Client Executive

Aon
Melbourne
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Can-do attitude","Collaboration","Communication","Customer service","Prioritisation"]

Manage and service a book of Non-For-Profit clients by resolving insurance inquiries via phone and email, maintaining a high standard of customer care, and handling account management and administrative responsibilities. Meet KPI targets tied to revenue, acquisition, and retention, and identify new business and upselling opportunities as you interact with clients. Partner with stakeholders across Aon to exceed client expectations while adhering to compliance and call-handling guidelines.

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FursaFursa
Aon
Aon
3 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: 21 hours agoStatus: Live
Reposted: similar role first listed 1 year ago

Job Summary

Manage and service a book of Non-For-Profit clients by resolving insurance inquiries via phone and email, maintaining a high standard of customer care, and handling account management and administrative responsibilities. Meet KPI targets tied to revenue, acquisition, and retention, and identify new business and upselling opportunities as you interact with clients. Partner with stakeholders across Aon to exceed client expectations while adhering to compliance and call-handling guidelines.
Location: Melbourne
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Handle account management, servicing, sales, and administration responsibilities for Non-For-Profit clients.
  • •Act as the first point of resolution for customer queries about their insurance needs.
  • •Investigate and resolve inquiries over the phone and/or via email correspondence.
  • •Work toward KPI targets for team revenue, acquisition, and retention.
  • •Identify new business and upselling opportunities while interacting with clients and stakeholders.

Key Requirements

  • •1 year experience across the insurance industry
  • •Sound understanding of General Insurance across multiple lines
  • •Passion for helping clients serving the community daily
  • •Interest in dealing with clients and customers and offering outstanding service
  • •Tier 1 Compliance qualified (highly desired, not essential)
Experience:InsuranceGeneral insuranceNon-profit
Skills:Can-do attitudeCollaborationCommunicationCustomer servicePrioritisation
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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