Client Manager, Private Client Concierge Group

Aon
London
Workplace: HybridFull time65,000 - 75,000Function: Customer Success & Account ManagementExperience: 5+ yearsSkills: ["Customer retention","Communication","Collaboration","Multitasking","Complex concept explanation"]

Manage a high volume of high-net-worth “concierge” clients by providing front-line personal insurance guidance and exceptional one-stop service across sales, service, and retention. Collaborate with PCG, Commercial, and other teams to deliver a seamless client experience, support premium growth through cross-sell and upsell, and stay current on insurer partner products and market intelligence while maintaining strong customer retention.

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FursaFursa
Aon
Aon
6 days ago

Client Manager, Private Client Concierge Group

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Last checked: 1 hour agoStatus: Live

Job Summary

Manage a high volume of high-net-worth “concierge” clients by providing front-line personal insurance guidance and exceptional one-stop service across sales, service, and retention. Collaborate with PCG, Commercial, and other teams to deliver a seamless client experience, support premium growth through cross-sell and upsell, and stay current on insurer partner products and market intelligence while maintaining strong customer retention.
Location: London
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide exceptional one-stop customer service (sales, service, retention) to concierge clients.
  • •Deliver front-line counseling on personal insurance coverage based on industry knowledge.
  • •Collaborate with PCG, Commercial, and other lines of business teams to enhance the client experience.
  • •Support premium growth by upselling appropriate coverages and referring business to other lines.
  • •Stay up to date with insurer partner products, offerings, and market intelligence.

Pay and Benefits

Salary: 65,000 - 75,000
Perks:Annual BonusRrsp MatchingReferral CommissionHealth InsuranceLearning Budget

Key Requirements

  • •Active RIBO is required; additional provincial licensing would be an asset.
  • •Typically 5+ years of personal lines experience managing a high volume of clients.
  • •Fluency in broker management systems (EPIC and ARS); strong computer skills expected.
  • •Proven ability to drive customer retention through world-class client experience.
  • •Excellent quotation skills for cross-selling, upselling, and remarketing, with strong oral and written communication.
Experience:5+ yearsInsurancePersonal linesHigh net worth
Skills:Customer retentionCommunicationCollaborationMultitaskingComplex concept explanation
Licenses:RIBO
Certifications:CAIBCIP
Languages:En-us
Tech Stack:EPICARSBroker management systemsQuotation

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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