Aon

1 week ago

Client Manager, Personal Insurance

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Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Manage a high volume of personal insurance client relationships for a dedicated personal lines team, providing front-line counseling and day-to-day support. Conduct in-person client visits and handle service requests, manage policy issuance and changes through insurer online portals, and process renewals, endorsements, and midterm adjustments. Drive retention and premium growth by cross-selling, upselling appropriate coverages, and referring business across lines while staying current on partner products and market intelligence.

Location: Canada

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Conduct in-person client visits and handle contact centre requests.
•Provide day-to-day customer service while managing client file activities to maintain retention targets.
•Issue policies and process changes on insurer online portals while maintaining relationships with key underwriters.
•Review and process renewals, endorsements, and midterm changes, including rewriting/remarketing to improve client experience.
•Support premium growth by upselling appropriate coverages and referring business to other lines, while staying current on insurer partner products and market intelligence.

Pay and Benefits

Perks:Annual BonusRrsp MatchingReferral CommissionLearning Budget

Key Requirements

•RIBO License (Registered Insurance Brokers of Ontario) in good standing; 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).
•Proven experience managing a high volume of clients (e.g., alpha split and/or one & done) with strong client relationship management.
•Excellent in-person communication and presentation skills with strong oral and written communication.
•Fluency in broker management systems (EPIC and ARS is an asset); contact centre experience is an asset.

Experience:3+ yearsPersonal linesInsuranceContact center

Skills:Client relationship managementCommunicationPresentationMulti-taskingCollaboration

Licenses:RIBOAB Gen 1

Certifications:RIBOCAIBCIPCRM

Languages:FrenchEnglish

Tech Stack:EPICARSInsurer 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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon