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Senior Client Executive

  • Parramatta, Australia
  • Account Management

Job Description

  • Excellent career progression opportunity for someone looking to excel their career in insurance by leading key client acquisition and renewal to provide exceptional customer experience
  • Hybrid role, work from home and our Parramatta, Perth, Brisbane or Melbourne office
  • Tight knit and collaborative team environment

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.

Senior Client Executive Real Estate, Affinity

Are you looking for the next step in your broking career?

This role is a senior broking role that will deliver the growth strategy to further embed Affinity within the dynamic real estate industry in Australia. You will be responsible for building relationships with clients with a focus on client retention and portfolio growth.

What the day will look like

Leveraging your broking expertise to drive client retention & portfolio growth through direct and existing channel partnerships in line with the growth & retention strategy.

  • Responsible for portfolio of clients driving strong customer service experience to achieve retention & growth aspirations in line with clear KPI’s
  • Advocate for customers using strong technical broking knowledge & insurer negotiations to achieve the best outcome for customers
  • Partner with internal & external stakeholders to create value that exceeds customer expectations
  • Cultivate and develop relationships with key real estate insurer partners and key clients leading to new opportunities & strengthen existing relationships
  • Acting as technical referral point for colleagues to collaborate & share your product expertise where required
  • Participate in self-training and mentoring sessions to keep knowledge up to date
  • Deliver the annual strategy focused on client value creation
  • Actively participate in and support Business Development activity and be available for joint client/prospect meetings as/where required

How is this opportunity different

We’re a team of authentic and smart individuals focused on providing exceptional value to our small business clients, larger B2B partners, and our local communities. Meaningful and genuine relationships are at the heart of our business success and we’re proud of our positive impact.

Here at Aon, you’re always more than just a job title. We encourage and support you to expand your knowledge and grow alongside some of the best people in the business – in Australia and throughout our connected global networks.

Skills and experience that will lead to success

  • 3-5 years proven technical broking experience managing a portfolio of clients
  • RG146 Tier 1 qualification (required) and/or Diploma of Broking (advantageous)
  • Commercial understanding of business and the Insurance market including ability to deliver and report on financials
  • Independent operator, high emotional intelligence with strong negotiation and communication skills
  • A self-starter who is adaptable, focussed and self-disciplined, with strong interpersonal skills and a can-do attitude
  • Strong technical knowledge of foundation insurance products required by small businesses in Australia (including but not limited to Professional Indemnity, Business Package, Management Liability, Motor Vehicle, Cyber Liability, Workers Compensation)
  • Possesses strong analytical and problem-solving capability
  • Experience using Salesforce in a sales environment (desired)

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 recognise 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.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com

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.

#insurancecareers #broking #sales #growth #realestate

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