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Insurance Portfolio Manager

2 months ago

Adelaide, South Australia Aon Hewitt Full time
{"title": "Client Executive Role Overview", "content": "Key Responsibilities

As a Client Executive at Aon, you will be responsible for managing and growing an existing portfolio of Commercial clients. This will involve servicing, sales, and client administration responsibilities, as well as building strong relationships with clients and internal/external stakeholders.

You will proactively engage with clients around their risks and insurance policies, respond to day-to-day queries, and process renewals, endorsements, and invoicing.

Requirements
  • Ability to build strong client relationships
  • Outstanding communication skills
  • Experience in a similar role or within the insurance/financial services industry
  • Comfortable growing an existing Client portfolio
  • Attention to detail
  • Thrives in a learning & growth environment
  • Tier 1 Qualification (Insurance Broking)
  • Basic insurance technical skills
About Aon

Aon is a global professional services firm that helps organizations navigate a rapidly changing world. We are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

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.

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.

", "format": "

At Aon, we are seeking a Client Executive to join our high-performing Adelaide National Team, which specializes in delivering best-in-class risk management solutions.

This role will involve servicing and growing a defined portfolio of existing clients, supporting the execution of new business strategies, and being a key part of business growth projects and implementation.

You will be closely supported by experienced client managers and leadership, ensuring ongoing learning and professional growth.

We are seeking a future Broker looking to grow their skills in a progressive culture.

We have an extensive presence across Australia, with representation in each State capital and an extensive regional branch network.

Aon is in the business of better decisions.

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:

  • End-to-end account management of an existing portfolio of Commercial clients
  • Servicing, sales, and client administration responsibilities for your portfolio
  • Build strong relationships with clients as well as internal and external stakeholders
  • Proactively engage with clients around their risks and insurance policies
  • Respond to day-to-day queries from clients, including management of claims
  • Process renewals, endorsements, Certificates of Currencies, invoicing

Skills and experience that will lead to success:

Our ideal candidate will relate to the following:

  • The ability to build strong client relationships
  • Outstanding communication
  • Experience in a similar role or within the insurance/financial services industry (highly regarded)
  • Comfortable growing an existing Client portfolio
  • Attention to detail
  • Thrives in a learning & growth environment
  • Tier 1 Qualification (Insurance Broking)
  • Basic insurance technical skills (highly regarded)

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.

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

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.

#Aoncareers

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