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Aon

Global risk, retirement, health solutions provider

Insurance Client Executive - Small Market Commercial Sales

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A valid RIBO license is required; additional licensing is an asset.
  • Typically, at least 3 years of commercial or personal lines sales experience is required.
  • Knowledge of risks associated with Small Market business is required.
  • Technical knowledge of Individually Rated Commercial Auto (IRCA) is required.
  • A proven track record in insurance sales is required.
  • Self-motivation and commitment to sales and delivering a strong client experience are required.
  • Self-management, analytical, organizational, prioritization, and detail-oriented skills are required.
  • For client-facing work, confidence, poise, effective communication, emotional intelligence, and the ability to tailor responses in varied situations are required.
  • Interpersonal, verbal, and written communication skills are required.
  • Ability to collaborate with internal and external stakeholders is required.
  • Technical competency and creativity in developing and delivering property and casualty solutions are required.
  • Computer skills and proficiency with Microsoft Word, Excel, and Outlook are required.

Responsibilities

  • Quote commercial leads on the day they are received or, at the latest, the next business day.
  • Develop submissions with commercial lines underwriting staff for markets that meet current and emerging client needs and close sales.
  • Hand off client service responsibilities to the relevant Account Manager in service teams.
  • When appropriate for good customer service, handle client service requests, especially post-sale requests, and complete them or refer them to the service Account Manager.
  • Develop a cross-selling protocol to create integrated-selling opportunities across commercial sales and other lines of business.
  • Meet or exceed individual sales targets and department goals.
  • Maintain professional and collaborative relationships with key underwriters.
  • Resolve concerns or complaints professionally using product and service knowledge.
  • Quote new prospects using NFP’s new IRCA quoter, ARS, or company portals as needed.
  • Represent the brokerage at industry functions when required.
  • Keep current on industry changes, underwriting rules, and workflow processes.

Desired Qualifications

  • Experience with lead management software or customer relationship management (CRM) platforms such as Salesforce is an asset.
  • Knowledge of Applied EPIC is an asset.

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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