Associate Account Executive

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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).