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Account Executive I, Private Equity
Account Executive I, Private EquityAon • San Francisco, California, US
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Account Executive I, Private Equity

Account Executive I, Private Equity

Aon • San Francisco, California, US
14 hours ago
Job type
  • Full-time
  • Part-time
Job description

Aon is looking for an Account Executive I to work with our Private Equity team in San Francisco.

Are you looking to be a member of an industry-leading team? Do you want to deliver innovative and effective solutions to clients? If you said yes, then apply to join our Account Executive team today.

This role is hyrbid out of our office in San Francisco, CA.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

  • Retains and grows Aon's business, cultivating relationships with senior-most client decision-makers in the client organization as well as with day-to-day client contacts.
  • Drives the renewal process, assembling the appropriate team to develop and implement the client-specific renewal strategy.
  • Coordinates with Brokers in the development and delivery of renewal strategies.
  • Facilitates critical relationships between clients, ARS and insurers.
  • Ensures client service team understanding of client needs, service delivery methods, and the economic framework relevant to services delivered.
  • Leads stewardship planning and delivery
  • Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the Client Promise Plan.
  • Arranges Aon compensation for services, whether fee or commission-based, accordingly.
  • Educates clients in risk management, risk transfer, market issues and relevant trends including appropriate benchmarking and GRIP data.
  • Marshals appropriate Aon resources to support clients in unusual circumstances such as large claims, etc.
  • Involves others across geographic (including international), functional and business unit boundaries to define interdependent responses to opportunities to grow the business.
  • Manages input to and follow-up on invoicing and receivables process for assigned clients, ensuring timely collections.

How this opportunity is different

We are looking for a leader who is responsible for the day-to-day, account management of Aon's relationships with assigned clients as their primary role. You will lead client service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting, you will promote the value Aon delivers to clients.

Skills and experience that will lead to success

  • Over 5 years' Property & Casualty experience, ideally with Private Equity clients
  • Able to lead a book of business of at least $1 million in annual revenue
  • Experience managing large, sophisticated accounts
  • Organizational, interpersonal, and project management skills with an ability to multi-task and prioritize workload with attention to detail
  • Critical thinking skills with the ability to clearly express thoughts and concepts at various levels
  • Excellent digital literacy, including working experience with Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
  • Must have an active Property & Casualty license
  • Education : Bachelor's degree preferred or equivalent years of industry experience.

    Pay Transparency Laws

    The salary range for this position is $90,000 - $130,000 annually. This salary range is an estimate and the actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

    This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus and production incentives in addition to base salary. The amount of any bonus and production incentives varies and is subject to the terms and conditions of the applicable incentive plan.

    How we support our colleagues

    In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work / life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

    Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

    Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

    Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

    We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

    For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

    Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

    Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

    A summary of all the benefits offered for this position :

    Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to : a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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