Client Executive

Aon
Melbourne
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Customer service","Collaboration","Multitasking","Prioritization"]

Manage and service Non-For-Profit clients’ insurance needs as the first point of resolution for questions via phone and email. Investigate and resolve client inquiries, supporting strong customer experience while working toward KPI targets for revenue, acquisition, and retention. Identify upselling and new business opportunities as you build relationships. Collaborate across stakeholders in a fast-paced insurance broking team, following compliance and call-handling guidelines.

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FursaFursa
Aon
Aon
2 days ago

Client Executive

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 11 months ago

Job Summary

Manage and service Non-For-Profit clients’ insurance needs as the first point of resolution for questions via phone and email. Investigate and resolve client inquiries, supporting strong customer experience while working toward KPI targets for revenue, acquisition, and retention. Identify upselling and new business opportunities as you build relationships. Collaborate across stakeholders in a fast-paced insurance broking team, following compliance and call-handling guidelines.
Location: Melbourne
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Handle account management, servicing, sales, and administration responsibilities.
  • •Serve as the first point of resolution for customer queries about insurance needs.
  • •Investigate and resolve inquiries via phone and email.
  • •Work toward KPIs for revenue, acquisition, and retention targets.
  • •Identify new business and up-selling opportunities while following compliance and call handling guidelines.

Key Requirements

  • •1 year experience across the insurance industry.
  • •Sound understanding of General Insurance across multiple lines.
  • •Tier 1 compliance qualified (highly desired but not essential).
  • •Excellent verbal and written communication skills.
  • •Strong customer service mindset and ability to manage workflow with prioritising.
Experience:InsuranceGeneral insuranceCommercial risk
Skills:CommunicationCustomer serviceCollaborationMultitaskingPrioritization
Certifications:Tier 1 Compliance
Languages:English

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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