Consultant, Health Solutions - Small & Medium Enterprise(SME)

Aon
Montreal
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Social and emotional intelligence","Presentation","Communication","Adaptability","Resilience"]

Serve as a client-facing consultant for SME group health solutions, delivering brokerage and consulting services and handling ad hoc customer requests. Manage and grow relationships with SME customers and local insurance carrier teams, negotiate and maintain client engagement agreements, and keep client records up to date in Aon systems. Support customer portfolio performance (P&L and revenue allocation), cross-sell Aon capabilities, and collaborate with internal teams across Canada and the U.S. to drive new business.

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FursaFursa
Aon
Aon
1 week ago

Consultant, Health Solutions - Small & Medium Enterprise(SME)

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Last checked: 14 minutes agoStatus: Live

Job Summary

Serve as a client-facing consultant for SME group health solutions, delivering brokerage and consulting services and handling ad hoc customer requests. Manage and grow relationships with SME customers and local insurance carrier teams, negotiate and maintain client engagement agreements, and keep client records up to date in Aon systems. Support customer portfolio performance (P&L and revenue allocation), cross-sell Aon capabilities, and collaborate with internal teams across Canada and the U.S. to drive new business.
Location: Montreal
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide brokerage and consulting services, including client advice and ad hoc customer service requests.
  • •Manage business relationships with SME customers and negotiate/maintain Aon engagement agreements.
  • •Maintain client hygiene using Aon Client Planner, Aon CRM, Time Reporting, and related systems.
  • •Support customer portfolio P&L and customer revenue allocation.
  • •Identify and pursue cross-sell opportunities and support business development activities for new Health Solution logos.

Key Requirements

  • •3 to 5 years of experience in group benefits, including proven success in a client-facing environment.
  • •University degree or equivalent experience in group insurance and/or benefits consulting.
  • •Excellent presentation and communication skills, with the ability to explain complex topics to non-expert audiences.
  • •Bilingualism in French and English due to frequent interactions with clients and partners in Québec and across Canada/internationally.
  • •Life Insurance Licence (LLQP) required.
Experience:3-5 yearsGroup benefitsInsuranceHealthcare
Education:Bachelor's
Skills:Social and emotional intelligencePresentationCommunicationAdaptabilityResilience
Licenses:Life Insurance Licence (LLQP)
Languages:EnglishFrench
Tech Stack:Aon CRMClient Planner toolTime Reporting

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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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