Commercial Insurance Account Executive and Team Leader

Aon Corporation; Montreal (administrative region); On-site; CAD 60,000 - 80,000; Full time

Job summary

A global insurance organization is seeking a skilled Team Leader to enhance account management and client relationships. This position involves achieving sales objectives, supporting team initiatives, and interacting with clients in both French and English. Ideal candidates will have over five years of experience in commercial insurance, strong interpersonal skills, and a desire for continuous learning. Embrace the chance for growth in a diverse, supportive environment focused on wellbeing and success.

Benefits

Comprehensive benefits package

Two Global Wellbeing Days annually

Inclusive workplace culture

Qualifications

• 5+ years of relevant experience in commercial property and casualty insurance.
• Bilingual in French and English for client interaction.
• Strong interpersonal and teamwork skills.

Responsibilities

• Achieve sales and service objectives.
• Serve, retain, and grow the business portfolio.
• Support team members and respond to inquiries.

Skills

Bilingual in French and English

Interpersonal skills

Customer service experience

Proficiency in MS Office

Education

DEC in a relevant field

AMF license (or desire to obtain)

Tools

Epic system management

Job description

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!

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 diverse 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.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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.