Client Executive Not-For-Profit

Aon; City of Melbourne; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Global Wellbeing Days

Smart Working

Flexible working options

Job summary

Aon is seeking a Client Executive for Not-For-Profit in Melbourne or Parramatta to manage client accounts, service insurance needs, and drive sales across multiple lines. You will handle inquiries by phone or email, resolve issues, and pursue KPI targets while strengthening client relationships.

You will receive comprehensive onboarding, coaching, and access to programs to grow your product and business knowledge. This role offers strong training and a path to excellence within a fast-paced team.

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.
• Excellent verbal and written communication.

Responsibilities

• Handle account management, servicing, sales and administration.
• Be the first point of resolution for customer queries on insurance needs.
• Investigate and resolve queries by phone or email.
• Work toward KPIs and team revenue, acquisition and retention targets.
• Identify new business and up-sell opportunities with clients.
• Multi-task while navigating various technologies and platforms.
• Collaborate with stakeholders across the business to exceed client expectations.
• Work within policy, call handling guidelines, compliance, laws and regulations.

Skills

Account management

Client servicing

Sales basics

Communication skills

Tools

CRM systems

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.