Aon

2 weeks 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: 11 hours agoStatus: Live

Job Summary

Support small business clients by educating them on risk and insurance products, brokering and submitting business, and presenting and closing opportunities. Manage a portfolio of new and existing clients, research market needs and industry risk, and achieve acquisition and retention revenue targets against KPIs. Negotiate new and renewal terms with underwriters while collaborating across the business, adhering to compliance and regulatory requirements, and using tools such as Salesforce.

Location: Melbourne

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Educate small business clients on risk and insurance products, and service accounts.
•Manage a small business insurance portfolio for new and existing clients.
•Achieve personal and team revenue targets within identified markets, working against KPIs for acquisition and retention.
•Research the market to understand client needs, industry risk, and the business environment.
•Negotiate new and renewal terms with underwriters while supporting high-volume quotations and managing inbound/outbound calls and emails using Salesforce leads.

Key Requirements

•Experience across insurance broking and insurance claims (or experience in financial services servicing clients).
•Ability to operate in a sales environment and achieve clear targets and KPIs across acquisition and retention.
•Strong verbal, written, and interpersonal communication skills.
•Problem-solving mindset with initiative, plus a strong willingness to learn and quickly understand new systems and technologies.
•Tier 1 accreditation/insurance broking qualifications desirable (enrolment may be arranged on commencement).

Experience:Insurance brokingFinancial servicesSales

Skills:CommunicationStakeholder managementProblem-solvingSales mindsetLearning agility

Certifications:Tier 1 accreditation (Insurance Broking)

Tech Stack:Salesforce

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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