Account Executive
2 weeks ago
Posting Description:
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions in Canada. As a CBU Account Executive, you will report directly to the CBU Leadership team.
This role has the flexibility to be performed from our Vancouver office, fully remotely or as a hybrid working model based in Vancouver or any of our other Aon offices.
**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**
Distinctive Client Value
- Develop and maintain knowledge of client’s operations and risk exposures.
- Identify specific client and prospect needs and develop innovative and cost-effective solutions.
- Review and revise insurance program in conjunction with the client to ensure complete and appropriate coverage.
- Resolving client issues and concerns.
- Maintaining at all times, a thorough understanding and knowledge of all available Aon resources.
- Ensuring expected standards of service are delivered to our clients.
- Deliver results on new business opportunities.
- Utilize CBU strategies to maximize new business and retention results.
- Servicing existing client’s portfolio, defining routine insurance issues and providing advice on resolution of issues.
- Ensuring client files are updated and maintained. This includes making direct requests for information from clients and handling client inquiries regarding those requests.
- Managing Accounts Receivable.
- Analyzing contracts of clients and their projects identifying potential issues that could be of concern with respect to indemnities and insurance requirements (i.e. anticipate underwriting issues).
- Adhering to Aon standards for documents and invoice delivery.
- Negotiating with Underwriters for the best terms, conditions and competitive pricing for existing and new clients.
- Verifying that all policies and documentation for accuracy in accordance with terms and conditions.
- Analyzing client specific risk exposure and details coverage requirements; preparing and presenting renewals and new business.
- Negotiating, establishing, and maintaining strong relationships with the underwriting community for the ultimate benefit of the client.
- Following up with Insurer(s) to confirm terms of negotiated contract are met.
- Approving documentation for new contracts, policy changes, additions, deletions and renewals.
- Saving documents on Aon’s electronic filing system.
- Other related duties and responsibilities as assigned.
Operational Excellence
- Be their day-to-day point of contact for ongoing service needs and ensuring smooth communication and coordination with the client.
- Assume accountability for the day-to-day service quality provided to the client.
- Developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities.
- Performing other related duties as assigned in support of the managing the day-to-day service delivery to our clients.
- Required to maintain up to date licensing per province as it pertains to your clients needs.
- Required to maintain an assigned renewal book while earning new business.
**How this opportunity is different**
Our new colleague will be working alongside experienced team of colleagues with diverse backgrounds, ranging from account management, broking, claims advocacy, risk engineering and specialty brokers to bring the best of Aon to our clients.
Joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national and global projects and ability to participate and drive innovative projects and solutions across all solution and product lines.
**Skills and experience that will lead to success**
- Minimum two to five (2-5) years of commercial insurance experience is required.
- Knowledge of specialty lines such as; D&O, E&O, Cyber, Pollution, Construction Industry, Marine, Aviation and/or Public Sector.
- Provincial licensing requirements.
- CIP and/or CRM an asset.
- Post-Secondary degree or a combination of education and equivalent years of industry experience.
- Excellent interpersonal, communication and presentation skills, both verbally and written.
- Client focused and proven relationship building 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.
- Previous experience supporting clients nationally would be an asset, but is not requi
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