Private Client Producer II

Job description

Aon is looking for a Private Client Producer!
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Private Risk Management business group within Aon Risk Solutions.



You will prospect for business based on your local networks, connections, and communities, and focus on developing client and referral opportunities in our High Net Worth- Private Client Practice.





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 inclusive team.

We are passionate about helping our colleagues and clients succeed.





What your day will look like:

+ Achieve objectives established in the annual producer sales plan

+ Prospect for new business from existing clients and identified target groups

+ Initiate own marketing efforts for target groups

+ Contact prospects for the purpose of providing a quote and making sales appointments

+ Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records

+ Collect detailed risk and underwriting information including survey data and loss history

+ Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information

+ Work with service person or marketer to complete company submissions and selection of potential markets

+ Conduct client and prospect appointments, communicating proposals and renewals, explaining details, and communicating desire to conduct business

+ Introduce service person to clients and request that service calls be directed to them and forward all service-related calls to assigned service person

+ Stay informed of all claims or service issues and become involved in resolution when required

+ Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions

+ Maintain production reports and attend all sales meetings as required

+ Promote agency and insurance industry in the community

+ Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.



+ Perform other specific duties and projects as assigned by agency management

Skills and experience that will lead to success:

+ Active Property and Casualty license

+ 4+ years property and casualty insurance sales producer experience, preferably in high net worth

+ Proficient in using a variety of computer programs including agency management software/ CRM, MS Office, and carrier quoting tools

+ Demonstrated professional written and verbal communication skills

+ Effective organizational skills and attention to detail

+ Advocate for insured with underwriting and claims

+ Ability to demonstrate a positive attitude and energetic personality

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage a diverse workforce.

Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work...

and we are all for it.

We call this Smart Working!



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 welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.

If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
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.


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


The salary range for this position (intended for U.S. applicants) is $135,000-$145,000 annually.

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 production incentives in addition to base salary.

The amount of any production incentives varies and is subject to the terms and conditions of the applicable incentive plan.


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 p rogram that includes free counseling sessions.

Eligibility for benefits is governed by the applicable plan documents and policies.




#LI-KH2

#LI-REMOTE
2564528
Aon is looking for a Private Client Producer!
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Private Risk Management business group within Aon Risk Solutions.



You will prospect for business based on your local networks, connections, and communities, and focus on developing client and referral opportunities in our High Net Worth- Private Client Practice.





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 inclusive team.

We are passionate about helping our colleagues and clients succeed.





What your day will look like:

+ Achieve objectives established in the annual producer sales plan

+ Prospect for new business from existing clients and identified target groups

+ Initiate own marketing efforts for target groups

+ Contact prospects for the purpose of providing a quote and making sales appointments

+ Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records

+ Collect detailed risk and underwriting information including survey data and loss history

+ Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information

+ Work with service person or marketer to complete company submissions and selection of potential markets

+ Conduct client and prospect appointments, communicating proposals and renewals, explaining details, and communicating desire to conduct business

+ Introduce service person to clients and request that service calls be directed to them and forward all service-related calls to assigned service person

+ Stay informed of all claims or service issues and become involved in resolution when required

+ Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions

+ Maintain production reports and attend all sales meetings as required

+ Promote agency and insurance industry in the community

+ Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.



+ Perform other specific duties and projects as assigned by agency management

Skills and experience that will lead to success:

+ Active Property and Casualty license

+ 4+ years property and casualty insurance sales producer experience, preferably in high net worth

+ Proficient in using a variety of computer programs including agency management software/ CRM, MS Office, and carrier quoting tools

+ Demonstrated professional written and verbal communication skills

+ Effective organizational skills and attention to detail

+ Advocate for insured with underwriting and claims

+ Ability to demonstrate a positive attitude and energetic personality

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage a diverse workforce.

Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work...

and we are all for it.

We call this Smart Working!



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 welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.

If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
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.


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


The salary range for this position (intended for U.S. applicants) is $135,000-$145,000 annually.

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 production incentives in addition to base salary.

The amount of any production incentives varies and is subject to the terms and conditions of the applicable incentive plan.


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 p rogram that includes free counseling sessions.

Eligibility for benefits is governed by the applicable plan documents and policies.




#LI-KH2

#LI-REMOTE

Required Skill Profession

Other General