[Hiring] Senior Account Executive @Aon

Role Description

We are seeking an experienced Commercial Lines, Senior Account Executive with generalist coverage experience. You will be the relationship manager and strategic advisor on an assigned book of business. You will work with the Account Management Team to manage your book of business and ensure a seamless renewal process for clients.

• Lead primary client relationship and development of customer service plan.
• Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meetings to strategize for the renewal marketing process and advise on the best coverage alternatives.
• Review ownership and management contracts, property leases, and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Discuss and negotiate coverage and related pricing with carriers and wholesalers based on in-depth understanding of client’s exposures and historical claims.
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations, and recommended coverage options.
• Conduct renewal presentations with clients either individually or with other members of the team.
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite.
• Be a strategic negotiator to obtain comprehensive coverage and the most competitive premium.
• Develop strong relationships with business partners including carrier underwriters, wholesalers, and other professional service providers.
• Ability to travel 2-3 times a year or as required for client or other meetings.

Qualifications

• Deep knowledge of Commercial Property & Casualty insurance required.
• Proven ability to collaborate effectively within a team-based service model to drive client outcomes.
• Strong relationship-building skills.
• Excellent written and verbal communication skills, with the ability to present complex concepts.
• Familiarity with EPIC or other agency management systems preferred.
• Strong analytical, problem-solving, and decision-making capabilities.
• Adaptable and meticulous with the ability to manage multiple priorities in a fast-paced environment.
• Highly organized with excellent time management and planning skills.
• Maintain a professional and secure remote work environment and high-speed internet.

Requirements

• Property & Casualty Broker’s License required upon hire; CPCU or similar designation preferred.
• Bachelor’s degree preferred; High School Diploma or equivalent required.
• 10+ years of industry experience with a strong background in commercial insurance is ideal.
• Prior retail brokerage experience required.
• Advanced MS Office skills, including Excel, Word, PowerPoint.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Performance-based incentives.