Commercial Account Executive and Team Leader

Aon; Montreal; Hybrid; CAD 150,000 - 200,000; Full time

Job summary

A leading company is looking for a Commercial Account Executive and Team Leader in Montreal. This hybrid role involves account management and relationship building, along with team leadership responsibilities. Candidates need at least five years in commercial property and casualty insurance and must be bilingual in French and English.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Continuous learning culture

Qualifications

• Five (5) + years of relevant experience in commercial property and casualty insurance.
• French / English bilingualism required due to frequent interactions.
• Proficiency in MS Office software.

Responsibilities

• Achieve established sales and service objectives.
• Serve, retain, and grow the business portfolio.
• Analyze client needs and maintain relationships.

Skills

Interpersonal skills

Teamwork

Customer service

Education

DEC in a relevant field

AMF license in commercial insurance or desire to obtain one

Tools

MS Office

Epic system management

Job description

Commercial Account Executive and Team Leader

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Commercial Account Executive and Team Leader

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Looking for an opportunity to develop your account management and relationship building skills in a Team Leader role? Get a thrill from landing new business and growing your client base? This could be your next opportunity!

This is a hybrid role with the flexibility to work both virtually and from our Montreal, Quebec City or Ottawa office.

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 are passionate about helping our colleagues and clients succeed.

What the day will look like

Main Functions As An Account Manager

• Achieve established sales and service objectives;
• Serve, retain, and grow the business portfolio;
• Analyze client needs by informing them about various products and services;
• Maintain good relationships and excellent communication with different departments within the company to effectively respond to client needs (e.g., claims, accounting, etc.);
• Increase growth opportunities by recommending different products/services when appropriate;
• Update client records in the management system;
• Resolve client issues/concerns within the assigned authority;
• Diligently review accounts receivable;
• Be available to support team members as needed;
• May be required to process certain documents, such as letters and cover notes
  
  

Main Functions As a Team Leader

• Support the unit director in their functions;
• 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 as needed;
• Assist team members in client relations, as needed
  
  

How this opportunity is different

Our new colleague will be working alongside experienced team of colleagues with divers backgrounds, ranging from account management, broking, claims advocacy, risk engineering and specialty brokers to bring the best of Aon to our clients.

In particular, joining a global organization also comes with opportunities for advancements, cross-training, involvement on local, national and global projects and ability to participate and drive innovative projects and solutions across all solution and product lines.

Skills And Experience That Will Lead To Success

• Five (5) + years of relevant experience in commercial property and casualty insurance ;
• AMF license in commercial insurance or desire to obtain one;
• French / English bilingualism required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• Strong interpersonal and teamwork skills;
• Demonstrated exceptional customer service;
• Proficiency in MS Office software.
• DEC in a relevant field or equivalent years of work experience in a relevant industry.
• Knowledge of Epic system management is 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.

2562004

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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