Client Manager, Personal Insurance

Aon
Canada
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Client relationship management","Communication","Presentation","Multi-tasking","Collaboration"]

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.

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FursaFursa
Aon
Aon
1 month ago

Client Manager, Personal Insurance

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

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
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