Account Executive

Account Executive – Financial Institutions Practice

Are you an account executive who loves to travel, network, build, and manage strong customer relationships? Do you want to be a part of an industry-leading team that offers innovative and effective solutions to our financial clients? Then Aon is looking for you!

This is a hybrid role with the flexibility to work both virtually and from our Edmonton or Calgary 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

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Financial Institutions Practice within Aon Risk Solutions. As an Account Executive, you will report directly to the Leader of the Advisor Errors and Omissions Programs, Financial Institutions Practice.

• Delivering continuous excellence in servicing an existing book;
• Identifying specific client and prospect needs and developing innovative and cost-effective solutions;
• Coordinating / providing insight to the account team and establish client service plans that prioritize the account activities and profitability in a value-based approach for the scope of services required;
• Developing and managing the relationship;
• Developing new contacts and building relationships;
• Providing the leadership necessary for development and delivery of insurance and industry-related presentations/seminars to prospects and clients as required;
• Monthly reporting for sales reports, progress reports, and status reports as required.

How this opportunity is different

This role is ideal for a high-energy individual who is looking for a challenge in relationship management of a large Financial Institutions client. This unique role within Aon will give the candidate the opportunity to work with a dynamic team as a core collaborator. To be a fit for this role, the candidate must love people interactions, travel, and high-energy events where there is an opportunity to promote Aon and its products to our client.

Skills and experience that will lead to success

• Minimum of five (5) years of commercial insurance experience;
• Excellent interpersonal, communication, and presentation skills, both verbal and written;
• Client-focused and proven relationship-building skills;
• Ability to work collaboratively as a key member of a team and independently with minimum supervision;
• Meticulous attention to detail, refined organizational skills, and the ability to multi-task;
• Proven ability to prioritize competing requirements and deadlines under pressure;
• Must have strong computer skills and be proficient with the Microsoft Office Package;
• Bilingual French speaking is considered an asset.

Education

• Post Secondary Degree or equivalent preferred;
• Level 1 license required and/or home jurisdiction license required;
• Completion of or desire to complete at least one of the following professional designations: Chartered Insurance Professional (CIP); Canadian Accredited Insurance Broker (CAIB); or Certified Risk Management (CRM) (Partial completion of one or more designations can be considered on an individual basis);
• Commitment to ongoing learning and professional development.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

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, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com.

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