Associate Account Executive

3 weeks ago


Edmonton, Canada Aon Full time

**Job Description**:
Are you naturally curious and interested in exploring what a career in Risk and Insurance could look like? If you like working with a collaborative team, enjoy providing extraordinary service to your clients and have a desire for ongoing learning, we should talk
Our structure is flexible and offers a unique work experience under our SmartWorking program, which means that you are able to work remotely and/or in the 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**

In this role everyday is different. The daily work is varied and can include a combination of tasks and responsibilities, and includes:

- Working closely with multiple Account Executives and Brokers, including those located in alternate offices
- Acting as a key member of the Client Service Team, providing primary client contact on routine account management matters
- Serving as the internal central contact for all aspects of account activity
- Under the direction of the Account Executive, service existing client portfolios, attending to routine insurance issues and providing first response to client inquiries
- Assist with brokering accounts (working with the Account Executive and Broking Teams to identify coverage requirements, exposures, etc.)
- Servicing small to medium insurance accounts in the capacity of an Account Executive
- Ensuring client electronic files are updated and maintained in accordance with compliance standards. This includes making requests for information directly clients and handling any subsequent client inquiries
- Maintaining accounts receivables
- Assisting Account Executive with maintaining client service schedule (ie. prompting renewal meetings, relationship building events, etc.)
- Analyzing client contracts to identify insurance obligations that are not met by existing insurance coverage
- Preparing or assisting with the preparation of the internal strategic broking and client renewal strategy agendas
- Assist Account Executive with new business initiatives (IE. coordinating dissemination of marketing material, prompting regular contact with prospect, assisting in developing new business strategies and account penetration)
- Maintaining internal systems and tools to assemble and analyze client information, projects and reporting
- Serves as the primary interface with Aon Client Services (“ACS”) and responsible for raising service requests in Polaris, ensuring key processes assigned are performed effectively
- Attend client meeting virtually or in person
- Perform other duties as required

**How this opportunity is different**

We pride ourselves on our dedicated expert risk consultants and insurance specialists for the Public Sector. Our Public Sector Practice in Alberta is the largest Public Sector team across all brokerages in the province and tied into national and global Public Sector expertise that allow our team to provide thought leadership from a broader experience to be delivered on a local scale. Our goal is to stretch beyond transactional relationships and focus on being a strategic trusted partner and advisor to our clients.
Our approach fosters a collaborative work environment with close connections to both clients and colleagues. We are dedicated to personal growth and career development plans for our colleagues, and structured support for both technical and soft skill development to help colleagues realize their potential.

**Skills and experience that will lead to success**
- 3 - 5 years General Insurance experience is preferred
- Must hold or be willing to acquire a General Insurance License Level 2
- Have good digital literacy and confirmed experience with Windows, Microsoft Office programs (Word, Excel, PowerPoint and outlook)
- Excellent interpersonal skills combined with proficiency in both verbal and written communication
- Ability to work collaboratively as a key member of a team and independently with minimum supervision
- Attention to detail and the ability to manage concurrent projects
- Should hold or be working towards a CIP, CRM or CAIB designation
- Post Secondary Education or equivalent years of confirmed relative experience

**How we support our colleagues**

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



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