
C&I Associate Account Executive
- Toronto, ON
- Permanent
- Full-time
- Working closely with the Account Executive(s) to understand clients business and support their insurance program and project placements;
- Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure;
- Coordinating client information with the Broker, Associate Broker / Broking Coordinator Teams to initiate renewal process;
- Managing the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables;
- Identifying specific client risk exposure and developing and presenting innovative coverage solutions in support of existing and new business growth;
- Working on project specific insurance requirements for placement of the necessary coverages;
- Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations
- Establishing account specific service plans and delivery approaches which support coverage solutions and provide continued opportunity for Aon product / service exposure;
- Receiving policy contracts from the Broking Team, conducting a preliminary review to ensure apparent client needs have been met;
- Preparing client service summaries, program reports and client survey information for review by Service Team Management;
- Reviewing endorsements, cover notes and certificates of insurance produced by the Broking Coordinator to maintain accuracy and promote efficiency in file management and client deliverables;
- Working through Aon’s internal systems to support the coordination of client files.
- Meticulous attention to detail, refined organizational skills and the ability to multi-task;
- Consistent track record of prioritizing tasks under ambitious timelines;
- Ability to work collaboratively as a key member of a team and independently with minimum supervision;
- Must have strong digital literacy and be proficient with the Microsoft Office Package.
- Demonstrated ability to learn quickly, including both self-directed learning and in-role training.
- Post-Secondary degree or a combination of education and equivalent years of related experience
- RIBO License preferred;
- Dedication to ongoing learning and development, including insurance courses and certifications (i.e. Canadian Accredited Insurance Broker (CAIB) / Chartered Insurance Professional (CIP)).