CPG Account Executive

Job summary

The Account Executive will manage a portfolio of commercial insurance accounts by providing client service, analyzing risk exposure, and handling policy renewals. They will also act as a liaison between clients and insurers while proactively selling and cross-selling insurance products.

Job details

CPG Account Executive Role Type: Existing vacancy Ready to grow your commercial insurance career while delivering outstanding client service? Aon is looking for a CPG Account Executive to join our team in Burlington, ON. If you thrive in a client-focused environment and enjoy building lasting relationships, we'd love to hear from you! 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. The salary range for this position is CAD $64,515 – CAD $85,000. The actual salary will vary based on applicant’s education, experience, skills and abilities, as well as internal equity. The salary may also be adjusted based on applicant’s geographic location. Aon also offers you a generous incentive earning opportunity and a comprehensive benefits package. 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 key member of the CPG team, you will act as a trusted partner to clients, insurers, and internal customers while leading all aspects of a collection of commercial insurance accounts. Distinctive Client Value Serving as an integral part of the CPG Team, provides all levels of client contact on assigned accounts Servicing existing programs and responding to new business inquiries Analyzing and defining the risk exposure and coverage for assigned accounts and new business Providing continuing service to existing clients, renewal of policy documents, submissions, proposals and advice on policy changes Acting as a liaison between client, insurers and Aon branches, handling questions and general inquiries and preparing all related correspondence Proactively sell and cross‑sell insurance products to achieve individual and team sales Operational Excellence Managing all information needed to take an application, prepare quotations, calculate premiums, bind coverage, and oversee billing processes Assisting with correspondence, client insurance summaries, promotional material, reports and presentations Contact underwriters and negotiating the best terms and conditions, premiums and coverage Processing related information/documentation in Xpress & Epic systems Performing other duties as assigned. How this opportunity is different At Aon, you will be part of a global organization that combines industry expertise, innovative thinking, and deep market knowledge to help clients address complex challenges. You'll have the opportunity to collaborate with experienced professionals, build meaningful client relationships, and advance your career within a leading professional services firm. Skills and experience that will lead to success RIBO licence required CAIB and/or CIP designation (or actively working toward completion) is considered an asset 3+ years of commercial insurance experience managing a portfolio of commercial clients Strong customer service and relationship management skills Professional presence with sound business insight Excellent verbal, written, and presentation skills Knowledge of commercial insurance products and services Strong collaboration and teamwork abilities Proven organizational skills with the ability to manage multiple priorities and deadlines Proficiency with AI-enabled technologies, including Microsoft Copilot, and the ability to bring to bear digital tools effectively in the workplace 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-HYBRID #LI-NA1 2586939

What you’ll do

The Account Executive will manage a portfolio of commercial insurance accounts by providing client service, analyzing risk exposure, and handling policy renewals. They will also act as a liaison between clients and insurers while proactively selling and cross-selling insurance products.

Requirements

Candidates must have at least 3 years of commercial insurance experience and hold a valid RIBO licence. A CAIB or CIP designation is considered an asset for this role.

Benefits

• Comprehensive benefits package
• Incentive earning opportunity

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• written communication · Preferred
• Sales · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Client relationship management
• Risk exposure analysis
• Policy renewal
• Sales
• Cross-selling
• Underwriter negotiation
• Microsoft Copilot
• Customer service
• Presentation skills
• Verbal communication
• Written communication
• Organizational skills
• Teamwork
• Business insight
• Promotional Materials
• Epic EMR
• Relationship Management
• Organizational Skills
• Artificial Intelligence
• Underwriting
• Billing
• Calculations
• Customer Service
• Innovation
• Operational Excellence
• Presentations
• Writing
• Collaboration
• Collections

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Account Executive
• Account Executive (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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