, and terms with carriers/wholesalers, coordinate relevant claims with the team, and keep client records and exposures accurate to avoid E&O claims.

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FursaFursa
Aon
Aon
9 hours ago

Affluent Personal Lines Account Executive (GA / Remote E.S.T.)

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Last checked: 2 hours agoStatus: Live

Job Summary

Manage a book of affluent High Net Worth personal lines clients, serving as the lead consultant and primary point of contact. Build and maintain relationships with clients and carrier representatives while preparing applications, specifications, and marketing strategy for new business and renewals. Negotiate coverage, pricing, and terms with carriers/wholesalers, coordinate relevant claims with the team, and keep client records and exposures accurate to avoid E&O claims.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Prepare applications, specifications, and marketing strategy for new business and renewals for assigned clients.
  • •Negotiate coverage limits, pricing, and terms with carriers and wholesalers.
  • •Maintain accurate client information (exposures, driver info, reporting forms, endorsements) to avoid E&O claims.
  • •Follow up to ensure policies, endorsements, and requested information are received.
  • •Cultivate relationships with carriers and clients through regular contact and client visits; stay current on regulatory and industry trends.

Pay and Benefits

Salary: USD 70,000 - 100,000 annually
Perks:Paid Leave401k

Key Requirements

  • •More than 5 years of industry and product line experience in personal lines.
  • •Recent High Net Worth personal lines experience required.
  • •Recent experience at a retail brokerage or independent agency required.
  • •Familiarity with major markets such as AIG, Chubb/ACE, Cincinnati, Berkley One, and PURE.
  • •P&C Insurance License required upon hire; BA/BS preferred; HS Diploma or GED required.
Experience:5+ yearsInsurancePersonal linesHigh net worth
Education:High School
Skills:Written communicationLeadershipAnalytical and problem-solvingAttention to detailProfessional decision-making
Licenses:P&C Insurance License
Certifications:CPRIAPRMACICCPCU
Languages:En-us
Tech Stack:Agency Management SystemsEPIC

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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