Client Executive
2 weeks ago
Posting Description:
**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.
**#LI-DN1
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