Vice president, account executive – professional services practice

Aon; Montreal; On-site; CAD 100,000 - 140,000; Full time

Job summary

A leading risk advisory firm in Montreal seeks a Vice President, Account Executive to manage client relationships and oversee insurance services. The role includes responsibilities like team management, client communication, and collaboration with various stakeholders. The ideal candidate should hold a relevant degree, possess a Damage Insurance Broker license, and be bilingual in French and English. Competitive benefits and opportunities for professional growth are offered in this dynamic environment.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Flexible working style solutions

Qualifications

• Experience in using data and models to deliver solutions.
• Motivated and self-directed with minimal supervision.
• Ability to organize, prioritize, and control workflow deadlines.

Responsibilities

• Manage and oversee team members in providing insurance services.
• Build relationships with insurance markets and participate in broking.
• Prepare reports and documentation for clients.
• Drive business development and explore new risks.

Skills

Strong written and verbal communication skills

Strong math and analytical skills

Strong interpersonal skills

Proficiency with MS Office

Ability to work under pressure

French/English bilingualism

Attention to detail

Education

Bachelor's degree in business, finance, or related field

AMF Damage Insurance Broker license

Job description

Vice President, Account Executive – Professional Services Practice

Aon’s Professional Services practice in Montreal provides risk advisory and insurance services to prestigious professional service firm clients. We offer challenging and rewarding work along with career progression opportunities – all in a supportive and team environment.

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

We are seeking an enthusiastic, motivated, conscientious and career-minded individual to join our client service team in Montreal. The Vice President (VP) role provides direct client responsibilities plus a need to support and collaborate with other Senior Managers on Professional Indemnity Insurance programs in addition to other insurance placements such as Cyber insurance, D&O/Management Liability and Property and Casualty programs. The VP ensures all clients’ needs are promptly and accurately satisfied; ensure all deadlines are met on a timely basis; ensure quality standards are maintained and handle projects and responsibilities independently.

How this opportunity is different

This is a truly unique position residing in Aon’s Professional Services Practice, which is the leader in our segment in delivering high-quality work product in a supportive team environment where client demands are high and constantly changing.

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.

Major Responsibilities Include:

• Manage and oversee team members who assist in providing insurance broking and related advisory services for the insurance needs of professional service firm clients. Among others, this includes delegating tasks to team members and working with them to provide the following services:
• Drive and lead client service teams in the delivery of services and advice to clients’ senior management, risk managers and offices of general counsel.
• Build relationships with insurance/reinsurance markets and participate in the broking of requisite insurance placements.
• Provide advice, support, and prepare key deliverables to clients.
• Advise and present to senior client contacts regarding their insurance programs, Aon deliverables, and in response to requests and inquiries.
• Prepare underwriting submissions and claims exhibits for commercial (re)insurers.
• Draft and prepare policy documentation and endorsements and prepare wording comparisons across different risks, when necessary.
• Prepare premium invoices and compute applicable taxes and track the receipt and flow of funds.
• Monitor the financial strength ratings of commercial (re) insurers.
• Assist in the accurate organization and administration of clients’ claims data and its extraction for reporting purposes
• Collaborate with the group’s data and analytics leader in using data to assist clients in understanding and managing their professional liability risk. Prepare and analyze statistical exhibits and presentations in relation to historical claims experience.
• Collaborate with team members and Aon’s actuaries to analyze the risk of the setting of (re)insurance premiums.
• Prepare reports, summaries, papers, and meeting materials for delivery directly to clients.
• Plan and coordinate client meetings and events as required.
• Drive business development within the practice and the exploration of new and evolving risks and potential risk transfer and risk financing solutions.
• Respond to queries from clients and commercial (re)insurers.
• Manage and assist in the preparation and issuance of verifications of insurance.
• Collaborate with colleagues in other Aon offices (Toronto, London, New York and elsewhere) in the coordinated delivery of service to clients.
• Attend team meetings, maintain team/personal outstanding lists, and maintain files that clearly and accurately record the activities and communications of the team.
• Attend training sessions, presentations and meetings that will assist with present and anticipated future responsibilities.

Skills and experience that will lead to success

• Strong written and verbal communication skills.
• Strong math and analytical skills.
• Experience in using data and models to deliver solutions.
• Strong interpersonal skills. Experience as an effective team player. Motivated and self-directed. Able to work with minimal supervision.
• Strong attention to detail
• Ability to work under pressure.
• French/English bilingualism required due to frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• Ability to organize, prioritize and control workflow deadlines, manage multiple tasks and responsibilities and be flexible.
• Support the development of colleagues - trains and mentors others effectively.
• Proficiency with MS Office (Word and Excel in particular).
• Willingness to travel within Canada, the U.S. and internationally.

Education:

• Bachelor’s degree in business, economics, finance, accounting, communications or similar relevant discipline or equivalent years of industry experience.
• AMF Damage Insurance Broker license. Achievement of, or study towards, other insurance designations (e.g., CRM, CIP).

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.

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