Client Executive - Real Estate

• Join an engaged, collaborative & hard-working team helping Real Estate clients deal with insurance and growing new business
• This is a diverse, fun, forward thinking team that offers training, opportunity, and career growth!
• Aon offers hybrid working, open to applicants across Parramatta NSW 

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

You will focus on supporting a team who are educating clients on risk and insurance products, submitting, and brokering business, presenting, and closing opportunities and servicing accounts. Key responsibilities will include –

• Manage a Real Estate Insurance portfolio transacted through new Affinity digital platform
• Achieve personal and team revenue targets within identified markets - working to clear KPI’s and targets across Acquisition and Retention
• Research the market to develop a good understanding of client needs, industry risk and business environment
• Negotiate new & renewal terms with internal and external underwritings
• Partner with stakeholders and colleagues across the business to exceed client expectations
• Multi-tasking whilst navigating a range of technologies
• Collaborating and sharing knowledge with colleagues across the team and business
• Work within company policy, compliance, laws and regulations
• Participate in training and coaching sessions to develop technical knowledge
• Support all aspects of the workload of high volume quotation inbound/outbound calls, email and Salesforce leads
• Run high volume of quotation inbound/outbound calls and email leads
• Interface with prospects through several channels, such as Salesforce Software, and inbound and outbound phone calls
• Work within company policy, compliance, laws and regulations

How this opportunity is different

You will be onboarded and coached by a team of expert professionals. You will be on a pathway to achieving excellence in sales and will access a range of programs to enhance your product and business knowledge. You will have multiple opportunities to develop your Aon IQ and broaden your knowledge of the business.

You enjoy working in a fast-paced team-based environment, grasping new technologies, remaining positive whilst delivering exceptional customer service. You will receive a competitive salary and access to bonuses.

Skills and experience that will lead to success

• Experience across Insurance Broking, ideally with Financial Lines or Real Estate
• Experience operating in a sales environment achieving clear targets and KPI’s
• Experience in Insurance and Claims OR in Financial Services servicing large client volumes
• Strong verbal, written and interpersonal communication skills
• Ability to solve problems creatively and show initiative
• Analyse information and data, to identify opportunities and prioritize
• Possess a zest for learning and ability to make sense of information and learn systems and technologies at speed.
• Sales mindset and ability to make a connection with clients (Sales)
• Experience using software programs or systems that might include Salesforce, CRM, MS Excel and Outlook (training in Salesforce will be provided).
• Tier 1 accreditation / Insurance Broking qualifications is desirable, enrolment into Tier 1 can be arranged on commencement

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

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