Commercial Account Executive and Team Leader

Aon Corporation•Montreal, QC

About The Position

This opportunity is for a Commercial Insurance Account Executive and Team Leader role within Aon, a global organization focused on helping clients make better decisions to protect and enrich lives. The role involves developing account management and relationship-building skills, acquiring new clients, and growing an existing client portfolio. The position requires providing insurance advice, identifying client risks, developing coverage solutions, analyzing risks, preparing proposals, consulting with underwriters, approving documentation, establishing underwriter relationships, developing coverage strategies, acquiring new business, responding to client inquiries, and providing guidance on claims. As a Team Leader, the role includes supporting the unit director, responding to team member questions, maintaining insurer relationships, organizing team meetings, addressing client complaints, and assisting team members with client relations.

Requirements

Five (5) years or more of relevant experience in commercial property and casualty insurance
AMF license in commercial insurance or desire to obtain one
French / English bilingualism is required
Strong interpersonal and collaboration skills
Demonstrated exceptional customer service
Proficiency in MS Office software
DEC in a similar field or equivalent years of experience in a comparable industry

Nice To Haves

Knowledge of Epic system management is an asset

Responsibilities

Provide insurance advice and guidance to Affinity and commercial clients
Identify specific client risks and develop and present innovative coverage solutions to support the growth objectives of existing/new business
Analyze specific client risks and detail coverage requirements. Prepare and present marketing proposals for renewals and new business
Consult with underwriters to establish the best premium and coverage conditions (as applicable)
Approve documentation for new contracts, policy changes, additions, deletions, and renewals
Establish contacts and cultivate relationships within the underwriting community to secure the best rates and coverage for Aon clients
Develop coverage strategies and marketing initiatives for renewals and potential business
Acquire new business through existing clients, client referrals, targeted campaigns, and the Aon client network, placing them in the appropriate insurance market
Respond to client inquiries via phone or email
Provide guidance when a claim is reported or requested
Other related tasks as needed
Support the unit director in their duties
Respond to questions and requests from team members
Maintain relationships with insurers to understand their service offerings, new products, etc.
Organize monthly or bi-monthly team meetings
Address client complaints if necessary
Assist team members in client relations, as needed