Client Executive, Personal Insurance

Aon
Kitchener
Workplace: HybridFull time55,000 - 57,500Function: Insurance & ActuarialExperience: 2+ yearsSkills: ["Sales","Client service","Communication","Organization","Attention to detail"]

Drive new business and retain existing clients for personal insurance by advising prospects on coverage options tailored to their needs. Meet individual sales targets and support department goals while preparing applications, issuing certificates, and coordinating processing. Build strong relationships with underwriters, resolve client concerns professionally, and quote using Applied Rating Services or company portals. Stay current on industry changes, underwriting rules, and workflows, and participate in training initiatives.

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FursaFursa
Aon
Aon
1 day ago

Client Executive, Personal Insurance

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Drive new business and retain existing clients for personal insurance by advising prospects on coverage options tailored to their needs. Meet individual sales targets and support department goals while preparing applications, issuing certificates, and coordinating processing. Build strong relationships with underwriters, resolve client concerns professionally, and quote using Applied Rating Services or company portals. Stay current on industry changes, underwriting rules, and workflows, and participate in training initiatives.
Location: Kitchener
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Insurance & Actuarial
Seniority: Mid level

Key Responsibilities

  • •Provide expert advice, recommendations, and counselling on personal insurance coverage for prospects.
  • •Meet and/or exceed individual sales targets and department goals.
  • •Prepare prospect documentation, including complete applications, issuing insurance certificates, and setting applications for processing.
  • •Maintain professional relationships with key underwriters and resolve concerns or complaints professionally.
  • •Quote new prospects using Applied Rating Services or company portals, and represent the brokerage at industry functions as needed.

Pay and Benefits

Salary: 55,000 - 57,500
Perks:Annual BonusRrsp MatchingHealth InsuranceLearning Budget

Key Requirements

  • •RIBO license in good standing required.
  • •Typically 2 years of Personal Lines experience in a “one & done” environment.
  • •Extensive experience with major domestic personal lines markets (e.g., Intact, Aviva, SGI).
  • •Passion for sales and delivering a top-notch client experience with professional presentation and demeanour.
  • •Self-managing with strong analytical, organizational, and time management skills, including excellent communication and attention to detail.
Experience:2+ yearsPersonal insurance
Skills:SalesClient serviceCommunicationOrganizationAttention to detail
Licenses:RIBO
Languages:English
Tech Stack:Applied Rating ServicesCompany portalsEPIC

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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Glassdoor: 3.9
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