Captive Client Leader

Aon; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

Aon plc seeks a Captive Client Leader in the United States to drive high-impact client outcomes across captive clients, providing strategic guidance, performance insights, and access to broad Aon capabilities. This virtual role emphasizes advisory leadership and strong cross-functional coordination across global teams.

The role requires transforming complex data into clear client narratives, strengthening long-term partnerships, and guiding senior executives through risk financing strategies and

Qualifications

• Bachelor's degree or equivalent in business, finance, risk management, or related field.
• Ability to translate complex financial and risk information for clients.
• Experience advising senior client executives.

Responsibilities

• Lead strategic client engagement for a portfolio of captive clients, acting as the primary relationship lead for senior executives.
• Run annual account planning discussions aligned to client priorities, service requirements, and commercial objectives.
• Coordinate strategy check-ins with subject matter experts to provide external perspectives, market insight, and forward-looking recommendations.
• Review stewardship reports, performance data, and service metrics to find opportunities for improvement and value creation.
• Orchestrate internal teams across domiciles, Global Capability Centres, and wider Aon businesses to deliver integrated client outcomes.
• Translate technical, financial, and performance information into clear client narratives and actionable recommendations.
• Coach and support junior colleagues to strengthen client leadership capability and consistency of service delivery.

Skills

Advisory engagement

Strategic thinking

Matrix leadership

Delivery ownership

Executive communication

Ambiguity tolerance

Mentoring others

Education

Bachelor's degree

Job description

Captive Client Leader | Aon Captive & Insurance Management (ACIM)

Are you a client leader who turns strong relationships into long‑term strategic value? Do you thrive in complex client environments where success depends on judgment, influence, and cross‑functional collaboration? Join us to help clients make better captive and risk financing decisions! This is a virtual role with the flexibility to work virtually across the U.S. 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 we are passionate about helping our colleagues and clients succeed.

What the day will look like

This role exists to strengthen client outcomes through consultative captive leadership. As a Captive Client Services Director, you will act as the principal interface between captive clients and Aon , ensuring clients receive high‑quality service, strategic insight, and access to the right expertise across the business. You will help clients make better decisions about captive performance, risk financing strategy, and long‑term value creation.

Typical activities include:

• Leading strategic client engagement for a portfolio of captive clients, acting as the primary relationship lead for senior executives
• Running annual account planning discussions aligned to client priorities, service requirements, and commercial objectives
• Coordinating strategy check‑ins with subject matter experts to provide external perspectives, market insight, and forward‑looking recommendations
• Reviewing stewardship reports, performance data, and service metrics to find opportunities for improvement and additional value creation
• Orchestrating internal teams across domiciles, Global Capability Centres, and wider Aon businesses to deliver integrated client outcomes
• Finding opportunities to strengthen client relationships, improve account profitability, and expand relevant Aon services
• Translating technical, financial, and performance information into clear client narratives and actionable recommendations
• Coaching and supporting more junior colleagues to strengthen client leadership capability and consistency of service delivery
• Maintaining delivery discipline across service schedules, governance commitments, and regulatory requirements

How this opportunity is different

This role is differentiated by the level of client influence, strategic ownership, and cross‑functional coordination involved. You will operate as the central connector between captive clients and Aon , bringing together expertise from across the organization to support better client decisions and stronger long‑term partnerships. The role is shifting from transactional service delivery toward consultative client leadership. Success depends on your ability to deeply understand client priorities, proactively find opportunities, and build value through strategic conversations, insight‑led communication, and effective orchestration of Aon capabilities. You will help shape the future‑state client leadership model within ACIM, supporting a more proactive, data‑driven, and commercially focused approach to client engagement.

Skills and experience that will lead to success

• Demonstrated advisory client engagement, building deep understanding of client priorities, challenges, and risk financing objectives and operating as a trusted advisor
• Strong strategic and commercial thinking, connecting client strategies, commercial opportunities, and Aon capabilities to create measurable value and support profitable growth
• Confirmed ability to orchestrate expertise across a matrixed organization, influencing without formal authority and aligning teams around shared client objectives
• Track record of owning client service delivery, managing service schedules and stewardship activity, and maintaining high standards of execution and governance
• Excellent communication skills, with the ability to turn technical information, market insight, and performance data into compelling narratives for senior collaborators
• Comfort operating in ambiguous or evolving situations, with sound judgment, learning agility, and the ability to draw on specialist expertise when needed
• Experience leading, coaching, or mentoring colleagues to build capability and consistent client leadership standards across teams
• Bachelor's degree or equivalent experience in business, finance, risk management, or a related field.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well. Our continuous learning culture insp