Vice President, Senior Broker & Technical Specialist – Financial Services Group

Aon; Calgary; On-site; CAD 120,000 - 180,000; Full time

Job summary

Aon is seeking a Senior Broker & Technical Specialist to join its Financial Services Group in Canada. You will analyze client risk exposures, develop tailored insurance program strategies focused on executive and financial lines, and lead negotiations with underwriters.

You will present analyses, advise on policy wordings, and build strong insurer relationships. You will collaborate with account managers and brokers to deliver optimal coverage, terms, and premiums while guiding clients through

Qualifications

• 7–10 years’ experience in the insurance industry with D&O and related financial lines.
• Proven ability to review and negotiate complex contracts and endorsements.
• Experience working with legal, claims or technical teams is a strong asset.
• Possession of a valid RIBO licence or plan to obtain within 3 months of joining.
• Excellent written and verbal communication, able to explain technical information clearly.
• Strong analytical skills and attention to detail with contractual language.
• A background in law, claims, compliance or finance is an asset.
• Proven ability to build and maintain client and underwriter relationships.

Responsibilities

• Analyze clients’ risk exposures to establish and implement tailored insurance program strategies for executive and financial lines
• Prepare renewal proposals and support the team in securing new business
• Negotiate with underwriters to secure best terms and coverage breadth
• Follow up with insurers to ensure wordings reflect negotiated terms
• Review and approve documentation for contracts and policy changes
• Stay up to date on market conditions and legal developments as a technical resource
• Present technical analyses and coverage recommendations in meetings with clients and prospects
• Build strong relationships with insurers’ technical specialists to secure optimal wordings and premiums
• Provide guidance on coverage interpretation, claims scenarios and contract implications
• Develop standard methodologies and technical guidance for executive risk wordings
• Collaborate with account managers and brokers to deliver informed solutions

Skills

D&O insurance

Executive risk

Financial lines

Contract negotiation

Policy wording

Communication

Relationship building

Analytical skills

RIBO licence

Education

Insurance/Legal/Finance background

Job description

Do you enjoy combining collaboration and technical expertise? Meeting with clients one day and deep diving into policy wording the next? Are you the person who likes dissecting policy language, debating the "fine print," and making sure every clause works in the client’s best interest? Do you want to be the broker at the table and the go‑to technical expert others rely on for answers? If so, the Senior Broker & Technical Specialist opportunity within Aon’s Financial Services Group could be your next move.

Thus role is open to candidates located in any Canadian city with an Aon office.

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

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 team and are passionate about helping colleagues and clients succeed.

What Your Day-to-day Will Look Like

• Analyze clients’ specific risk exposures to establish and implement tailored insurance program strategies, with a particular focus on executive and financial lines risks
• Prepare and present renewal proposals and support the team in securing new business
• Negotiate with underwriters to secure the best terms and conditions, regarding premiums and breadth of coverage
• Follow up with insurers to ensure that the negotiated terms and conditions are adequately captured in the policy wordings
• Review and approve documentation for new contracts, policy changes, additions and deletions
• Stay up to date on market conditions and legal developments to act as a technical resource to the Financial Services Group on policy wordings and coverage structures
• Review, compare and refine complex insurance contracts and endorsements to ensure accuracy, consistency and cohesion across programs, and in line with market standards
• Serve as the key liaison with insurers’ technical specialists to negotiate terms and conditions, identify and remedy coverage discrepancies and approval final wordings
• Provide guidance to colleagues on coverage interpretation, claims scenarios and contract implications
• Develop, maintain and share standard methodologies, templates and technical guidance relating executive risk wordings
• Build and maintain strong relationships within the underwriting and technical specialist community to secure optimal premiums, coverage and wordings for Aon clients
• Participate in client and prospect meetings, including presenting technical analyses and coverage recommendations on insurance program structure, and highlighting coverage nuances
• Other related tasks, as needed

How This Opportunity Is Different

As a Senior Broker & Technical Specialist, you will be part of Aon’s national Financial Services Group. You’ll be supported in your development through training, collaboration, and mentorship, and you’ll work closely with account managers and other brokers, acting both as a placement lead and as a trusted technical advisor.

Your work will have a significant impact on clients’ risk transfer strategies, particularly in relation to their executive risks, which may include directors’ and officers’ liability, fiduciary liability (pension plan), employment practices liability, fidelity/crime, and other financial lines solutions. In addition to broking, you will be the "go‑to" person on policy wording, technical issues, and complex contract reviews, and act as a key point of contact for insurers’ technical specialists.

Skills And Experience That Will Lead To Success

• Minimum of 7–10 years’ experience in the insurance industry, with meaningful experience in Directors & Officers (D&O) and related financial lines (e.g., EPL, fiduciary, crime, professional liability)
• Demonstrated expertise in reviewing and negotiating complex insurance contracts and endorsements
• Experience working closely with legal, claims or technical teams (either in a law firm, insurer, broker, or large corporate/financial institution) is a strong asset
• Possession of a valid RIBO licence or other applicable licence, or a clear intention to obtain it within 3 months of joining
• Excellent written and verbal communication skills, with the ability to convey complex technical information clearly and professionally to both internal and external stakeholders
• Strong analytical skills, attention to detail and a high degree of comfort working with detailed legal and contractual language
• A background in law, claims, compliance or finance in the financial services space is considered a significant asset
• Proven ability to build and maintain strong relationships with clients, colleagues and underwriting/technical counterparts at insurers

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.