Client Manager, Personal Insurance

Aon
Hamilton
Workplace: HybridFull time50,000 - 70,000Function: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Customer service","Adaptability","Critical thinking","Customer retention","Collaboration"]

Serve clients on the Personal Lines digital team through live chat, email, and phone while managing client files and retention targets. Issue policies and updates on insurer portals, review renewals/endorsements/midterm changes, and help improve the client experience through remarketing. Drive premium growth via upselling appropriate coverages and referrals, stay current on insurer products and market intelligence, and provide front-line counseling tailored to client needs and exposures.

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FursaFursa
Aon
Aon
4 days ago

Client Manager, Personal Insurance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Serve clients on the Personal Lines digital team through live chat, email, and phone while managing client files and retention targets. Issue policies and updates on insurer portals, review renewals/endorsements/midterm changes, and help improve the client experience through remarketing. Drive premium growth via upselling appropriate coverages and referrals, stay current on insurer products and market intelligence, and provide front-line counseling tailored to client needs and exposures.
Location: Hamilton
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide day-to-day customer service to clients while managing client file activities to maintain retention targets.
  • •Issue policies and changes on insurer online portals and maintain professional relationships with key underwriters.
  • •Review and process renewals, endorsements, and midterm changes; rewrite/remarket when needed to enhance the client experience.
  • •Contribute to premium growth by upselling appropriate coverages and referring business to other lines as applicable.
  • •Correspond with clients via live chat, email, and phone using the telephony system.

Pay and Benefits

Salary: 50,000 - 70,000
Perks:Annual BonusLearning Budget

Key Requirements

  • •RIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license is an asset.
  • •Typically 3+ years of industry and/or personal lines experience, preferably with broad market portal experience (e.g., Aviva, Economical, Intact).
  • •Previous contact centre and/or digital role experience (chat, email) is an asset.
  • •Strong written communication and typing skills, with the ability to explain complex concepts in both French and English.
  • •Excellent technical aptitude, including fluency with broker management systems (EPIC, ARS) and RingCentral (asset).
Experience:3+ years
Skills:Customer serviceAdaptabilityCritical thinkingCustomer retentionCollaboration
Licenses:RIBOAB Gen 1
Certifications:CAIBCIPCRM
Languages:FrenchEnglish
Tech Stack:EPICARSRingCentralLive chatEmailTelephony systemInsurer online portalsAvivaEconomicalIntact

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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