Personal Lines Insurance Advisor

Edmonton, AB
Permanent
Full-time

1 month ago

Job Description:Personal Lines Insurance AdvisorReady to turn everyday client calls into real sales and relationship-building opportunities? Looking to grow your Personal Lines career with a global leader that truly backs your development? Join Aon as a Service Broker and help shape better decisions for clients while working with a supportive, high-performing Personal Risk team!Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.Aon is in the business of better decisionsAt Aon, we shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.What the day will look like

Handle inbound client inquiries (phone and email) in a call-center environment, providing clear information on personal insurance products and identifying sales opportunities.
Assess client needs, recommend appropriate coverage, and provide ongoing service, including policy changes and regular coverage reviews.
Proactively generate new business by recommending suitable products and services. Improve each interaction with effective up-selling and cross-selling to existing clients. Meet or exceed sales, retention, and service targets.
Work with internal departments (e.g., claims, billing) to resolve client requests and concerns, handling issues within authority and raising complex cases when needed.
Maintain accurate client records and documentation, ensuring quality in correspondence, invoicing and related accounts receivable activities.
Maintain strong knowledge of personal property and auto insurance products and supply to a positive team environment by sharing standard processes

How this opportunity is differentThis role lets you actively shape client solutions and be rewarded for growing relationships, not just processing transactions. You’ll work at the heart of Aon’s Personal Lines team, collaborating closely with Service Brokers, underwriters, claims specialists and other Commercial Risk colleagues to solve real client problems every day.You’ll be supported by a dedicated team leader, strong training, and Aon’s tools and analytics so you can focus on delivering excellent advice and hitting your sales goals. Unlike many call-center environments, Aon offers a collaborative, career-building setting where your expertise, initiative and ideas are genuinely valued.Skills and experience that will lead to success

3+ years’ experience in Home and Auto Personal Lines insurance with confirmed customer service success preferred
Post-secondary diploma or degree or a combination of education and equivalent years is a definite asset
Demonstrated ability to manage time effectively and prioritize requests while maintaining a positive attitude
High level of organization, efficiency, and attention to detail
Excellent interpersonal and communication skills, both verbal and written
Proven ability to develop and deepen relationships with clients, colleagues, and insurer partners
Valid provincial license is a requirement; relevant certifications such as CIP and CAIB are assets
RIBO licensing or professional designations in (CIP, CAIB etc.) are an asset.

How we support our colleaguesIn addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage 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 for our colleagues as well.Our continuous learning culture inspires and equips 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.Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.#li-HF1#LI-HYBRID 2575872

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