Aon

1 week ago

Account Manager II - Personal Risk

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Manage a portfolio of personal lines clients by partnering with Advisors/Client Executives and Account Executives to deliver day-to-day client servicing. Own key renewal and marketing processes, including preparing RFPs, reviewing carrier proposals, drafting renewal presentation materials, and maintaining accurate client files and policy records in the agency system. Serve as a first point of contact for billing questions and support ongoing client and carrier relationship development using independent judgment.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Develop and maintain relationships with carrier and client contacts while supporting client servicing for a defined set of accounts.
•Manage the renewal and marketing process, including preparing and sending RFPs and drafting renewal presentation materials.
•Review proposals and carrier source documents for accuracy in collaboration with Account Executives or Advisors/Client Executives.
•Create and maintain client files and keep client/policy records in the agency management system.
•Serve as the first point of contact for billing questions from clients and insurance company personnel with support from Accounting when necessary.

Pay and Benefits

Salary: USD 40,000 - 65,000 annually

Perks:Paid Leave401kPaid Holidays

Key Requirements

•P&C Insurance License required.
•High School or GED required; Associates degree (or equivalent) required.
•Experience in personal lines insurance.
•Intermediate experience with Microsoft Office (Word, Excel, Outlook).
•Ability to read, analyze, and reconcile financial reports with strong attention to detail.

Experience:Personal lines insurance

Education:Associate's

Skills:Verbal communicationWritten communicationIndependent decision-makingAttention to detailProblem solving

Licenses:P&C Insurance License

Languages:En-us

Tech Stack:Microsoft OfficeWordExcelOutlookSpreadsheets

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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