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Client Relationship Executive
3 months ago
Position: Account Management Specialist - Contract
Are you seeking a chance to become part of a global leader in the professional services industry? This role could be an excellent fit for you.
This position adheres to our SmartWorking policy, potentially allowing for a hybrid work arrangement.
Important Note: Applicants must be legally authorized to work in Canada. This position does not qualify for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
About Aon:
At Aon, we are dedicated to enhancing decision-making processes to safeguard and enrich lives globally. Our organization thrives on trust, forming an inclusive and diverse team passionate about fostering success for our colleagues and clients.
Daily Responsibilities:
Each day in this role presents unique challenges. Responsibilities may include:
- Overseeing the client renewal process and collaborating with team members on marketing needs, deadlines, and deliverables for assigned accounts.
- Identifying specific client risk exposures.
- Developing tailored service plans and delivery strategies that support coverage solutions and promote Aon’s products and services.
- Coordinating client information with the Broking Team to initiate the renewal process.
- Managing existing programs, defining routine risk exposures, and providing initial advice on general policy coverages under the guidance of the principal Account Executive.
- Preparing client service summaries, program reports, and client survey data for review by Service Team Management.
- Processing client requests and reviewing documentation for routine policy modifications, additions, deletions, renewals, or cancellations.
- Reviewing policy contracts from the Broking Team to ensure client needs are adequately addressed.
- Verifying endorsements, cover notes, and certificates of insurance produced by the Client support team for accuracy and completeness.
- Leading by example to demonstrate the importance of best practices across all business lines.
- Performing other related duties as assigned.
- Managing and servicing an assigned portfolio of accounts.
Unique Aspects of This Opportunity:
As part of an industry-leading team, you will empower results for our clients by delivering innovative and effective solutions.
Qualifications for Success:
- Minimum of 3 years of experience in the insurance industry;
- Level I Insurance License is required;
- Level II Insurance License is preferred;
- Strong interpersonal, communication, and presentation skills, both verbal and written;
- Client-focused with proven relationship-building abilities;
- Capacity to work collaboratively as a key team member and independently with minimal supervision.
Our Commitment to Colleagues:
Alongside our comprehensive benefits package, we promote a diverse workforce. Our agile and inclusive environment allows you to manage your well-being and work/life balance, ensuring you can perform at your best. Additionally, all colleagues benefit from two "Global Wellbeing Days" each year, encouraging personal time. We offer various working style solutions, recognizing that flexibility extends beyond just the workplace, which we refer to as Smart Working.
