Client Executive

Aon
Australia
Workplace: HybridFull timeFunction: SalesExperience: 1+ yearsSkills: ["Communication","Client focus","Problem-solving","Time management","Teamwork"]

Handle a range of client account management, servicing, and sales administration for an insurance broking team. Serve as the first point of resolution for customer insurance queries via phone and email, investigate and resolve issues, and work toward KPI goals tied to revenue, acquisition, and retention. Identify upselling opportunities, collaborate with internal stakeholders to exceed client expectations, and follow compliance, laws, 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: 3 hours agoStatus: Live

Job Summary

Handle a range of client account management, servicing, and sales administration for an insurance broking team. Serve as the first point of resolution for customer insurance queries via phone and email, investigate and resolve issues, and work toward KPI goals tied to revenue, acquisition, and retention. Identify upselling opportunities, collaborate with internal stakeholders to exceed client expectations, and follow compliance, laws, and call-handling guidelines.
Location: Australia
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Serve as the first point of resolution for customer queries about their insurance needs.
  • •Investigate and resolve queries over the phone and/or via email correspondence.
  • •Work toward KPIs and team revenue, acquisition, and retention targets.
  • •Identify new business and up-selling opportunities while interacting with clients.
  • •Handle work in line with company policy, call-handling guidelines, and compliance with laws and regulations.

Key Requirements

  • •1 year experience across the insurance industry.
  • •Sound understanding of General Insurance across multiple lines.
  • •Excellent verbal and written communication.
  • •Tier 1 Compliance qualified (highly desired, not essential).
  • •Proven ability to manage workflow and prioritize work while delivering service.
Experience:1+ yearsInsuranceGeneral insuranceInsurance broking
Skills:CommunicationClient focusProblem-solvingTime managementTeamwork
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
Glassdoor
Glassdoor: 3.9
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