High Net Worth Account Executive
2 days ago
Calgary, AB, Canada
Aon plc
Full-time
€90,000 - €130,000 Contract
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Serve high-net-worth private clients at Aon through risk analysis, insurance advice, and relationship management in a fixed-term contract. Build coverage strategies with precision.
As Assistant Vice President, Account Executive, you will manage client relationships and assess personal risk exposures. You will match Aon resources to requirements, prepare proposals, and advise clients on rates and coverage. The role supports existing portfolios and prospective new business.
Key Responsibilities
- Analyze high-net-worth client risk exposures and coverage requirements
- Service existing client portfolios with continuous excellence
- Maintain underwriting relationships to achieve suitable coverage terms
- Prepare and present marketing proposals for prospective business
- Process requests through insurer portals and BMS workflows
Requirements:
- One to two years in personal risk management and insurance
- High-net-worth private client experience ideally preferred
- Alberta General Insurance Licence is mandatory
- Strong organization, communication, and attention to detail
- Proficiency in Microsoft Word, Excel, and Outlook Apply your private client insurance expertise, relationship skills, and risk knowledge as an Aon high-net-worth Account Executive.
Key Responsibilities
- Analyze high-net-worth client risk exposures and coverage requirements
- Service existing client portfolios with continuous excellence
- Maintain underwriting relationships to achieve suitable coverage terms
- Prepare and present marketing proposals for prospective business
- Process requests through insurer portals and BMS workflows
Requirements:
- One to two years in personal risk management and insurance
- High-net-worth private client experience ideally preferred
- Alberta General Insurance Licence is mandatory
- Strong organization, communication, and attention to detail
- Proficiency in Microsoft Word, Excel, and Outlook Apply your private client insurance expertise, relationship skills, and risk knowledge as an Aon high-net-worth Account Executive.