Account Executive - Private Clients

Aon; Montreal; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a driven Account Executive to work with high-net-worth clients. This hybrid role offers the chance to build lasting relationships and provide tailored risk management solutions. You will analyze client needs, prepare marketing proposals, and collaborate with a diverse team to achieve sales targets. With a focus on continuous improvement and a supportive environment, this position promises growth and the opportunity to make a real impact in the lives of clients. If you are passionate about client service and have a knack for sales, this is the perfect opportunity for you.

Benefits

Comprehensive Benefits Package

Global Wellbeing Days

Flexible Working Environment

Continuous Learning Opportunities

Qualifications

• 3+ years experience in private risk management or personal lines insurance.
• RIBO license required; CIP, FCIP, and CAIB preferred.

Responsibilities

• Analyze client risk exposure and deliver excellent service to existing clients.
• Prepare marketing proposals for prospective new business.

Skills

Private Risk Management

Personal Lines Insurance

Client Relationship Management

Sales Skills

Analytical Skills

Education

University or College Degree

Relevant Experience

Tools

MS Word

MS Excel

Microsoft Outlook

Epic

Job description

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Account Executive - Private Client

Do you enjoy working with private clients and high net worth markets? Do you enjoy making a difference in the relationships you build and maintain with your clients? Then this is the role for you!

This is a hybrid role with the flexibility to work both hybrid and from our Montreal or Quebec City offices.

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

Existing Clientele

• Analyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients.
• Deliver continuous excellence in servicing an existing portfolio of clients
• Establish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clients
• Gain and maintain a thorough understanding and knowledge of available Aon resources and solutions, and match those to client requirements.
  
  

New Business

• Prepare 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 clients
• Act as the visible face of Aon to clients and prospective clients in the community.
• Build and maintain external centres of influence for lead generation and continuous pipeline
  
  

Key Performance Indicators

• Meet established sales and retention targets
• Develop, implement, and manage national private client sales & service training program
• Support 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

Aon is a global leader in risk management, insurance and reinsurance brokerage, human capital and management consulting. We integrate customized services, tap into expertise across industries and apply business knowledge to our clients' strategic goals. Aon helps clients anticipate how change intersects with opportunity. 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.

Skills And Experience That Will Lead To Success

• University or College degree preferred; or relevant experience
• 3+ years experience, preferably as a broker in private risk management and/or personal lines insurance
• RIBO license required
• CIP, FCIP and CAIB are preferable, or working towards.
• Proficient in MS Word, Excel, Microsoft Outlook
• experience with "Epic", an asset
  
  

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

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.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

2554309

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

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