Account Executive

Description:

Aon, a global leader in risk management, insurance brokerage, and human capital consulting, is hiring a Full-Time Account Executive – Private Clients for its Montreal or Quebec City office. This hybrid role is ideal for professionals with a strong background in private client insurance, especially those experienced in servicing High-Net-Worth (HNW) clients.

This position offers the opportunity to work with elite clientele, managing and growing a book of personal insurance business while leveraging Aon's extensive resources and reputation. As a critical member of Aon’s Private Risk Management team, you’ll serve as a key advisor, contributing to both retention and new business acquisition through strategic relationship management and consultative sales approaches.

Key Responsibilities:

Client Servicing:

• Analyze risk exposures specific to HNW individuals and recommend tailored insurance solutions.

• Deliver proactive, superior service to existing clients, ensuring continued satisfaction and retention.

• Cultivate strong relationships with underwriters to negotiate optimal coverage terms for clients.

• Stay updated on Aon’s resources and insurance products to effectively address client needs.

Business Development:

• Create and present customized proposals to attract new private clients.

• Collaborate with Aon colleagues across departments to identify new client opportunities.

• Represent Aon in the local community and professional circles to build brand presence.

• Maintain a robust pipeline by engaging with external centers of influence.

Strategic Contribution:

• Meet and exceed sales and retention targets aligned with Aon's national objectives.

• Assist in the development of a national training program for private client sales and service.

• Contribute to broader business strategies including support for the Family Office structure and long-term growth planning.

Qualifications:

• Education: University or College degree preferred; relevant industry experience considered equivalent.

• Licensing: AMF license is mandatory.

• Certifications: CIP, FCIP, or CAIB are assets (or in progress).

• Experience: At least 3 years in private risk management or personal lines brokerage.

• Technical Skills:

  • Proficient in MS Office (Word, Excel, Outlook).

  • Experience with "Epic" insurance software is considered an advantage.

Why Aon:

At Aon, you are part of a global team committed to making better decisions for its clients. You’ll join a diverse, inclusive, and forward-thinking culture where collaboration and personal development are emphasized.

Aon supports your wellbeing with:

• Comprehensive health and dental benefits

• Two Global Wellbeing Days annually

• Flexible work environment to support work/life balance

• Learning and growth opportunities through internal development platforms

• Commitment to diversity, equity, and inclusion at every level