Personal Lines Insurance Broker at Aon Corporation | CA | Rezi

Personal Lines Insurance Broker at Aon Corporation

Personal Lines Insurance Broker

Aon Corporation · CA

2 days ago

Personal Lines Insurance Broker

Aon Corporation · CA

3 days ago
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About the Role

Communicate with clients via phone and email, provide insurance advice, and process client requests. Help drive sales and retention by supporting initiatives and upselling/cross-selling products. Comfortable working in a fast-paced environment with specific targets and building relationships with clients, colleagues, and industry professionals.

Responsibilities

  • Communicate with clients via incoming phone queue, outgoing phone requests, and email in an efficient and positive manner
  • Provide knowledgeable insurance advice to clients on current prices, coverage, and opportunities
  • Stay up to date with insurer market change and follow all insurer and Aon workflows to ensure accuracy and minimize E&O exposure
  • Advise and process client requests in insurer portals and our BMS ensuring all underwriting criteria is correct and the client informed to ensure mutually agreeable outcome
  • Help drive results by supporting and implementing initiatives that will increase sales and retention opportunities within the Personal Lines team
  • Upsell or cross-sell products/service to existing clients or new business prospects
  • Build relationships with prospective clients, colleagues, underwriters, and industry professionals

Requirements

  • Applicants must be legally authorized to work in Canada.
  • This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.
  • 2+ years’ experience in Home and Auto Personal Lines insurance with proven customer service success preferred
  • Demonstrated ability to manage time effectively and prioritize requests while maintaining a positive attitude
  • High level of organization, efficiency, and attention to detail
  • Excellent interpersonal and communication skills, both verbal and written
  • Proven ability to develop and deepen relationships with clients, colleagues, and insurer partners
  • Valid provincial license is a requirement
  • License for other provinces or open to take them is preferred

Skills

  • Insurance advice
  • Customer service
  • Time management
  • Organization
  • Efficiency
  • Attention to detail
  • Interpersonal skills
  • Communication skills (verbal and written)
  • Relationship building

Location

  • Canada

Work Type

  • Hybrid

Experience Level

  • 2+ years experience

Education Level

  • Post-secondary diploma or degree or a combination of education and equivalent years
  • Relevant certifications such as CIP and CAIB are assets

Salary/Compensations

  • $56,588 – $65,000

Benefits

  • Generous incentive earning opportunity
  • Comprehensive benefits package

About the Company

  • 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.