Description:
What the day will look like
- Developing knowledge of client operations and risk exposures.
- Handle inbound and outbound calls for new and existing business and provide ongoing service support to clients
- Responding to client and advisor inquiries either by telephone or by email
- Receiving and processing client requests and reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations within service level standards
- Where required, managing renewal process, including preparing the renewal documents, presenting to client for approval, obtaining the binding order, and reviewing policy documentation and delivering to client in a timely manner
- Providing direction when a claim is reported or inquired upon
- Cross-selling and expanding the existing insurance programs with our clients; developing and managing client relationships in order to increase penetration sales and cultivate new business opportunities
- Following up for renewal information with advisors and clients
- Reviewing application information and referring to Insurers where appropriate
Ensuring understanding of all Aon Facilities, including wordings, endorsements, limits, etc.
- Entering client and insurer information in an accurate and timely manner
- Creating daily/monthly premium invoicing where required
- Escalating, as required, complex/difficult customer complaints or inquiries to the appropriate team leader
How this opportunity is different
Interested in being part of a fast-paced environment and being part of a specialty team? This could be the opportunity for you. Working within the Programs team, this position offers plenty of learning opportunities for inspired candidates. As an Associate Account Executive, you will report directly to the Operations Manager.
Skills and experience that will lead to success
- RIBO or equivalent insurance license
- Min. 1-3 years insurance experience
- Fluency in French would be an asset
- CIP, FCIP & CRM desirable
- General Knowledge of all areas of general insurance coverage
- General Knowledge of Professional lines as asset
- Strong customer service orientation and interpersonal skills
- Good presentation and interpersonal skills
- Strong analytical, mathematical, decision making and negotiating skills
- Proficient computer skills in : MS Word, Excel and Microsoft Outlook
- Committed team player