Commercial Lines, Account Manager (hybrid NY)

Aon
New York
Workplace: HybridFull timeUSD 75,000 - 82,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: associatesSkills: ["Verbal communication","Written communication","Organization","Analytical problem solving","Customer focus"]

Manage a portfolio of commercial insurance clients by partnering with advisors and client/account executives to deliver day-to-day servicing. Drive the renewal and marketing workflow, prepare renewal presentation materials, and coordinate proposal and document accuracy with carriers. Communicate directly with clients and carrier contacts, maintain client records in the agency management system, and handle initial billing questions with support from accounting when needed.

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FursaFursa
Aon
Aon
5 days ago

Commercial Lines, Account Manager (hybrid NY)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Manage a portfolio of commercial insurance clients by partnering with advisors and client/account executives to deliver day-to-day servicing. Drive the renewal and marketing workflow, prepare renewal presentation materials, and coordinate proposal and document accuracy with carriers. Communicate directly with clients and carrier contacts, maintain client records in the agency management system, and handle initial billing questions with support from accounting when needed.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively build relationships with carrier and client contacts and participate in meetings as needed.
  • •Prepare and send requests for proposals to insurance carriers and organize/spread the resulting information as received.
  • •Create first drafts of renewal presentations and review proposals/carrier source documents for accuracy in collaboration with account executives/advisors.
  • •Communicate directly with clients and carriers with required approvals, and maintain client documentation in the agency management system.
  • •Serve as the first line for answering billing questions from clients and insurance personnel, escalating to Accounting when necessary.

Pay and Benefits

Salary: USD 75,000 - 82,000 annually
Perks:Paid Leave401k

Key Requirements

  • •More than 3 years of Commercial Lines client service experience, including experience with an insurance brokerage or independent insurance agency.
  • •Demonstrated experience in relevant lines of coverage and managing a book of business.
  • •Fluency with EPIC or a similar agency management system.
  • •P&C Insurance License required upon hire.
  • •Associate's Degree (or equivalent) or BA/BS preferred.
Experience:3+ yearsCommercial lines insuranceInsurance brokerageInsurance agency
Education:Associate's
Skills:Verbal communicationWritten communicationOrganizationAnalytical problem solvingCustomer focus
Licenses:P&C Insurance License
Languages:En-us
Tech Stack:Microsoft OfficeWordExcelOutlookEPIC

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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