Assistant Vice President, Account Executive - Private Client (Fixed term: 18 month- Contract)

Aon Corporation; Calgary; On-site; CAD 90,000 - 130,000; Full time

Job summary

Aon plc is seeking an Assistant Vice President, Account Executive - Private Client to lead client relationships and tailor risk management solutions for high-net-worth individuals.

This fixed-term contract (18 months) provides a unique opportunity to influence outcomes by delivering proactive service, developing marketing proposals, and collaborating with underwriters to secure favorable terms and coverage.

Qualifications

• Minimum 1–2 years in personal risk management and insurance, with a focus on private clients.
• Degree or equivalent in business, insurance, or risk management preferred.
• Strong organizational skills and attention to detail to ensure accurate policies and documentation.

Responsibilities

• Analyze client risk exposure and detail coverage requirements for High-Net-Worth clients.
• Deliver continuous excellence in servicing an existing portfolio of clients.
• Maintain strong relationships within the underwriting community to secure favorable terms and coverage.
• Understand and match available Aon resources to client requirements.
• Prepare and present marketing proposals for prospective new business.
• Provide knowledgeable insurance advice on rates, coverage, and opportunities.
• Stay up-to-date with insurer market appetite and follow workflows to ensure accuracy and minimize E&O exposure.
• Advise and process client requests in insurer portals and our BMS with correct underwriting criteria.

Skills

High-net-worth clients

Relationship mgmt

Insurance knowledge

Communication skills

Alberta license

Education

University/College degree in business/insurance

Tools

Epic

Microsoft Word/Excel/Outlook

Job description

Assistant Vice President, Account Executive - Private Client (Fixed term: 18 month- Contract)

Do you enjoy working with private clients and high net worth markets? Are you seeking a role where you can make a meaningful impact through the relationships you build and maintain with clients? If so, we have an exciting opportunity for you — and we’d love to meet you!

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 team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Analyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients.
• Deliver continuous excellence in servicing an existing portfolio of clients
• Maintain strong 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.
• Prepare and present marketing proposals for prospective new business
• Provide knowledgeable insurance advice to clients on current rates, coverage, and opportunities
• Stay up to date with insurer market appetite and follow all insurer and Aon workflows to ensure accuracy and minimize E&O exposure
• Advise and process client requests in insurer portals and our BMS ensuring all underwriting criteria is correct and the client informed to ensure mutually agreeable outcome

How this opportunity is different

Aon is a global leader in risk management, insurance, and reinsurance brokerage, as well as human capital and management consulting. We offer tailored services, drawing on our industry expertise to align with our clients' strategic goals. At Aon, we help clients navigate change and seize opportunities.

Recognizing that each client has unique needs, we have developed expertise across a wide range of business processes, products, and industries.

This position plays a crucial role in forming a comprehensive understanding of our high-net-worth clients' exposures, aligning our specialized expertise with their protection strategies. This is an exciting opportunity for someone with experience in managing accounts for a high-net-worth clientele.

Skills and experience that will lead to success

• 1-2 years of experience in personal risk management and insurance ideally with a focus on the high-net-worth private clients
• University or College degree in business, insurance, risk management preferred, or equivalent years of work experience in a relevant industry.
• Highly organized and efficient, with strong attention to detail to ensure accurate policies, documentation, and follow-up that support the sales process
• Excellent interpersonal and communication skills, both verbal and written, enabling clear value-based conversations and confident recommendations
• Demonstrated ability to build, deepen, and retain profitable relationships with clients, colleagues, and insurer partners
• Alberta General Insurance Licence is mandatory
• Licences from other provinces are considered an asset.
• Previous experience with Epic is a strong asset.
• Proficient in Microsoft Word, Excel, and Outlook.

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.