CPG Account Executive

Aon plc; Burlington; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Incentive pay

Comprehensive benefits package

Job summary

Aon plc in Burlington, ON is seeking a CPG Account Executive to manage a portfolio of commercial insurance accounts and partner with clients, insurers, and internal teams. This role emphasizes delivering exceptional client service and expanding coverage as needed.

You will analyze risk, prepare submissions, and coordinate renewals while leveraging AI-enabled tools to enhance efficiency and insights. The position requires strong relationship skills and a customer-centric approach.

Qualifications

• RIBO licence required.
• 3+ years of commercial insurance experience managing a portfolio of clients.
• CAIB and/or CIP designation (asset).
• Strong customer service and relationship management skills.
• Proficiency with AI-enabled technologies, including Microsoft Copilot.

Responsibilities

• Serve as a trusted partner to clients, insurers and internal customers for assigned accounts.
• Lead all aspects of a collection of commercial insurance accounts.
• Analyze risk exposure and coverage; prepare renewals, submissions, proposals and advice.
• Cross-sell insurance products to achieve sales targets and client satisfaction.
• Collaborate with underwriters and internal teams to secure favorable terms.

Skills

RIBO licence

Customer service

Relationship management

Communication skills

AI tools

Education

CAIB/CIP designation (asset)

Tools

Xpress & Epic systems

Microsoft Copilot

Job description

CPG Account Executive

Role Type: Existing vacancy

Ready to grow your commercial insurance career while delivering outstanding client service? Aon is looking for a CPG Account Executive to join our team in Burlington, ON. If you thrive in a client-focused environment and enjoy building lasting relationships, we'd love to hear from 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.

The salary range for this position is CAD $64,515 – CAD $85,000. The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. The salary may also be adjusted based on applicant’s geographic location.

Aon also offers you a generous incentive earning opportunity and a comprehensive benefits package.

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

As a key member of the CPG team, you will act as a trusted partner to clients, insurers, and internal customers while leading all aspects of a collection of commercial insurance accounts.

Distinctive Client Value

• Serving as an integral part of the CPG Team, provides all levels of client contact on assigned accounts
• 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, proposals and advice on policy changes
• Acting as a liaison between client, insurers and Aon branches, handling questions and general inquiries and preparing all related correspondence
• Proactively sell and cross‑sell insurance products to achieve individual and team sales

Operational Excellence

• Managing all information needed to take an application, prepare quotations, calculate premiums, bind coverage, and oversee billing processes
• Assisting with correspondence, client insurance summaries, promotional material, reports and presentations
• Contact underwriters and negotiating the best terms and conditions, premiums and coverage
• Processing related information/documentation in Xpress & Epic systems

Performing other duties as assigned.

How this opportunity is different

At Aon, you will be part of a global organization that combines industry expertise, innovative thinking, and deep market knowledge to help clients address complex challenges. You'll have the opportunity to collaborate with experienced professionals, build meaningful client relationships, and advance your career within a leading professional services firm.

Skills and experience that will lead to success

• RIBO licence required
• CAIB and/or CIP designation (or actively working toward completion) is considered an asset
• 3+ years of commercial insurance experience managing a portfolio of commercial clients
• Strong customer service and relationship management skills
• Professional presence with sound business insight
• Excellent verbal, written, and presentation skills
• Knowledge of commercial insurance products and services
• Strong collaboration and teamwork abilities
• Proven organizational skills with the ability to manage multiple priorities and deadlines
• Proficiency with AI-enabled technologies, including Microsoft Copilot, and the ability to bring to bear digital tools effectively in the workplace