Client Executive, Commercial SME

Aon
Calgary
Workplace: HybridFull timeFunction: SalesExperience: 3+ yearsSkills: ["Self-motivated","Analytical","Organizational","Prioritization","Client communication"]

Develop and quote commercial insurance leads for small-market clients, building new relationships and preparing submissions with underwriting teams to close sales. Own the hand-off of serviced clients to the relevant Account Manager, handle post-sale customer service requests, and support integrated cross-selling across commercial lines. Meet or exceed individual sales targets while maintaining strong relationships with key underwriters and resolving client concerns professionally.

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FursaFursa
Aon
Aon
1 day ago

Client Executive, Commercial SME

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

Job Summary

Develop and quote commercial insurance leads for small-market clients, building new relationships and preparing submissions with underwriting teams to close sales. Own the hand-off of serviced clients to the relevant Account Manager, handle post-sale customer service requests, and support integrated cross-selling across commercial lines. Meet or exceed individual sales targets while maintaining strong relationships with key underwriters and resolving client concerns professionally.
Location: Calgary
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Quote commercial leads received same day or next business day.
  • •Develop submissions with underwriting staff and close new commercial sales.
  • •Hand off provision of service to the relevant Account Manager in service teams.
  • •Maintain customer service by handling customer requests and post-sale support.
  • •Maintain relationships with key underwriters; meet/exceed sales targets and departmental goals.

Pay and Benefits

Perks:Annual BonusHealth InsuranceRrspReferral Commission

Key Requirements

  • •Valid AB General 1 is required; additional licensing is an asset.
  • •Typically 3+ years of commercial or personal lines sales experience.
  • •Knowledge of risks associated with small-market business.
  • •Technical knowledge of IRCA (Individually Rated Commercial Auto).
  • •Proficiency with Microsoft Office (Word, Excel, Outlook) and strong interpersonal communication.
Experience:3+ yearsInsuranceProperty and casualtyCommercial lines
Skills:Self-motivatedAnalyticalOrganizationalPrioritizationClient communication
Licenses:AB General 1
Languages:En-us
Tech Stack:IRCAARSSalesforceApplied EPICMicrosoft WordMicrosoft ExcelMicrosoft Outlook

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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