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Aon

Global risk, retirement, health solutions provider

Assistant Vice President Account Executive - Private Client

Insurance Sales & AgencyConfirmed live in the last 24 hours
ContractCalgary, AB, CanadaNo salary listed

About the Job

Requirements

  • The role requires 1–2 years of experience in personal risk management and insurance, ideally focused on high-net-worth private clients.
  • A university or college degree in business, insurance, or risk management is preferred, or equivalent years of work experience in a relevant industry.
  • The candidate must be highly organized and efficient, with strong attention to detail for accurate policies, documentation, and sales-process follow-up.
  • The candidate must have strong verbal and written interpersonal and communication skills for clear value-based conversations and confident recommendations.
  • The candidate must demonstrate the ability to build, deepen, and retain profitable relationships with clients, colleagues, and insurer partners.
  • An Alberta General Insurance Licence is mandatory.
  • Licences from other provinces are an asset.
  • Previous experience with Epic is a strong asset.
  • The candidate must be proficient in Microsoft Word, Excel, and Outlook.
  • Applicants must be legally authorized to work in Canada; the role is not eligible for sponsorship.

Responsibilities

  • Analyze client-specific risk exposure and detail coverage requirements for high-net-worth clients.
  • Service an existing portfolio of clients with continuous excellence.
  • Maintain strong relationships within the underwriting community to achieve the best terms and coverage for clients.
  • Develop and maintain thorough knowledge of available company resources and solutions, and match them to client requirements.
  • Prepare and present marketing proposals for prospective new business.
  • Provide clients with insurance advice on current rates, coverage, and opportunities.
  • Stay current with insurer market appetite and follow insurer and company workflows to ensure accuracy and minimize errors and omissions exposure.
  • Advise on and process client requests in insurer portals and the brokerage management system, ensuring underwriting criteria are correct and clients are informed to reach mutually agreeable outcomes.

About the Company

Aon

Global risk, retirement, health solutions provider

Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals by offering consulting, brokerage, and software. It uses data and analytics to tailor insights across risk assessment, benefits design, and workforce optimization. Its global, diversified service mix and data-driven approach allow it to deliver more integrated risk, retirement, and health solutions than firms focusing on a single area. Its goal is to shape decisions for the better and protect and enrich lives worldwide.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1919

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