Account Manager - Private Client

Aon
New Zealand
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Organisational skills"]

Manage and grow a private client portfolio by strengthening client relationships, identifying growth opportunities, and supporting long-term retention. Use technical insurance broking expertise to collaborate with clients, underwriters, and internal stakeholders to develop tailored strategies. Handle client servicing needs, prepare accurate proposals and premium calculations, and coordinate renewals while delivering high-quality, professional communication.

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FursaFursa
Aon
Aon
1 day ago

Account Manager - Private Client

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Manage and grow a private client portfolio by strengthening client relationships, identifying growth opportunities, and supporting long-term retention. Use technical insurance broking expertise to collaborate with clients, underwriters, and internal stakeholders to develop tailored strategies. Handle client servicing needs, prepare accurate proposals and premium calculations, and coordinate renewals while delivering high-quality, professional communication.
Location: New Zealand
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage client servicing requirements and respond professionally to client needs.
  • •Develop and grow a diverse client portfolio by identifying new business opportunities and growth within the existing base.
  • •Collaborate with clients, underwriters, and Aon stakeholders to develop tailored strategies that drive value and retention.
  • •Prepare proposals for new business opportunities.
  • •Coordinate client renewals and prepare premium calculations.

Pay and Benefits

Perks:Health InsuranceLife InsuranceIncome ProtectionWellness StipendEmployee Assistance

Key Requirements

  • •Proven experience in insurance broking and managing a client portfolio.
  • •Ability to deliver high-quality client services and maintain exceptional communication.
  • •Outstanding written and verbal communication skills.
  • •L5 Fire and General Qualification.
  • •Strong organisational skills and proficiency with Microsoft Excel, Word, and Outlook.
Experience:Insurance brokingInsurance
Skills:CommunicationOrganisational skills
Licenses:L5 Fire and General Qualification
Tech Stack:Microsoft ExcelMicrosoft WordMicrosoft Outlook

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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