Associate Account Executive

3 weeks ago


Edmonton, Canada Aon Full time

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 Working
Our continuous learning culture inspires and equips you to learn, share and grow, helpin



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