
Associate Account Executive
- Toronto, ON
- Permanent
- Full-time
- Handling the client renewal process and collaborating with all members of the client team on marketing requirements, deadlines and deliverables on assigned accounts.
- Identifying specific client risk exposures.
- 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 Broking Team to initiate renewal process.
- Servicing existing programs, defining routine risk exposure, and providing first level advice on general policy coverages under the direction of the principle Account Executive.
- Preparing client service summaries, program reports and client survey information for review by Service Team Management.
- Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations.
- Receiving policy contracts from the Broking Team, providing first level review to ensure apparent client needs have been met.
- Reviewing endorsements, cover notes and certificates of insurance produced by the Client support team to ensure their accuracy and completion in support of the team’s service plan.
- Leading by example by demonstrating and sharing with all lines of business the importance of best practice.
- Other related duties and responsibilities as assigned.
- Handling and servicing an assigned book of accounts.
- Collaborating closely with the Client Executive while also maintaining individual client relationships.
- Building and maintaining trust with an existing and expanding client base.
- Providing proactive, high-quality service and technical expertise to meet client needs.
- Collaborating with internal teams to ensure seamless service delivery.
- Support the growth and retention of the book of business through exceptional client engagement.
- A self-motivated professional with a client-first mindset.
- Someone who thrives in a fast-paced, client-facing environment.
- A problem-solver who can develop innovative solutions to meet client needs.
- 3 + years of insurance industry experience; 5 years preferred.
- RIBO License is required;
- Excellent interpersonal, communication, and presentation skills, both verbally and written;
- Client focused with confirmed relationship building skills;
- Ability to work collaboratively as a key member of a team and independently with minimum supervision.