Associate Account Executive - Contract

at  Aon Corporation

Calgary, AB, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate24 Aug, 2024Not Specified25 May, 20243 year(s) or abovePresentation SkillsNoNo
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Description:

Posting Description:
Associate Account Executive- Contract
Are you looking for an opportunity to join a global leader in the professional services space? This could be the perfect opportunity for you!
This role is subject to our SmartWorking policy, which may allow for a hybrid work style from either our Calgary or Edmonton Office.

SKILLS AND EXPERIENCE THAT WILL LEAD TO SUCCESS

  • 3 + years of insurance industry experience;
  • Level I Insurance License is required;
  • Level II Insurance License is preferred
  • Excellent interpersonal, communication, and presentation skills, both verbally and written;
  • Client focused with proven relationship building skills;
  • Ability to work collaboratively as a key member of a team and independently with minimum supervision.

Responsibilities:

Each day is unique in this role. The daily work may look like any combination of tasks, such as:

  • Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables on assigned accounts.
  • Identifying specific client risk exposures.
  • Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure.
  • Coordinating client information with the Broking Team to initiate renewal process.
  • Servicing existing programs, defining routine risk exposure, and providing first level advice on general policy coverages under the direction of the principle Account Executive.
  • Preparing client service summaries, program reports and client survey information for review by Service Team Management.
  • Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations.
  • Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met.
  • Reviewing endorsements, cover notes and certificates of insurance produced by the Client support team to ensure their accuracy and completion in support of the team’s service plan.
  • Leading by example by demonstrating and sharing with all lines of business the importance of best practice.
  • Other related duties and responsibilities as assigned.
  • Handling and servicing an assigned book of accounts


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Other Industry

Accounts / Finance / Tax / CS / Audit

Other

Graduate

Proficient

1

Calgary, AB, Canada