Client Executive - Insurance
Client Executive - Insurance

Client Executive - Insurance

Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Aon

At a Glance

  • Tasks: Manage and grow client relationships in a supportive, team-oriented environment.
  • Company: Join Affinity Insurance Brokers, a close-knit and high-performing team.
  • Benefits: Enjoy flexible hybrid work, comprehensive benefits, and two Global Wellbeing Days each year.
  • Other info: Embrace a culture of continuous learning and personal development.
  • Why this job: Make a real impact by delivering exceptional client service and driving growth.
  • Qualifications: Experience in insurance broking or underwriting with strong communication skills.

The predicted salary is between 30000 - 40000 £ per year.

Looking to grow your insurance career in a close‑knit, high‑performing team? Enjoy building long‑term client relationships while working in a supportive, collaborative environment? Join Affinity Insurance Brokers and help deliver better outcomes for our clients every day! This role is based in Cheltenham, VIC and is a hybrid position, offering flexibility to work both virtually and from our Cheltenham office, in line with our local smart working policy.

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 organisation, we are united through trust as one inclusive team and are passionate about helping our colleagues and clients succeed.

What the day will look like

As a Client Executive within our Personal Lines team, you’ll play a key role in managing and growing a portfolio while supporting senior leaders in a collaborative, team‑oriented environment. Responsibilities include:

  • Delivering high‑quality client service to support strong relationships and retention across a growing Personal Lines portfolio
  • Managing your own portfolio while contributing to shared team targets
  • Driving retention and growth against budgeted revenue targets
  • Supporting senior leaders and collaborating with colleagues on crossover business

How this opportunity is different

This is a rare opportunity to join a close‑knit and supportive team within Affinity Insurance Brokers, where collaboration and long‑term relationships truly matter. You’ll be supported by experienced leaders who actively invest in your development and encourage you to grow your expertise in Personal Lines.

Skills and experience that will lead to success

  • Experience in insurance broking or underwriting, ideally within Personal Lines
  • Strong client relationship and communication skills
  • Motivation to contribute to both individual and team success
  • Confidence working toward and exceeding performance goals
  • A proactive and professional approach

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. All colleagues enjoy two Global Wellbeing Days each year. Our continuous learning culture inspires and equips you to learn, share, and grow—helping you achieve your fullest potential. At Aon, you are more connected, more relevant, and more valued.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, or any other legally protected status. We are committed to fostering an inclusive workplace.

If you require accommodations during the application or interview process, please contact ReasonableAccommodations@Aon.com or your recruiter, and we will work with you to ensure a fair and equitable experience.

Client Executive - Insurance employer: Aon

At Affinity Insurance Brokers, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that prioritises employee growth and wellbeing. Located in Cheltenham, VIC, our hybrid work model offers flexibility while our close-knit team environment ensures you are valued and empowered to build long-term client relationships. With a commitment to continuous learning and inclusivity, we provide the perfect platform for you to thrive in your insurance career.
Aon

Contact Detail:

Aon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Executive - Insurance

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry, especially those who work at Affinity Insurance Brokers. A friendly chat can open doors and give you insider info about the company culture and what they really value in a Client Executive.

✨Tip Number 2

Prepare for the interview by researching common questions for Client Executives. Think about how your experience in insurance broking or underwriting aligns with their needs. We want you to showcase your strong client relationship skills and how you can contribute to team success!

✨Tip Number 3

Show your enthusiasm for collaboration! During interviews, highlight examples of how you've worked well in teams before. Affinity values a supportive environment, so let them know you're all about building long-term relationships and driving team success.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a close-knit team that’s passionate about helping clients succeed every day.

We think you need these skills to ace Client Executive - Insurance

Client Relationship Management
Communication Skills
Insurance Broking
Underwriting
Portfolio Management
Team Collaboration
Performance Goal Orientation
Proactive Approach
Motivation for Team Success
Attention to Detail
Adaptability
Customer Service Excellence

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Client Executive role. Highlight your experience in insurance broking or underwriting, especially within Personal Lines, to show us you’re the right fit for our team.

Showcase Your Communication Skills: Since strong client relationships are key, use your application to demonstrate your communication skills. Share examples of how you've built and maintained relationships in previous roles to give us a glimpse of your approach.

Highlight Team Collaboration: We love a team player! Mention any experiences where you’ve worked collaboratively with others to achieve goals. This will help us see how you can contribute to our close-knit team at Affinity Insurance Brokers.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at Aon

✨Know Your Stuff

Before the interview, make sure you brush up on your knowledge of insurance broking and underwriting, especially in Personal Lines. Familiarise yourself with common terms and recent trends in the industry. This will not only help you answer questions confidently but also show your genuine interest in the role.

✨Showcase Your Relationship Skills

Since this role focuses heavily on building long-term client relationships, prepare examples from your past experiences where you've successfully managed client interactions. Think about how you resolved issues or enhanced client satisfaction, as these stories will resonate well with the interviewers.

✨Be Team-Oriented

Affinity Insurance Brokers values collaboration, so be ready to discuss how you work within a team. Share instances where you contributed to team goals or supported colleagues. Highlighting your ability to work well with others will align perfectly with their team-oriented culture.

✨Ask Thoughtful Questions

Prepare some insightful questions to ask at the end of your interview. Inquire about the team's dynamics, the company's approach to professional development, or how they measure success in the Client Executive role. This shows that you're not just interested in the job, but also in how you can grow within the company.

Client Executive - Insurance
Aon

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