Senior Account Executive, Financial Institutions

Aon Corporation; Calgary, Vancouver; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A financial services company is seeking a Senior Account Executive to manage a portfolio of Financial Institutions clients in Calgary or Vancouver. This hybrid role involves mentoring team members, developing client relationships, and delivering innovative solutions. Candidates should have 5-7 years of commercial insurance experience and strong interpersonal skills. The company offers a comprehensive benefits package, ensuring a supportive and inclusive environment. This role also presents opportunities for professional growth and ongoing learning.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Flexible working solutions

Qualifications

• Five to seven years of commercial insurance experience required.
• Fundamental insurance background and knowledge is a must.
• Excellent interpersonal and communication skills are necessary.

Responsibilities

• Deliver continuous excellence in servicing and growing an existing book.
• Identify specific client and prospect needs.
• Lead and mentor junior members of the team.

Skills

Commercial insurance experience

Interpersonal and communication skills

Client engagement

Mentorship

Organizational skills

Education

Post Secondary Degree or equivalent

ICBC - Level 2 or AIC Level 1 License

Job description

Senior Account Executive, Financial Institutions

Are you client focused? An innovative thinker and problem solver? Do you have financial institutions experience? We are looking some someone to join our FI team with a focus on growth.

This is a hybrid role with the flexibility to work from our Calgary or Vancouver office.

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

• Delivering continuous excellence in servicing and growing an existing book;
• Identifying specific client and prospect needs and developing innovative and cost effective solutions;
• Reviewing, revising and building insurance programs with the clients’ risk profile and insurance objectives in mind;
• Coordinating / providing oversight to the account team and establish client service plans that prioritize the account activities and profitability in a value-based approach for the scope of services required;
• Coordinating / leading strategy for the account renewal/portfolio renewal and the ongoing requirements during the year, working with the broking team in the marketing process and the negotiations with underwriters;
• Leading and overseeing the 120 day Renewal Process including preparing the renewal report, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner;
• Assisting in the review of claims and managing the client issues around claims handling;
• Developing and managing the key relationships to become the client’s risk management advisor;
• Cross‑selling and expanding existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities;
• Focus on new business production;
• Assist in the development of annual sales and marketing strategy designed to cultivate revenue generation opportunities;
• Developing new contacts and build relationships with prospects that align with the Region’s/Branch’s acknowledged targeted industry or segment groups;
• Providing the leadership necessary for development and delivery of insurance and industry related presentations/seminars prospects and clients as required;
• Acting as the visible face of Aon to the clients/prospects in the community, working to consistently prospect and facilitating lead generation activities; and
• Ability to lead and mentor junior members of the team; and
• Performing other related duties as assigned.

How this opportunity is different

This role will be part of the FI Canada team managing our Financial Institutions portfolio of clients and will give you an opportunity to work with our clients’ senior leaders in the development and management of their Corporate Insurance Programs. Aside from standard client management and risk assessment, there will be opportunity to take on presentations and education opportunities for our clients and colleagues (including content creation). This role will report into the Western Canada FI Leader will support collaborative program and portfolio growth in addition to other FI opportunities.

Skills and experience that will lead to success

• Five (5) to seven (7) years of commercial insurance experience required;
• Fundamental insurance background and knowledge a must;
• Experience with Financial Institution insurance products is desired but not a requirement;
• Excellent interpersonal, communication and presentation skills, both verbally and written;
• Previous experience managing clients with a focus on client engagement, education and relationship building skills;
• Ability to work collaboratively as a key member of a team and independently with minimum supervision;
• Ability to mentor more junior team members;
• Demonstrated success in a current or previous production focused role;
• Strong understanding of financial lines; property and casualty experience is an asset;
• Meticulous attention to detail, refined organizational skills, ability to multi‑task and prioritize completing requirements and deadlines under pressure.

Education

• Post Secondary Degree or equivalent;
• ICBC - Level 2 or AIC Level 1 (and above) License required;
• Commitment to ongoing learning and professional development

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.