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Associate Account Executive

2 months ago

Toronto, Ontario, Canada Aon Full time
About the Role

Aon is seeking a highly skilled and experienced Associate Account Executive to join its Construction Services Group. As a key member of our team, you will be responsible for delivering exceptional service to our clients and driving business growth through innovative coverage solutions.

Key Responsibilities
  • Verify inbound policy coverage requests for accuracy and completeness, update client data records, reconcile policy endorsements and update policy endorsement logs.
  • Verify enrollment reports and prior to billing clients; liaise with clients and carriers regarding billings; manage policy billings and convert enrollment endorsements according to account-specific procedures.
  • Problem solve and find solutions to any billings issues should they arise in reconciling quarterly enrollment reports.
  • Respond to and resolve client inquiries regarding project enrollment, billings, invoices, and taxes.
  • Respond to and resolve internal finance and settlement inquiries around premium billings and taxes, including late payment.
  • Under the direction of Managing Director, Performance Security Leader and SDI Account Executive, servicing existing programs, defining routine risk exposure and providing first level advice on general policy coverages.
  • Handling and servicing an assigned book of accounts.
  • Developing and managing client relationships to provide excellent service in line with Aon's service requirements.
  • Review coverage referral requests including financial statement analysis.
  • Review policy renewal and new business applications information for completion and accuracy.
  • Participation in the C&I Business Development strategy to identify opportunities, cultivate relationships and promote Aon as a broker of choice for prospective customers.
  • Working with Business Development leaders to promote Aon at industry association functions to meet and develop prospects.
  • Identifying specific client risk exposure and developing and presenting innovative coverage solutions in support of existing and new business growth.
  • Attending and minuting client meetings.
  • Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure.
  • May supervise the day to day administrative activities of the Account Coordinators and/or administrative members of the service team, as required.
  • Leading by example by demonstrating and sharing with all lines of business the importance of best practice.
  • Performing other related duties as assigned.
What We Offer

Aon is a global organization that offers a diverse and inclusive work environment. Our colleagues enjoy a comprehensive benefits package, flexible working arrangements, and opportunities for professional development and growth.

Requirements
  • Strong data management skills required (Excel, macros, pivot-tables, etc.) is a must.
  • Knowledge of Finance/ Accounting, financial statement analysis is a must.
  • Excellent interpersonal and communication skills, both verbally and written.
  • High business acumen and professional presentation skills.
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision.
  • Meticulous attention to detail, refined organizational skills and the ability to multi-task.
  • Proven ability to prioritize competing requirements and deadlines under pressure.
  • Must have strong computer skills and be proficient with the Microsoft Office Package.
  • Experience in reviewing and interpreting legal documents and/or insurance policies is an asset.
Preferred Experience
  • Commercial insurance experience is preferred.
  • Understanding of the Construction and/or Asset Management industry.
Education
  • Degree in Finance or Accounting is preferred or an equivalent years of industry experience.
  • Commitment to ongoing learning and professional development.