- 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.
- 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.
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Associate Account Executive - Edmonton, Canada - Aon
Description
Associate Account Executive
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.
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, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
Each day is unique in this role. The daily work may look like any combination of tasks, such as:
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 in Edmonton, Aon Reed Stenhouse office.
Skills and experience that will lead to success
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
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