Senior Broker, CYFI

AON PLC; New York (NY); Hybrid; USD 89,000 - 115,000; Full time

Benefits offered by this job

401(k) with employer contributions

Employee stock purchase plan

Medical, dental, vision insurance

Paid time off & holidays

Long-term incentives (bonus)

Job summary

Aon PLC, in its Financial Services Group, seeks a Senior Broker to design and market strategic risk management solutions for global clients. The role involves negotiating with carriers, managing a book of business, and leading client relationships with minimal supervision.

The position is hybrid from our New York, NY office, requiring strong financial lines experience and broker licensing along with proficiency in MS Office. Aon offers a comprehensive benefits package and incentive opportunities.

Qualifications

• 2+ years of financial lines insurance brokerage and/or underwriting experience with a concentration on Directors & Officers Liability, Employment Practices, Fiduciary, Crime and Special Risk.
• Proven leadership skills in working with teams and ability to work with clients and to exceed client expectations.
• Client-facing skills including effective presentations & communications.
• Must maintain appropriate broker’s license.
• Proficient in the Microsoft Office suite of products.

Responsibilities

• Assess client needs, design solutions and negotiate with carriers to obtain coverage that serves client interests.
• Develop and manage client relationships, account strategies and insurance marketing activities for a book of business.
• Collaborate with Team Leaders, Producers, Account Executives and other client-facing members to deliver on client needs.
• Identify and analyze client exposures to develop risk treatment and placement strategies.
• Develop and execute client-structured insurance programs with agreed objectives.
• Inform on market trends, pricing practices and underwriting policies; contribute to policy development as needed.
• Provide guidance to junior staff and support team growth.
• Manage a personal book of business and assist in developing team members.

Skills

Attention to detail

Multi-tasking

Organizational skills

Leadership

Client-facing

Presentations

Communications

Team collaboration

Resource deployment

Interpersonal skills

Sales experience

Finance background

Broker license

MS Office

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Posting Description

Senior Broker, CIFI

Currently we have an exciting career opportunity for a Senior Broker within Aon Commercial Risk Solutions’ Financial Services Group ("FSG").

Are you ready to begin a new challenge and work with the best Insurance Professionals in the business? Then this just maybe the new opportunity you are looking for!

This Broker role is responsible for developing and implementing strategic risk management solutions for large, global clients. This includes the design, marketing and service management of insurance programs in numerous industry sectors. This individual should have proven peer market relationships and emerging senior market relationships.

This opportunity is a hybrid role to work from our New York, NY office.

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.

What the day will look like

• Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain coverage that is in a client’s best interests.
• Professional who develops and manages client relationships, account strategies and insurance marketing activities for book of business. Acts as the primary negotiator in obtaining the most effective insurance programs to address client needs.
• Works closely with Team Leaders, Producers, Account Executives and other client facing team members to understand and deliver on client’s needs.
• Identifies and analyzes client exposures with routine assistance of junior team members to develop effective client risk treatment and placement strategies.
• Obtains the most appropriate program coverage based upon client objectives by developing and executing, in conjunction with the client, an agreed upon structure and strategy.
• Serves as a source of information concerning market trends, pricing practices and other underwriting policies. May participate in development of department policies and procedures and implements them in assigned areas.
• Provides guidance to more junior staff
• Directs the overall development and growth of personal book of business and assists in the development of the team members. Capable of working on complex accounts with autonomy. Support team in the solicitation and servicing of clients and the broking of their insurance programs. Advising, placing and servicing mid-size accounts with minimal direct supervision for own portfolio of clients. Skilled evaluation and examination of insurance policies and assessment of needs are conducted with minimal direct supervision.

How this opportunity is different

The broker will be instrumental in the analysis of clients’ exposures to identify and mitigate risk as well as responsible for the coordination of the placement and day-to-day activities on accounts.

Skills and experience that will lead to success

• Attention to detail, ability to multi-task, exceptional organizational skills, ability to make and communicate difficult decisions.
• Minimum of 2+ years of financial lines insurance brokerage and/or underwriting experience with a concentration on Directors & Officers Liability, Employment Practices, Fiduciary, Crime and Special Risk.
• Solid understanding of carrier underwriting practices & processes.
• Validated leadership skills in working with teams and ability to work with clients and to successfully exceed client expectations.
• Confirmed client-facing skills including effective presentations & communications.
• Proven organization and capacity to collaborate effectively with others.
• Experience in resource deployment and utilization management.
• Strong interpersonal skills, with the ability to interact effectively at various levels.
• Successfully operates in a fast-paced driven environment that requires the ability to handle several tasks simultaneously.
• Sales experience preferred and finance background a plus.
• Must maintain appropriate broker’s license.
• Proficient in Microsoft Office suite of products.

Education: Bachelor’s degree required or equivalent years of proven experience.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $$88,780 - $115,460 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

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.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range reflected is based on a primary work location of New York. The actual salary may vary for applicants in a different geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus production incentives in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

• a 401(k) savings plan with employer contributions
• an employee stock purchase plan
• consideration for long-term incentive awards at Aon’s discretion
• medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance
• optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions
• Eligibility for benefits is governed by the applicable plan documents and policies.

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