Account Manager II, Private Equity - Hybrid/Miami, FL

Aon
Miami
Workplace: HybridFull timeUSD 70,000 - 85,000 annuallyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship management","Communication","Analytical abilities","Attention to detail","Organizational skills"]

Manage day-to-day client service for Aon’s Private Equity book of business, partnering with Account Executives, carriers, and internal partners to deliver timely outcomes. Run client renewals, handle open items and ad-hoc requests, coordinate client service activities, and support billing and premium processes. Gather and analyze data to draft stewardship reporting and presentations, resolve issues, and serve as a primary client liaison for coverage and policy requests.

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FursaFursa
Aon
Aon
2 days ago

Account Manager II, Private Equity - Hybrid/Miami, FL

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Last checked: 14 hours agoStatus: Live

Job Summary

Manage day-to-day client service for Aon’s Private Equity book of business, partnering with Account Executives, carriers, and internal partners to deliver timely outcomes. Run client renewals, handle open items and ad-hoc requests, coordinate client service activities, and support billing and premium processes. Gather and analyze data to draft stewardship reporting and presentations, resolve issues, and serve as a primary client liaison for coverage and policy requests.
Location: Miami
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Partner with Account Executives on an assigned book of business and manage day-to-day service processes and outputs
  • •Run point on each client’s renewal cycle and ensure a positive, productive client experience
  • •Handle client open items lists, ad-hoc requests, and coverage/endorsement inquiries
  • •Coordinate client service activities, including serving as a primary point of contact with Aon Client Services (ACS)
  • •Monitor invoice generation, fee agreements, receivables, and collections; address and resolve problems

Pay and Benefits

Salary: USD 70,000 - 85,000 annually
Equity and Bonus:Equity
Perks:401kHealth InsuranceDentalVisionPaid LeaveTuition AssistanceEmployee Assistance

Key Requirements

  • •3+ years of insurance experience, preferably in an Account Management role
  • •Property & Casualty broker’s license preferred (or to be obtained within 120 days)
  • •Strong verbal and written communication and analytical abilities
  • •Ability to work well under pressure with attention to detail
  • •Proficiency with Outlook and Microsoft Excel, Word, and PowerPoint
Experience:Insurance
Education:High School
Skills:Client relationship managementCommunicationAnalytical abilitiesAttention to detailOrganizational skills
Licenses:Property & Casualty broker’s license
Languages:English
Tech Stack:OutlookMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

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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