Financial Institutions Relationship Manager
13 hours ago
Aon is seeking an experienced Financial Institutions Relationship Manager to join our team in Edmonton or Calgary. This role offers a unique opportunity to work with a dynamic team, manage client relationships, and deliver innovative solutions to financial clients.
About the JobThis hybrid role combines remote and office work, allowing for flexibility and work-life balance. As a Financial Institutions Relationship Manager, you will report directly to the Leader of the Advisor Errors and Omissions Programs, Financial Institutions Practice.
- Deliver continuous excellence in servicing existing clients and developing new business opportunities;
- Identify specific client needs and develop cost-effective solutions;
- Coordinate account activities and establish client service plans that prioritize profitability;
- Develop and maintain strong relationships with clients and prospects;
- Provide leadership and support for insurance and industry-related presentations and seminars as needed;
- Prepare monthly sales reports, progress reports, and status reports.
To succeed in this role, you will require:
- A minimum of five years of commercial insurance experience;
- Excellent interpersonal, communication, and presentation skills;
- Client-focused relationship-building skills;
- Ability to work collaboratively and independently with minimal supervision;
- Meticulous attention to detail, refined organizational skills, and ability to multi-task;
- Proven ability to prioritize competing requirements and deadlines under pressure;
- Strong computer skills and proficiency in the Microsoft Office Package;
- Bilingual French speaking is considered an asset.
Aon provides a comprehensive benefits package, including two Global Wellbeing Days per year. Our agile and inclusive environment allows for work-life balance and flexibility. We offer various working style solutions and recognize the importance of flexibility beyond just the workplace.
Salary EstimateThe estimated annual salary for this role is between $80,000 - $120,000 CAD, depending on experience and qualifications. This range reflects the average market rate for similar roles in the Edmonton and Calgary areas.
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