Account Executive - Private Client

Do you enjoy working with private clients and high net worth markets? Do you enjoy making a difference in the relationships you build and maintain with your clients? Then this is the role for you!

This role is open to candidates in Vancouver, Victoria, Edmonton or Calgary to work in the local office.

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 decisions

At 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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What The Day Will Look Like

Existing Clientele

• Analyze client specific risk exposure and detail coverage requirements for High-Net-Worth clients.
• Deliver continuous excellence in servicing an existing portfolio of clients
• Establish contacts and cultivate relationships within the underwriting community to achieve the best terms and coverage for Aon clients
• Gain and maintain a thorough understanding and knowledge of available Aon resources and solutions, and match those to client requirements.

New Business

• Prepare and present marketing proposals for prospective new business
• Collaborate with Aon group, commercial and health & benefits colleagues to develop marketing initiatives for new prospective private clients within their existing clients
• Act as the visible face of Aon to clients and prospective clients in the community.
• Develop and maintain external centres of influence for lead generation and continuous pipeline

Key Performance Indicators

• Meet established sales and retention targets
• Develop, implement, and handle national private client sales & service training program
• Support leadership in the family office structure and 3–5-year business strategy
• Perform other related duties as assigned to deliver business results and distinctive client value

How This Opportunity Is Different

Aon is a global leader in risk management, insurance and reinsurance brokerage, human capital and management consulting. We integrate customized services, leverage expertise across industries and apply business knowledge to our clients' strategic goals. Aon helps clients anticipate how change intersects with opportunity. Each of our clients has unique needs, so we have developed expertise for a complete range of business processes, products and industries. Aon’s account managers form a comprehensive perspective of our clients’ exposures, matching our expertise to their protection strategy. We currently have an exciting career opportunity for an Account Executive; with experience working in an account management capacity for a High Net Worth book of clientele.

Skills And Experience That Will Lead To Success

• University or College degree preferred; or relevant experience
• 3-5 years experience with preferred as a broker in private risk management personal insurance
• Level One (1) Insurance license required; Level Two (2) preferred, or to be obtained within the first year of employment
• CIP, FCIP and CAIB are preferable, or working towards.
• Proficient in MS Word, Excel, Microsoft Outlook
• Epic experience preferred

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.

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