Client Executive – Affinity Small Business

Job title: Client Executive – Affinity Small Business

Company: Aon


Job description: Posting Description:

• Join an engaged, collaborative & hard-working team helping existing Small Business clients with their insurance and growing new business

• Tier 1 accreditation essential | Fantastic career growth opportunities

• Aon offers hybrid working, open to applicants across Melbourne, Parramatta Sydney and Brisbane

Aon is in the business of better decisionsAt 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 likeYou 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 Small Business Insurance portfolio of new and existing clients
• 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 underwriters
• 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 quotations, inbound/outbound calls, emails and Salesforce leads
• Interface with prospects through several channels, such as Salesforce Software, and inbound and outbound phone calls

How this opportunity is differentYou 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.Skills and experience that will lead to success

• Experience across Insurance Broking
• Experience operating in a sales environment achieving clear targets and KPI’s

• Experience in Insurance and Claims OR in Financial Services servicing clients
• Strong verbal, written and interpersonal communication skills
• Ability to tackle problems creatively and show initiative
• Possess a zest for learning and ability to make sense of information and learn systems and technologies at speed.
• Sales attitude and ability to make a connection with clients (Sales)
• Tier 1 accreditation / Insurance Broking qualifications

How we support our colleaguesIn 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 onAon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.#LI-DN1 #LI-Hyrbid#AonAffinity #Insurance

Expected salary:

Location: Toowoomba, QLD

Job date: Wed, 23 Jul 2025 22:35:41 GMT

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