Account Executive - Private Client

Profile

Account Executive / Private Client   Aon is in the business of better decisionsAs 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.  Each of our clients has unique needs, so we have developed expertise for a complete range of business processes, products and industries. Aon’s account managers form a comprehensive perspective of our clients’ exposures, matching our expertise to their protection strategy. We currently have an exciting career opportunity for an Account Executive; with experience working in an account management capacity for a High Net Worth book of clientele. The role is a hybrid structure position with three days working remotely and two days in house at our Aon 2 Sheppard Avenue East Toronto, Ontario office.  What the day will look like As an integral part of the Aon private client team our new colleague will enjoy the day to day experience of managing a portfolio of affluent clients with their unique insurance needs.  This role will challenge you and empower you to be responsible for its key service levels and driving business results. Existing ClienteleAnalyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients.Deliver continuous excellence in servicing an existing portfolio of clientsEstablish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clientsGain and maintain a thorough understanding and knowledge of available Aon resources and solutions, and match those to client requirements.New BusinessPrepare and present marketing proposals for prospective new business Collaborate with Aon group, commercial and health & benefits colleagues to develop marketing initiatives for new prospective private clients within their existing clientsAct as the visible face of Aon to clients and prospective clients in the community.Develop and maintain external centres of influence for lead generation and continuous pipeline Key Performance IndicatorsMeet established sales and retention targetsDevelop, implement, and manage national private client sales & service training programSupport leadership in the family office structure and 3–5-year business strategy Perform other related duties as assigned to deliver business results and distinctive client value  How this opportunity is different This is a great opportunity to collaborate with interesting and passionate customers.The successful Account Executive will be part of the Aon United culture of collaboration across geographies, subject matter expertise, and functional roles. Aon offers opportunities for training, career advancement, and a high degree of visibility internally and externally. Educational Requirements:University or College degree preferred.7-10 years personal insurance experienceRIBO license requiredCIP, FCIP and CAIB are preferable, or working towards.Proficient in MS Word, Excel, Microsoft Outlook and Epic Experience or Training: Minimum 5 years’ experience as a broker in private client personal insurance How we support our colleagues  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! 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. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on **** Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.   #LI-SG2#LI-HYBRID 2518449,qualifications:UNAVAILABLE,responsibilities:Account Executive / Private Client   Aon is in the business of better decisionsAs 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.  Each of our clients has unique needs, so we have developed expertise for a complete range of business processes, products and industries. Aon’s account managers form a comprehensive perspective of our clients’ exposures, matching our expertise to their protection strategy. We currently have an exciting career opportunity for an Account Executive; with experience working in an account management capacity for a High Net Worth book of clientele. The role is a hybrid structure position with three days working remotely and two days in house at our Aon 2 Sheppard Avenue East Toronto, Ontario office.  What the day will look like As an integral part of the Aon private client team our new colleague will enjoy the day to day experience of managing a portfolio of affluent clients with their unique insurance needs.  This role will challenge you and empower you to be responsible for its key service levels and driving business results. Existing ClienteleAnalyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients.Deliver continuous excellence in servicing an existing portfolio of clientsEstablish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clientsGain and maintain a thorough understanding and knowledge of available Aon resources and solutions, and match those to client requirements.New BusinessPrepare and present marketing proposals for prospective new business Collaborate with Aon group, commercial and health & benefits colleagues to develop marketing initiatives for new prospective private clients within their existing clientsAct as the visible face of Aon to clients and prospective clients in the community.Develop and maintain external centres of influence for lead generation and continuous pipeline Key Performance IndicatorsMeet established sales and retention targetsDevelop, implement, and manage national private client sales & service training programSupport leadership in the family office structure and 3–5-year business strategy Perform other related duties as assigned to deliver business results and distinctive client value  How this opportunity is different This is a great opportunity to collaborate with interesting and passionate customers.The successful Account Executive will be part of the Aon United culture of collaboration across geographies, subject matter expertise, and functional roles. Aon offers opportunities for training, career advancement, and a high degree of visibility internally and externally. Educational Requirements:University or College degree preferred.7-10 years personal insurance experienceRIBO license requiredCIP, FCIP and CAIB are preferable, or working towards.Proficient in MS Word, Excel, Microsoft Outlook and Epic Experience or Training: Minimum 5 years’ experience as a broker in private client personal insurance How we support our colleagues  In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! 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. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on **** Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.   #LI-SG2#LI-HYBRID,skills:UNAVAILABLE,workHours:UNAVAILABLE,jobBenefits:UNAVAILABLE,datePosted:2023-02-01T17:29:00 0000,employmentType:FULL_TIME,educationRequirements:UNAVAILABLE,salaryCurrency:USD,baseSalary:{@type:MonetaryAmount,currency:USD,value:{@type:QuantitativeValue,value:0,minValue:0,maxValue:0,unitText:YEAR}},validThrough:2024-02-01T17:29:34.000Z,industry:UNAVAILABLE,hiringOrganization:{@type:Organization,name:Aon Corporation,sameAs:****Sheppard Avenue East,postalCode:M2N7A4,addressCountry:Canada}}}

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