Personal Lines Service Broker

**Job Title**: Personal Lines Service Broker

This is a hybrid role with the flexibility to work both virtually and from our 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
- Providing information to clients in response to inquiries on products.
- Providing telephone coverage on the queue in a call-center type atmosphere
- Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities;
- Analyzing customer inquiries by providing information on products/services;
- Matching customer needs to insurance company’s products/services;
- Meeting established sales and service targets;
- Generating new business opportunities by recommending products/services where appropriate;
- Up-selling or cross-selling products/services to existing clients;
- Updating customer records on computer system;
- Contacting other departments to obtain information requested by customers i.e. claims;
- Resolving customer concern/complaints within authority limits;
- Providing post sales customer service (i.e. policy changes);
- Reviewing coverage(s) and recommends changes as necessary;
- Maintaining quality controls, checks work for accuracy;
- Managing accounts receivable;
- Processing documents, including customer letters and invoices (as needed or directed);
- Referring complex/difficult customer complaints/inquiries to team leader or supervisor;
- Maintaining general knowledge and understanding of all personal property and auto insurance products/services;
- Providing telephone coverage support (as directed);
- Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and
- Other related duties and responsibilities as assigned.

How this opportunity is different

This role gives you an opportunity to excel in Client Management skills

Skills and experience that will lead to success
Minimum 2 years of personal property and auto insurance experience required
General Insurance Level I Alberta License is a must
Experience working in an inbound and outbound call center type environment
Ability to establish a rapport, assess and identify cross selling opportunities over the phone
Excellent interpersonal, communication and presentation skills, both verbally and written
Client focused and proven relationship building skills
communication and presentation skills, both verbally and written

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, 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 recognise 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, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

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