Client Executive – DBI & Home Warranty (HIAIS)

We have an exciting opportunity for an insurance professional who is keen to grow their career in the Domestic Building Insurance (DBI) and Home Warranty space.

Who are Aon and HIA?

Our joint venture provides us with the unique opportunity to leverage the risk and insurance expertise of Aon, with the HIA's deep knowledge of the housing industry.

HIA is Australia’s only national building industry association, representing the interests of the housing industry at regional and national levels. Their extensive membership program for the last 70 years has supported residential builders, trade contractors, developers, design professionals and more.

What the day will look like

In this Client Executive role within the DBI & Home Warranty team, you will:

• Manage a portfolio of builder eligibility enquiries and applications coming through to HIAIS for BPC.

• Send checklists and application forms to clients and guide them through required documentation (e.g. financial statements, bank statements, tax returns).

• Analyse client submissions and prepare these for assessment by the insurer, ensuring full data accuracy.

• Read and interpret client financial information to help identify potential outcomes and provide clients with clear, practical guidance.

• Ensure all information submitted to the insurer is accurate, recognising that financial penalties can apply to HIAIS where information is incorrect, making attention to detail critical.

• Proactively engage with clients, asking thorough questions to understand their needs and provide suitable education on HIAIS products and services.

• Build strong rapport and ongoing relationships with clients as they move through the eligibility process, with the potential for them to become broader construction clients.

• Provide on‑the‑spot support to client queries, as well as managing multiple ongoing communications for more complex client needs.

• Respond to customer complaints in a professional, solutions‑focused manner.

• Work closely with your colleagues in a high‑volume, team-based environment, sharing workload and providing mutual support.

• Be responsible for credit control of client invoicing, including debt management, payment enquiries and settlements.

Skills and experience that will lead to success

This position will suit someone with the following skills and experience:

• Experience in a client service or case management role dealing with documentation, eligibility or approval processes – highly regarded.

• Strong relationship-building skills, particularly with small business or trade/constructor clients.

• Proven experience servicing customers and clients, with confidence communicating over the phone as well as via email.

• Comfortable using software programs and tools such as CRM systems and the Microsoft Office suite.

• Ability to manage high-volume work and multi‑task, while maintaining a high level of accuracy and attention to detail.

• Ability to quickly learn new processes, products and eligibility criteria, and apply them in practice.

• A proactive, team-oriented mindset – you take ownership, follow up with clients and collaborate closely with colleagues.

We can train you on the specific DBI / Home Warranty products, systems and processes – the priority is your behaviours and intangibles: accuracy, proactivity, learning agility, and strong communication.

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.

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.

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, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]