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Account Executive
3 months ago
Do you have a passion for connecting Private Clients with Personal Lines products that best suit their niche needs? Ready to take the next step and use your experience & expertise in a different way? If this sounds like you, then read on
Note:
This role can be located close to any of our Western Canadian offices. This work can be fulfilled under our SmartWorking Program. 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, diverse team, and are passionate about helping our colleagues and clients succeed.
What the day will look like Existing ClienteleAnalyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients.
Deliver continuous excellence in servicing an existing portfolio of clients
Establish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clients
Gain and maintain a detailed understanding and knowledge of available Aon resources and solutions, and match those to client requirements.
New BusinessPrepare and present marketing proposals for prospective new business
Collaborate with Aon group, commercial and health & benefits colleagues to develop marketing initiatives for new prospective private clients within their existing clients
Act as the visible face of Aon to clients and prospective clients in the community.
Build and maintain external centres of influence for lead generation and continuous pipeline Key Performance Indicators
Meet established sales and retention targets
Support leadership in the family office structure and multi-year business strategy How this opportunity is different
The Private Client team works with High Net Worth individuals, matching their insurance needs to an extensive suite of risk mitigation products and solutions.
The team is diverse, cohesive and welcoming, and they enjoy sharing their knowledge and expertise with colleagues and clients alike.
This is the perfect opportunity for someone who is experienced in Personal Lines and is ready to take their next step into the realm of Private Client Personal Lines.
Skills and experience that will lead to success7-10 years personal insurance experience; minimum 5 years' experience as a broker in private client personal insurance is ideal
Level I license required, Level II license in progress or willing to complete
CIP, FCIP and CAIB are preferable, or working towards
Proficient in MS Word, Excel, Microsoft Outlook and Epic 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 SmartWorkingOur 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, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. #LI_CP2
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