Commercial Products Group (CPG) Account Executive

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

Job summary

A leading company in insurance services seeks a CPG Account Executive to manage and service client accounts across various Canadian regions. This hybrid role involves analyzing risk exposure, providing client support, and collaborating with the CPG team to ensure top-notch service delivery. The position requires at least 3 years of experience in commercial insurance, a provincial brokers license, and strong communication skills.

Benefits

Comprehensive benefits package

Two Global Wellbeing Days each year

Qualifications

• Minimum 3 years commercial insurance experience.
• Ability to work collaboratively as a key team member.
• Knowledge of Aon portfolio of client services and products.

Responsibilities

• Manage an active book of commercial insurance business.
• Respond to new business inquiries and servicing existing programs.
• Act as a liaison between clients, insurers, and Aon branches.

Skills

Customer service orientation

Excellent interpersonal skills

Communication skills

Presentation skills

Strong organization skills

Education

Provincial Brokers license

CIP or similar designation

Job description

Job Title : CPG Account Executive(Vancouver/Victoria/Calgary/Edmonton/ Saskatchewan)

Do you enjoy making a difference in the relationships you build and maintain with your clients?

This is a hybrid role with the flexibility to work both virtually and from our local 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 we are passionate about helping our colleagues and clients succeed.

What the day will look like

Primary Duties

Distinctive Client Value

• As a key member of the CPG (Consumer Products Group) Team, provides all levels of client contact on assigned accounts, managing an active book of commercial insurance business.
• Servicing existing programs and responding to new business inquiries
• Analyzing and defining the risk exposure and coverage for assigned accounts and new business
• Providing continuing service to existing clients, renewal of policy documents , submissions, cover notes and advice on policy changes
• Acting as a liaison between client, insurers and Aon branches (if necessary), handling questions and general inquiries and preparing own correspondence

Operational Excellence

• Managing all information needed to take an application, prepare quotations, calculate premiums, bind coverage and prepare documentation for billing
• Assisting with correspondence, client insurance summaries, promotional material, reports and presentations
• Liaising with brokers as necessary to contact underwriters and negotiating the best terms and conditions , premiums and coverage
• Maintaining department filing system, receive and sort incoming mail/faxes and distributes in a timely and efficient manner
• Processing related information/documentation

Performing other duties as assigned,

How this opportunity is different

In Aon’s Consumer Products Group (CPG), we bring best in class service to clients in our Affinity/Programs, High Net Worth Personal Lines, and SME Commercial divisions. As an Account Executive within the Commercial division of our CPG team, you will manage a diverse book of business catering to a number of different industry and risk types for your commercial clients. You will have connection to Aon’s Centres of Excellence, who provide broking guidance on specific industry and/or policy types, where you will benefit from being able to draw on these resources staffed with consummate experts in their respective disciplines. You will also get to benefit from various, tailored solutions for clients that are exclusive to our firm, along with portals that have been developed to bring efficiency and streamline the quoting/binding process.

Skills and experience that will lead to success

• Provincial Brokers license required
• CIP or similar designation (or working towards)
• Minimum 3 years commercial insurance experience
• Customer service orientation
• Professional, business acumen
• Excellent interpersonal, communication and presentation skills
• Some knowledge of Aon portfolio of available client services and products
• Ability to work collaboratively as a key member of a team
• Strong organization skills and the ability to prioritize under pressure of competing deadlines.

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 employ ment 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-RC2

#LI-Hybrid

2562625

Job Title : CPG Account Executive(Vancouver/Victoria/Calgary/Edmonton/ Saskatchewan)

Do you enjoy making a difference in the relationships you build and maintain with your clients?

This is a hybrid role with the flexibility to work both virtually and from our local 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 we are passionate about helping our colleagues and clients succeed.

What the day will look like

Primary Duties

Distinctive Client Value

• As a key member of the CPG (Consumer Products Group) Team, provides all levels of client contact on assigned accounts, managing an active book of commercial insurance business.
• Servicing existing programs and responding to new business inquiries
• Analyzing and defining the risk exposure and coverage for assigned accounts and new business
• Providing continuing service to existing clients, renewal of policy documents , submissions, cover notes and advice on policy changes
• Acting as a liaison between client, insurers and Aon branches (if necessary), handling questions and general inquiries and preparing own correspondence

Operational Excellence

• Managing all information needed to take an application, prepare quotations, calculate premiums, bind coverage and prepare documentation for billing
• Assisting with correspondence, client insurance summaries, promotional material, reports and presentations
• Liaising with brokers as necessary to contact underwriters and negotiating the best terms and conditions , premiums and coverage
• Maintaining department filing system, receive and sort incoming mail/faxes and distributes in a timely and efficient manner
• Processing related information/documentation

Performing other duties as assigned,

How this opportunity is different

In Aon’s Consumer Products Group (CPG), we bring best in class service to clients in our Affinity/Programs, High Net Worth Personal Lines, and SME Commercial divisions. As an Account Executive within the Commercial division of our CPG team, you will manage a diverse book of business catering to a number of different industry and risk types for your commercial clients. You will have connection to Aon’s Centres of Excellence, who provide broking guidance on specific industry and/or policy types, where you will benefit from being able to draw on these resources staffed with consummate experts in their respective disciplines. You will also get to benefit from various, tailored solutions for clients that are exclusive to our firm, along with portals that have been developed to bring efficiency and streamline the quoting/binding process.

Skills and experience that will lead to success

• Provincial Brokers license required
• CIP or similar designation (or working towards)
• Minimum 3 years commercial insurance experience
• Customer service orientation
• Professional, business acumen
• Excellent interpersonal, communication and presentation skills
• Some knowledge of Aon portfolio of available client services and products
• Ability to work collaboratively as a key member of a team
• Strong organization skills and the ability to prioritize under pressure of competing deadlines.

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 employ ment 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-RC2

#LI-Hybrid