Client Executive, Personal Insurance

Aon
Hamilton
Workplace: HybridFull timeCAD 55,000 - 57,500 annuallyFunction: Insurance & ActuarialSkills: ["Client focus","Sales mindset","Self-management","Communication","Attention to detail"]

Drive new and renewal personal insurance sales by advising prospects on coverage tailored to their needs. Meet individual targets and department goals while completing applications, issuing certificates, and quoting using Applied Rating Services or company portals. Build and maintain strong relationships with underwriters, resolve client concerns professionally, represent the brokerage at industry functions, and stay current on underwriting rules and workflows through ongoing training.

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FursaFursa
Aon
Aon
1 day ago

Client Executive, Personal Insurance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Drive new and renewal personal insurance sales by advising prospects on coverage tailored to their needs. Meet individual targets and department goals while completing applications, issuing certificates, and quoting using Applied Rating Services or company portals. Build and maintain strong relationships with underwriters, resolve client concerns professionally, represent the brokerage at industry functions, and stay current on underwriting rules and workflows through ongoing training.
Location: Hamilton
Workplace: Hybrid
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Provide expert advice and counselling to prospects on personal insurance coverage tailored to their unique needs and exposures.
  • •Meet and/or exceed individual sales targets and department goals.
  • •Prepare prospect documentation including insurance applications, issued insurance certificates, and coordinate processing via keying teams.
  • •Maintain professional relationships with key underwriters and represent the brokerage at industry functions when required.
  • •Quote new prospects and resolve concerns/complaints using product and service knowledge; stay current on industry and underwriting workflow changes; participate in training initiatives.

Pay and Benefits

Salary: CAD 55,000 - 57,500 annually
Perks:Annual BonusRrsp MatchSpending AccountLearning Budget

Key Requirements

  • •RIBO in good standing required.
  • •Typically 2 years of Personal Lines experience in a “one & done” environment.
  • •Extensive experience with major domestic Personal Lines markets (e.g., Intact, Aviva, SGI).
  • •Passion for sales and a strong client experience focus in a sales-focused personal insurance environment.
  • •Strong self-management with analytical, organizational, and time-management skills; excellent interpersonal, verbal, and written communication.
Experience:Personal insurancePersonal LinesInsurance brokerageSaaS?SaaS
Skills:Client focusSales mindsetSelf-managementCommunicationAttention to detail
Licenses:RIBO
Languages:En-us
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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedInGlassdoor