Client Executive

Aon plc; City of Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Global Wellbeing Days

Flexible working

Smart Working

Training & development

Disability accommodations

Job summary

Aon is hiring a Client Executive, Not-For-Profit in Melbourne or Parramatta. You will manage accounts, service client insurance needs, resolve queries by phone or email, and work toward KPI and revenue targets while identifying new business opportunities.

The role requires a customer-focused approach, strong communication, and the ability to thrive in a fast-paced insurance environment. Full training and ongoing support are provided.

Qualifications

• 1 year experience across the insurance industry.
• Sound understanding of General Insurance across multiple lines.
• Passion for helping clients who are serving the community daily.
• Interested in dealing with clients and customers and offering outstanding service.
• Managing your workflow and proven success with prioritising work.
• A team player who enjoys contributing ideas in a great team environment.
• An all-rounder who thrives in a highly professional and fast paced position.
• Motivated to grow, learn, and become an integral part of this team.
• Tier 1 Compliance qualified, is highly desired but not essential.
• Excellent verbal and written communication.

Responsibilities

• Handling a range of account management, servicing, sales and administration responsibilities.
• The first point of resolution for customer queries regarding their insurance needs.
• Investigating and resolving queries over the phone and/or via email correspondence.
• Working towards achieving both your KPI’s and your team’s revenue, acquisition, and retention targets.
• Identifying new business and up-selling opportunities as you interact with our clients.
• Multi-tasking whilst navigating a range of technologies and platforms.
• Partner with stakeholders and colleagues across the business to exceed client expectations.
• Work within company policy, adhered to our call handling guidelines, compliance, laws and regulations.

Skills

Insurance industry experience

General Insurance knowledge

Client service oriented

Sales and up-selling

Workflow management

Team player

Fast-paced environment

Growth mindset

Tier 1 Compliance (desirable)

Verbal and written communication

Job description

Client Executive, Not-For-Profit (Paramatta or Melbourne)

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

• Handling a range of account management, servicing, sales and administration responsibilities
• The first point of resolution for customer queries regarding their insurance needs.
• Investigating and resolving queries over the phone and/or via email correspondence.
• Working towards achieving both your KPI’s and your team’s revenue, acquisition, and retention targets.
• Identifying new business and up-selling opportunities as you interact with our clients.
• Multi-tasking whilst navigating a range of technologies and platforms
• Partner with stakeholders and colleagues across the business to exceed client expectations.
• Work within company policy, adhered to our call handling guidelines, compliance, laws and regulations.

How this opportunity is different

You will be onboarded and coached by a team of experienced professionals. You will be on a pathway to achieving excellence in sales and will access a range of programs to enhance your product and business knowledge. You will have multiple opportunities to develop your Aon IQ and broaden your knowledge of the business.

We are looking for an individual with a can-do attitude who enjoys collaborating closely with clients and has the drive to learn and grow in our company. You will be part of a fast paced and varied Insurance Broking team who love to service our Non-For-Profit clients and build relationships.

The right candidate will be provided with full training and enrolled into Tier 1 if required with ongoing support and guidance throughout their career at Aon.

Skills and experience that will lead to success

• 1 year experience across the insurance industry
• Sound understanding of General Insurance across multiple lines
• Passion for helping clients who are serving the community daily
• Interested in dealing with clients and customers and offering outstanding service
• Managing your workflow and proven success with prioritising work
• A team player who enjoys contributing ideas in a great team environment
• An all-rounder who thrives in a highly professional and fast paced position
• Motivated to grow, learn, and become an integral part of this team
• Tier 1 Compliance qualified, is highly desired but not essential
• Excellent verbal and written communication

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 [e-mail]

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.