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Insurance Advisor – Personal Lines

2 weeks ago

Edmonton, Alberta, Canada Aon Corporation Full time $45,000 - $75,000 per year
Insurance Advisor – Personal Lines   Do you enjoy sharing your expertise to educate clients? Do you want to work with an organization that values your skillsets and is committed to your development? If you have answered yes to these two questions – we have an opportunity for you   Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.   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 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   As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. As a Service Broker you will report directly to the Team Leader of Commercial Risk Solutions.   Skills and experience that will lead to success
  • 3+ years' experience in Home and Auto Personal Lines insurance with proven customer service success preferred
  • Post-secondary diploma or degree or a combination of education and equivalent years is a definite asset
  • Demonstrated ability to manage time effectively and prioritize requests while maintaining a positive attitude
  • High level of organization, efficiency, and attention to detail
  • Excellent interpersonal and communication skills, both verbal and written
  • Proven ability to develop and deepen relationships with clients, colleagues, and insurer partners
  • Valid provincial license is a requirement; relevant certifications such as CIP and CAIB are assets
  • License for other provinces or open to take them is preferred
How we support our colleagues   In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.   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 and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.   Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.   We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email   Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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