Account Executive

2 months ago


Vancouver, Canada Aon Full time

**Job Description**:
**Account Executive**

**Are you a professional who enjoys developing and managing client relationships, consult on various risk topics and grow your skills from an insurance broker to a risk advisor?**

This role is eligible under Aon's Smart Working policy and is therefore a hybrid role with the flexibility to work a mix of virtual & in the office days.

**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**
- Developing and nurturing client and prospect relationships to continue, or progress, Aon’s position as risk management advisor of choice.
- Leading the strategy for account renewals and the ongoing requirements during the year, working with the various specialist broking teams in the marketing process.
- Reviewing and revising insurance programs in conjunction with the client to ensure complete and appropriate coverage.
- Managing 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 clients in a timely manner
- Analyzing client and prospect contracts identifying potential _risk_ issues that could be of concern with respect to indemnities and insurance requirements (i.e. anticipating underwriting issues).
- Open claim review and managing the client’s expectations around claims handling
- Analyzing the client’s needs around risk mitigation and deployment of risk control engineering when required.
- Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities.
- Reviewing policy documents for accuracy and intent.

**Business Results**:

- Producing new business and assisting in the development of sales and marketing strategies designed to cultivate revenue generation opportunities.
- Developing comprehensive annual and quarterly new business sales and development plans for identified targeted prospects and existing clients based on being accountable for pre-agreed financial goals.
- Developing new contacts and building relationships with prospects that align with the Region’s/Branch’s acknowledged targeted industry or segment groups.
- Acting as the visible face of Aon to clients/prospects in the community, working to facilitate lead generation activities.
- Performing other related duties as assigned to deliver business results and distinctive client value.

**How this opportunity is different**

The Vancouver General Practice team continues to be one of the highest growth departments in the past three years and is the largest department in the Vancouver branch. This department also has the highest growth potential and is a strong contributor to the Vancouver’s results. This role has been created to continue growth expansion into the local mid-large market segments as well as other verticals within General Practice, with a focus on Real Estate, Manufacturing and Public Sector.

As an Account Executive, you will be responsible for the day-to-day, account management of Aon’s relationships with assigned clients as your primary role as well as leading client service teams to identify and meet client needs in order to retain and grow a profitable book of business. Promoting the value Aon delivers to clients through service, consultation, and collaboration.

**Skills and experience that will lead to success.**
- Minimum 7 years of commercial insurance account management experience preferred.
- Ability to work collaboratively as a key member of a team and independently with minimum supervision.
- Client relationship focused.
- Excellent interpersonal, communication and presentation skills.
- Outstanding organizational skills and the ability to prioritize under pressure of competing deadlines.
- Excellent computer skills and proficient with the Microsoft Office Package, specifically Microsoft Word and Excel.

**Education and Professional Development**:

- Bachelor’s degree or equivalent preferred.
- BC Level 2 General Insurance Agent License.
- CIP, FCIP and CRM is preferred.
- Commitment to ongoing learning and professional development including insurance courses/certifications.

**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 recognise


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