Aon

1 week ago

Client Manager, Specialty Risk, Personal Lines

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Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Provide front-line counseling for personal insurance coverage and manage high-volume client files for retention and growth. Sell and advise on rural property and hobby farm risks, process renewals, endorsements, and midterm changes, and issue policy updates through insurer portals. Build relationships with underwriters, stay current on partner products and market intelligence, and use strong cross-selling/upselling and quotation skills while delivering exceptional customer service.

Location: Ontario

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Provide day-to-day customer service while managing client file activities to maintain retention targets.
•Sell and support rural property and hobby farm exposures, including finding solutions for difficult-to-place property risks.
•Issue policies and changes on insurer online portals and maintain professional relationships with key underwriters.
•Review and process renewals, endorsements, and midterm changes, including rewriting/remarketing when needed to enhance client experience.
•Contribute to premium growth targets by upselling appropriate coverages and referring business to other lines; stay current on partner products and market intelligence.

Pay and Benefits

Salary: 55,000 - 70,000

Perks:Health InsuranceRetirementAnnual BonusPaid LeaveLearning Budget

Key Requirements

•RIBO License (Registered Insurance Brokers of Ontario) in good standing required.
•Typically 3+ years of industry and/or personal lines experience, preferably with broad market portal experience.
•Proven experience managing a high volume of clients (alpha split and/or one & done).
•Excellent computer skills, including fluency in broker management systems EPIC and ARS (an asset).
•Ability to communicate clearly and explain complex concepts in both French and English (asset).

Experience:3+ yearsInsurancePersonal lines

Skills:Customer serviceCommunicationMultitaskingRelationship buildingQuotation skills

Licenses:RIBO LicenseAB Gen 1

Certifications:RIBO LicenseCAIBCIPCRM

Languages:FrenchEnglish

Tech Stack:EPICARSInsurer online portals

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