Commercial Account Executive and Team Leader

Aon · Montréal

Apply on the company website

Job Title: Commercial Insurance Account Executive and Team Leader

Role Type: Existing Vacancy

Are you looking for an opportunity to develop your account management and relationship-building skills in the insurance industry in a Team Leader role? Do you enjoy acquiring new clients and growing your existing client portfolio? This opportunity could be yours!

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.

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

As a Commercial Insurance Account Executive:

• Provide insurance advice and guidance to Affinity and commercial clients
• Identify clients’ specific risks and develop and present innovative coverage solutions to support the growth objectives of existing and new business.
• Analyze clients’ specific risks and detail coverage requirements. Prepare and present marketing proposals for renewals and new business.
• Consult with underwriters to obtain the best possible premium and coverage terms (where applicable).
• Approve documentation for new contracts, policy changes, additions, deletions, and renewals.
• Build contacts and cultivate relationships within the underwriting community to secure the most favourable rates and coverages for Aon’s clients.
• Develop coverage strategies and marketing initiatives related to renewals as well as potential business.
• Obtain new business through existing clients, client referrals, targeted campaigns, and the Aon client network and place it with the appropriate insurance markets.
• Respond to client requests by phone or email.
• Provide guidance when a claim is reported or requested.
• Other related tasks as required.

As a Team Leader:

• Support the unit manager in their duties.
• Lead a team of commercial Account Managers
• Conduct annual performance reviews and quarterly check‑ins.
• Respond to questions and requests from team members.
• Maintain relationships with insurers to understand their service offerings, new products, etc.
• Organize monthly or bi‑monthly team meetings.
• Participate in setting objectives and finding innovative ways to achieve them.
• Address client complaints as needed.
• Assist team members with client relationships, when required.

How this opportunity is different

Joining a global organization also offers opportunities for career growth, cross‑training, and participation in local, national, and global projects, with the possibility of contributing to innovative solutions across all product and service lines.

Skills and experience that will lead to success

• Five (5) or more years of relevant experience in commercial property and casualty insurance.
• AMF licence in commercial insurance 
• French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• Strong interpersonal and collaboration skills.
• Demonstrated exceptional customer service.
• Proficiency with MS Office software.
• DEC in a related field or equivalent years of experience in a related industry.
• Knowledge of the Epic management system is an asset.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

#LI-AM3

More jobs at Aon · Sales & Business Development jobs in Montreal