Senior Client Sales Executive

• Insurance Broking career opportunity
• You will be joining a high performing collaborative and nurturing team environment
• Position will be based in Melbourne
• Hybrid role - work from home and the Aon office

Senior Client Service Executive | Affinity Health Corporate Solutions

We are seeking a Senior Client Service Executive who is responsible for handling and growing a portfolio of high-value clients, including corporate house accounts with a focus on the allied health and Association sectors. This dual focus role blends both new business development through lead conversion and proactive sales initiatives alongside the delivery of outstanding, comprehensive client service.

This position plays a pivotal role in developing deep client relationships, identifying and fulfilling whole of account needs (not limited to monoline offerings) and delivering tailored insurance and risk solutions to support long-term client value and retention.

What the day will look like – Key responsibilities

Your day will be busy adopting a client centric approach, which will be the key to your success!

Responsibilities:

• Respond to and triage inbound warm leads from marketing campaigns, referrals, digital channels and existing client networks.
• Qualify prospects and identify suitable insurance solutions in line with client needs and business appetite.
• Follow up on leads in a timely and professional manner to maximize conversion rates.
• Maintain accurate records of lead status, client interactions and opportunities using CRM tools. Ensure all advice and transactions meet compliance requirements, including record-keeping and disclosure obligations.
• Preparation of quotes, proposal and policy documentation in line with internal processes.
• Drive cross selling and upselling initiatives within existing portfolios.
• Handle a portfolio of high-net-worth and corporate clients, ensuring a high level of client satisfaction, retention and engagement.
• Deliver comprehensive risk management advice and insurance solutions tailored to the specific needs of the allied health sector.
• Act as a trusted advisor by understanding clients’ businesses in depth and proactively offering valued added insights and solutions.
• Represent the business professionally in client meetings, industry events and presentations where needed.
• Enhance the client experience through outstanding customer service.
• Ensure a smooth onboarding experience for new clients, collaborating with both internal and external partners where required.
• Act as a key contact for client queries, renewals, policy changes and coverage advice.
• Provide a high standard of service and professional advice throughout the sales process and policy lifecycle.
• Keep up to date with industry, product and legislative developments.

How this opportunity is different

As an Aon colleague, you will never be limited by your job title. Instead, you will learn and grow alongside some of the most dedicated people in the business, who genuinely want you to be the best version of yourself.

Work with a leadership team that listens and acts on feedback and be part of a culture of recognition where achievements are regularly celebrated.

Skills and experience that will lead to success

• Tier 1 accreditation or higher
• Demonstrated technical understanding of a broad range of insurance products – including financial lines.
• Ability to balance sales drive and service excellence.
• Initiative-taker who thrives on hitting targets and delivering results.
• Excellent attention to detail and time management.
• Comfortable working in a fast-paced environment with multiple priorities.
• Commercial acumen and a consultative mindset
• Strong interpersonal, negotiation and communication skills.
• Experience using Microsoft Office Package (Word, Excel, Outlook, PowerPoint) and Salesforce

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.

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 recognize 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.

How to apply:

Please submit your up-to-date Resume by clicking on the APPLY NOW option.

To learn more about the Aon please visit our careers site: www.aoncareers.com.au

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