Personal Insurance Broker

Job title: Personal Insurance Broker

Company: Aon

Job description: Aon is looking for a Personal Insurance Broker

Job Responsibilities:

• Providing information to clients in response to inquiries on products
• Providing telephone coverage on the queue in a call-center type atmosphere
• Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities
• Analyzing customer inquiries by providing information on products/services
• Matching customer needs to insurance company’s products/services
• Meeting established sales and service targets
• Generating new business opportunities by recommending products/services where appropriate
• Up-selling or cross-selling products/services to existing clients
• Updating customer records on computer system
• Contacting other departments to obtain information requested by customers i.e. claims
• Resolving customer concern/complaints within authority limits
• Providing post sales customer service (i.e. policy changes)
• Reviewing coverage(s) and recommends changes as necessary
• Maintaining quality controls, checks work for accuracy
• Managing accounts receivable
• Processing documents, including customer letters and invoices (as needed or directed)
• Referring complex/difficult customer complaints/inquiries to team leader or supervisor
• Maintaining general knowledge and understanding of all personal property and auto insurance products/services
• Providing telephone coverage support (as directed)
• Leading by example by demonstrating and sharing with all lines of business the importance of best practice
• Other related duties and responsibilities as assigned

Required Experience:

• Minimum 2+ years of personal property and auto insurance experience required
• Experience working in an inbound and outbound call center type environment
• Ability to establish a rapport, assess and identify cross selling opportunities over the phone
• Excellent interpersonal, communication and presentation skills, both verbally and written
• Client focused and proven relationship building skills
• Ability to work collaboratively as a key member of a team and independently with minimum supervision
• Meticulous attention to detail, refined organizational skills and the ability to multi-task
• Proven ability to prioritize competing requirements and deadlines under pressure
• Must have outstanding computer skills and be proficient with the Microsoft Office Package

Preferred Experience:

• 3+ years of personal property and auto insurance is preferred
• Experience working with multiple insurers an asset
• Previous experience working in a high volume; production based environment an asset
• Functional knowledge of EPIC system is an asset

Education:

• Post-Secondary degree or a combination of education and equivalent years of industry experience
• Commitment to ongoing learning and professional development including insurance courses and certifications (i.e. Canadian Accredited Insurance Broker (CAIB) / Chartered Insurance Professional

We offer you

A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Our Colleague Experience:

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit .

About Aon:

(NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon’s employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Aon is committed to a diverse workforce as an Employment Equity employer (Women, People with Disabilities, Aboriginal Peoples, and Visible Minorities).

DISCLAIMER:
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

2487325

Expected salary:

Location: Edmonton, AB

Job date: Thu, 22 Apr 2021 06:59:02 GMT