Account Executive
2 months ago
**Account Executive**: Financial Advisor Practice/ Financial Institutions team
Are you client focused? An innovative thinker/problem solver? Do you have financial institutions experience?
We are looking for someone to join our FI team in our Financial Advisor Practice with a focus on growth.
This is a hybrid role with the flexibility to work both virtually and from our office”.
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 we are passionate about helping our colleagues and clients succeed.
What the day will look like
Delivering continuous excellence in servicing and growing an existing book;
Identifying specific client and prospect needs and developing innovative and cost effective solutions;
Reviewing, revising and building insurance programs with the clients’ risk profile and insurance objectives in mind;
Coordinating / providing oversight to the account team and establish client service plans that prioritize the account activities and profitability in a value-based approach for the scope of services required;
Coordinating / leading strategy for the account renewal/portfolio renewal and the ongoing requirements during the year, working with the broking team in the marketing process and the negotiations with underwriters;
Managing and overseeing the 120 day Renewal Process including preparing the renewal report, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner;
Assisting in the review of claims and managing the client issues around claims handling;
Developing and managing the key relationships to become the client’s risk management advisor;
Cross-selling and expanding existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities;
Focus on new business production
Assist in the development of annual sales and marketing strategy designed to cultivate revenue generation opportunities;
Developing new contacts and build relationships with prospects that align with the Region’s/Branch’s acknowledged targeted industry or segment groups;
Providing the leadership necessary for development and delivery of insurance and industry related presentations/seminars prospects and clients as required;
Acting as the visible face of Aon to the clients/prospects in the community, working to consistently prospect and facilitating lead generation activities; and
Ability to lead and mentor junior members of the team; and
Performing other related duties as assigned.
How this opportunity is different
This role will be part of the team managing our broker/dealer portfolio and will give you an opportunity to work with our clients’ senior leaders in the development and management of their Financial Advisor programs. Aside from standard client management and risk assessment, there will be opportunity to take on presentations and education opportunities for our clients (including content creation). This role will report into the head of FI and will support collaborative program and portfolio growth in addition to other FI opportunities.
Skills and experience that will lead to success
Minimum of eight to ten years experience in the Financial Institutions sector (financial advisor expertise preferred);
Excellent interpersonal, communication and presentation skills, both verbally and written (Bilingual: French/English considered an asset);
Previous experience managing clients with a focus on client engagement, education and relationship building skills;
Ability to work collaboratively as a key member of a team and independently with minimum supervision;
Ability to mentor more junior team members;
Demonstrated success in a current or previous production focused role;
Strong understanding of E&O in addition to standard financial lines; programs experience is an asset;
Meticulous attention to detail, refined organizational skills, ability to multi-task and prioritize completing requirements and deadlines under pressure.
**Education**:
Post Secondary Degree or equivalent;
RIBO License required;
Commitment to ongoing learning and professional development
LI-SG
LI-HYBRID 2523235
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