Client Executive, Personal Insurance

Aon
Edmonton, Calgary
Workplace: HybridFull timeFunction: Insurance & ActuarialSkills: ["Sales drive","Professionalism","Analytical skills","Organizational skills","Communication"]

Provide expert personal lines insurance advice and customized recommendations to new and existing clients in Alberta. Meet and exceed individual sales targets, prepare applications and insurance certificates for processing, and use Applied Rating Services or company portals to quote prospects. Build strong relationships with underwriters, resolve client concerns professionally, represent the brokerage at industry functions, and stay current on underwriting rules through training and continuous learning.

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FursaFursa
Aon
Aon
3 days ago

Client Executive, Personal Insurance

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

Job Summary

Provide expert personal lines insurance advice and customized recommendations to new and existing clients in Alberta. Meet and exceed individual sales targets, prepare applications and insurance certificates for processing, and use Applied Rating Services or company portals to quote prospects. Build strong relationships with underwriters, resolve client concerns professionally, represent the brokerage at industry functions, and stay current on underwriting rules through training and continuous learning.
Location: Edmonton, Calgary
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Provide expert advice, recommendations, and counselling on personal insurance coverage tailored to clients’ needs and exposures.
  • •Meet and/or exceed individual sales targets and department goals.
  • •Prepare documentation for prospects, including complete applications and issuing insurance certificates for processing.
  • •Quote new prospects using Applied Rating Services or company portals.
  • •Maintain relationships with key underwriters and resolve client concerns or complaints professionally, while keeping current on industry changes and workflow processes.

Pay and Benefits

Perks:Annual BonusRrsp MatchHealth InsuranceLearning Budget

Key Requirements

  • •AB Gen 1 License in good standing required.
  • •Typically 2 years of Personal Lines experience in a “one & done” environment.
  • •Extensive experience with Major Domestic Personal Lines Markets (Intact, Aviva, SGI, etc.).
  • •Passion for sales with a strong understanding of the personal insurance business in a sales-focused environment.
  • •Self-managing with strong analytical, organizational, and time-management skills; strong attention to detail; excellent interpersonal, verbal, and written communication skills; EPIC fluency is an asset.
Experience:Personal lines insuranceInsurance brokerage
Skills:Sales driveProfessionalismAnalytical skillsOrganizational skillsCommunication
Licenses:AB Gen 1 License
Certifications:AB Gen 1 License
Languages:English
Tech Stack:Applied Rating ServicesCompany PortalsEPIC

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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Glassdoor: 3.9
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