Client Executive - Personal Lines
Aon Affinity specialises in developing, marketing, and administering customised insurance programs and specialty market solutions for affinity organisations and their members or affiliates. This role is supporting our Personal Lines team.
You will be part of a team which is responsible for servicing our existing Personal Lines clients and impacting new business growth. Helping clients deal with insurance online and following up with the pipeline of potential clients regarding their interest in Aon’s services and solutions converting to new business.
You will focus on educating clients on risk and insurance products, submitting, and brokering business, presenting, and closing opportunities and servicing accounts.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
- Managing a client portfolio, handling all ongoing client’s insurance/risk needs
- Ensuring all client needs are identified and met by taking a pro-active approach to all aspects of service delivery, account management and account retention
- Providing consistent client updates and replies within agreed service timeframes
- Reactive and proactive communication with potential clients via phone and email
- Managing an ongoing sales pipeline through inbound, warm and proactive leads
- In a consultative client approach, providing suitable education on additional Aon products and services where applicable and within your authority
- Assist with complex client queries / complaint issues
- Negotiating with Insurers and clients on risks outside of underwriting guidelines
- Understanding client financials and providing appropriate support regarding debt management, payment enquiries and settlements
- Understanding, and following, regulated processes and systems
- Complete daily client administration tasks and updates for our online filing system according to Aon service standards
- Identifying process improvement opportunities to ensure service standards are exceeded
- Working to achieve individual and team financial targets
How this opportunity is different
You will be onboarded and mentored by a team of expert professionals. You will be on a pathway to achieving excellence in sales and will access a range of programs to improve your product and business knowledge. You will have multiple opportunities to develop your Aon IQ and broaden your knowledge of the business.
Our business operating model is designed by entrepreneurs who held a vision of radically changing the Insurance industry. This team will be pioneering a new capability for our company that require agility and innovation to succeed. We expect change and growth over the next few years, which means you can expect plenty of opportunities for advancement.
Skills and experience that will lead to success
- Comparable client servicing or sales experience
- Strong experiences using software programs, such as MS (Outlook), Winbeat, Officetech and any CRM
- Tier 1 accreditation/Insurance Broking qualifications are an advantage
- Strong verbal, written and interpersonal communication skills
- Ability to connect with people and build trust
- Ability to tackle problems creatively and show initiative
- Analyse information and data, to see opportunities and prioritise
- Driven towards setting and achieving goals and making a difference
- Possess a zest for learning and ability to make sense of information and learn systems and technologies at speed
- Sales approach and ability to make a connection with clients (Sales)
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to handle your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and encourages you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon Affinity specialises in developing, marketing, and administering customised insurance programs and specialty market solutions for affinity organisations and their members or affiliates. This role is supporting our Personal Lines team.
You will be part of a team which is responsible for servicing our existing Personal Lines clients and impacting new business growth. Helping clients deal with insurance online and following up with the pipeline of potential clients regarding their interest in Aon’s services and solutions converting to new business.
You will focus on educating clients on risk and insurance products, submitting, and brokering business, presenting, and closing opportunities and servicing accounts.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organisation, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
- Managing a client portfolio, handling all ongoing client’s insurance/risk needs
- Ensuring all client needs are identified and met by taking a pro-active approach to all aspects of service delivery, account management and account retention
- Providing consistent client updates and replies within agreed service timeframes
- Reactive and proactive communication with potential clients via phone and email
- Managing an ongoing sales pipeline through inbound, warm and proactive leads
- In a consultative client approach, providing suitable education on additional Aon products and services where applicable and within your authority
- Assist with complex client queries / complaint issues
- Negotiating with Insurers and clients on risks outside of underwriting guidelines
- Understanding client financials and providing appropriate support regarding debt management, payment enquiries and settlements
- Understanding, and following, regulated processes and systems
- Complete daily client administration tasks and updates for our online filing system according to Aon service standards
- Identifying process improvement opportunities to ensure service standards are exceeded
- Working to achieve individual and team financial targets
How this opportunity is different
You will be onboarded and mentored by a team of expert professionals. You will be on a pathway to achieving excellence in sales and will access a range of programs to improve your product and business knowledge. You will have multiple opportunities to develop your Aon IQ and broaden your knowledge of the business.
Our business operating model is designed by entrepreneurs who held a vision of radically changing the Insurance industry. This team will be pioneering a new capability for our company that require agility and innovation to succeed. We expect change and growth over the next few years, which means you can expect plenty of opportunities for advancement.
Skills and experience that will lead to success
- Comparable client servicing or sales experience
- Strong experiences using software programs, such as MS (Outlook), Winbeat, Officetech and any CRM
- Tier 1 accreditation/Insurance Broking qualifications are an advantage
- Strong verbal, written and interpersonal communication skills
- Ability to connect with people and build trust
- Ability to tackle problems creatively and show initiative
- Analyse information and data, to see opportunities and prioritise
- Driven towards setting and achieving goals and making a difference
- Possess a zest for learning and ability to make sense of information and learn systems and technologies at speed
- Sales approach and ability to make a connection with clients (Sales)
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to handle your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and encourages you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
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