Associate Account Executive

Aon is Looking for an Associate Account Executive in Winnipeg

As a key contributor on an industry-leading team, you will have an exceptional opportunity to build on your experience, working with a team of experienced, high-performing colleagues. You will be exposed to a diverse customer base, ensuring their commercial insurance needs are met.

Your impact as an Associate Account Executive

Job Responsibilities:

• Receiving and processing client requests and reviewing documentation for policy changes, additions, deletions, renewals or cancellations;
• Under the direction of the Account Executive, servicing existing programs, defining routine risk exposure and providing first level advice on general policy coverages;
• Attending client meetings, including C-Suite and similar level clients;
• Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables;
• Identifying specific client risk exposure and developing and presenting innovative coverage solutions in support of existing and new business growth;
• Developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities;
• 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 (Broker, Associate Broker/Broking Coordinator) to initiate renewal process;
• Receiving policy contracts from the Broking Team, providing first level review to ensure client needs have been met;
• Preparing client service summaries, program reports and client survey information for review by Service Team Management;
• Supervise the day-to-day administrative activities of the Account Coordinators and/or administrative members of the service team, as required;
• Reviewing endorsements, cover notes and certificates of insurance produced by the Broking Coordinator to ensure their accuracy and completion in support of the team’s service plan;
• Handling and servicing an assigned book of accounts; and
• Leading by example by demonstrating and sharing with all lines of business the importance of best practice.

You Bring Knowledge and Expertise

Required Experience:

• Minimum three (3) years of experience working in a fast-paced, professional environment is preferred;
• Excellent interpersonal and communication skills, both verbal and written;
• High level of client focus with proven relationship building skills;
• High level of business acumen and professional presentation 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;
• High level of comfort with change and proven ability to adapt; and
• Demonstrated ability to learn quickly, including both self-directed learning and in-role training.

Education:

• Post-Secondary degree in Business, Commerce or similar area of focus is preferred; a combination of education and equivalent years of industry experience will also be considered.
• IBAM license preferred but not mandatory upon hire; will be required to obtain license within six (6) months of hire.
• Commitment to ongoing learning and professional development including insurance courses and certifications such as Canadian Accredited Insurance Broker (CAIB) and Chartered Insurance Professional (CIP).