Client Executive

This is a Client Executive role with Aon based in Melbourne, VIC, AU
== Aon ==

Role Seniority - junior

More about the Client Executive role at Aon

Client Service Executive | Sales - Insurance We are seeking a Client Service Executive who is responsible for nurturing and converting warm leads into active clients, delivering exceptional client service and supporting growth targets across our Affinity Allied and Complementary Health Team. This role is ideal for a driven and personable professional with a passion for relationship management, insurance solutions and delivering tailored advice to individuals and businesses. 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 team and we are passionate about helping our colleagues and clients succeed. What The Day Will Look Like Your day will be busy adopting a client centric approach, which will be the key to your success Responsibilities

• Respond to and triage inbound warm leads from marketing campaigns, referrals, digital channels and existing client networks.

• Qualify prospects and identify suitable insurance solutions in line with client needs and business appetite.

• Follow up on leads in a timely and professional manner to maximise conversion rates.

• Maintain accurate records of lead status, client interactions and opportunities using CRM tools. Ensure all advice and transactions meet compliance requirements, including record-keeping and disclosure obligations.

• Assist with the preparation of quotes, proposal and policy documentation in line with internal processes.

• Support cross-selling and upselling initiatives within existing portfolios.

• Enhance the client experience through outstanding customer service.

• Ensure a smooth onboarding experience for new clients, collaborating with both internal and external stakeholders where required.

• Act as a key contact for client queries, renewals, policy changes and coverage advice.

• Provide a high standard of service and professional advice throughout the sales process and policy lifecycle.

• Keep up to date with industry, product and legislative developments. How This Opportunity Is Different As an Aon colleague, you will never be limited by your job title. Instead, you will learn and grow alongside some of the most talented people in the business, who genuinely want you to be the best version of yourself. We honestly believe that our culture is different, with authentic and inquisitive individuals who each bring something unique to our team. Be you, be unique with us. Skills And Experience That Will Lead To Success

• Tier 1 accreditation or higher

• Demonstrated technical understanding of a broad range of insurance products - including financial lines.

• Proven success in a sales or client-facing role within insurance broking.

• Sales driven mindset with a client first approach.

• Initiative-taker who thrives on hitting targets and delivering results.

• Excellent attention to detail and time management.

• Comfortable working in a fast-paced environment with multiple priorities.

• Strong interpersonal, negotiation and communication skills.

• Experience using Microsoft Office Package (Word, Excel, Outlook, PowerPoint) and Salesforce 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 organisation, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. 2558853

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Aon team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Respond to and triage inbound warm leads
• Maintain accurate records using CRM tools
• Enhance the client experience through outstanding customer service

Key Strengths

• Tier 1 accreditation or higher
• Strong interpersonal, negotiation and communication skills
• Proven success in a sales or client-facing role within insurance broking
• Experience using Microsoft Office Package
• Salesforce experience
• Excellent attention to detail and time management

Why Aon is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Aon not with Hatch.

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