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Client Relationship Executive

2 months ago

Adelaide, South Australia Aon Full time

Position Overview:

We are looking for a Client Executive to enhance our accomplished National Team in Adelaide, focusing on delivering exceptional risk management solutions.

Key Responsibilities:

  • Oversee and expand a designated portfolio of existing clients.
  • Support the implementation of new business initiatives.
  • Engage in business growth projects and their execution.
  • Collaborate closely with seasoned client managers and leadership for continuous professional development.

Daily Activities:

  • Manage all aspects of an existing portfolio of Commercial clients.
  • Handle servicing, sales, and administrative tasks for your client portfolio.
  • Establish strong relationships with clients and internal/external stakeholders.
  • Proactively discuss clients' risks and insurance needs.
  • Address daily client inquiries, including claims management.
  • Process renewals, endorsements, Certificates of Currency, and invoicing.

Qualifications for Success:

The ideal candidate will possess:

  • Strong client relationship-building skills.
  • Excellent communication abilities.
  • Experience in a similar capacity or within the insurance/financial services sector (preferred).
  • Comfort in managing and growing an existing client portfolio.
  • Attention to detail.
  • A passion for learning and development.
  • Tier 1 Qualification (Insurance Broking).
  • Basic insurance technical knowledge (preferred).

Employee Support:

We provide a comprehensive benefits package and foster a diverse workforce. Our flexible, inclusive environment promotes well-being and work/life balance, allowing you to thrive. Additionally, all employees benefit from two annual "Global Wellbeing Days" to focus on personal well-being. We offer various working style solutions, recognizing that flexibility extends beyond the workplace.