Aon

3 weeks ago

Account Manager, Private Equity, Property & Casualty

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Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Support client account management in a business insurance setting by partnering with Advisors and Account Executives on day-to-day service for a defined client set. Assist with renewal and marketing activities, prepare presentation materials, and help manage the RFP process with insurance carriers. Maintain accurate client files, support billing questions as needed, and build relationships with clients and carrier contacts while working under senior team direction.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Support day-to-day account management for a defined set of clients under senior team direction.
•Assist with renewal and marketing processes and help prepare materials for presentations and communications.
•Prepare and send requests for proposals (RFPs) to insurance carriers and compile results as they come in.
•Participate in reviewing proposals and carrier source documents for accuracy under guidance from the Account Executive or Advisor.
•Create and maintain client files, including updating client policy records in the agency management system and assisting with certain billing questions.

Pay and Benefits

Salary: USD 48,000 - 80,000 annually

Perks:Paid Leave401kHealth InsuranceWellness StipendDiscount Programs

Key Requirements

•Associates degree (or equivalent); BA/BS preferred.
•More than 3 years of client service and/or industry and product line experience.
•Strong verbal and written communication skills and high organization.
•Intermediate proficiency with Microsoft Office (Word, Excel, Outlook).
•Ability to read, analyze, and reconcile financial reports; attention to detail.

Experience:3+ years

Education:Associate's

Skills:CommunicationOrganizational skillsAnalytical thinkingProblem-solvingAttention to detail

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon