Senior Financial Services Broker — Hybrid Leadership

Aon plc; San Francisco (CA); Hybrid; USD 105,000 - 169,000; Full time

Benefits offered by this job

Life insurance

Vision insurance

Paid time off

Paid holidays

Sick time

Tuition assistance

401(k)

Job summary

Aon plc in California seeks an Assistant Vice President for the Financial Services Group (Broker II) to lead strategic risk management for large clients across private/nonprofit sectors. This hybrid role supports Chicago, New York, Los Angeles, or San Francisco offices, blending client leadership with broker responsibilities.

The role focuses on designing insurance programs, negotiating with carriers, managing client relationships, and guiding junior staff.

Qualifications

• Bachelor-level degree or equivalent years of industry experience.
• Proven experience in financial lines insurance brokerage or underwriting.
• Strong client-facing and relationship-building skills.

Responsibilities

• Assess client needs, design solutions and negotiate with carriers for best coverage.
• Develop and manage client relationships and account strategies for the book of business.
• Collaborate with team leaders, producers and account executives to meet client needs.
• Identify and analyze client exposures to develop risk treatment and placement strategies.
• Develop program coverage structures with clients and coordinate placement and servicing.
• Provide guidance to junior staff and contribute to policy development.

Skills

Client relationships

Negotiation

Insurance brokerage

Financial risk mgmt

Leadership

Communication

MS Office

Education

Bachelor's degree or equivalent years of industry experience

Tools

Microsoft Office Suite

Job description

Aon plc in California seeks an Assistant Vice President for the Financial Services Group (Broker II) to lead strategic risk management for large clients across private/nonprofit sectors. This hybrid role supports Chicago, New York, Los Angeles, or San Francisco offices, blending client leadership with broker responsibilities.

The role focuses on designing insurance programs, negotiating with carriers, managing client relationships, and guiding junior staff.