Commercial Insurance Account Executive

Aon; Montreal; On-site; CAD 75,000 - 95,000; Full time

Job summary

A global professional services firm in Montreal is seeking an experienced account manager. This role involves achieving sales objectives, managing client relationships, and supporting a diverse team. Candidates must have over 5 years in insurance, bilingual proficiency, and strong interpersonal skills. This firm offers comprehensive benefits, a commitment to well-being, and an inclusive workplace culture.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Inclusive workforce environment

Qualifications

• 5+ years of experience in commercial property and casualty insurance required.
• AMF license in commercial insurance is mandatory.
• Exceptional interpersonal skills and ability to work in a team.

Responsibilities

• Achieve established sales and service objectives.
• Serve and grow the business portfolio.
• Analyze client needs to inform about products and services.

Skills

Commercial property and casualty insurance experience

Bilingual (French/English)

Interpersonal and teamwork skills

Exceptional customer service

Proficiency in MS Office

Education

DEC in a relevant field or equivalent experience

Tools

Epic system management knowledge

Job description

Overview

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

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

• 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

How this opportunity is different

Our new colleague will be working alongside an experienced team of colleagues with a diverse set of 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;
• 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.

#LI-AM3