Vice President, Financial Services Group - Private/Nonprofit

Aon; San Francisco (CA); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

401(k) plan

Stock purchase plan

Health insurance

Paid time off

Paid holidays

Commuter benefits

Tuition assistance

Job summary

Aon plc in San Francisco, CA, is seeking a Vice President/Broker II for the Financial Services Group. This hybrid role supports office locations in New York, Chicago, Los Angeles and San Francisco.

The role focuses on broker/underwriting leadership for D&O, EPL, fiduciary, crime, and KRE insurance, with strong emphasis on client solutions, renewal strategies, and cross-functional collaboration with Aon specialists.

Qualifications

• 5+ years in brokering, underwriting, and/or other executive liability experience.
• Strong experience using Microsoft Office Suite (Word, PowerPoint, Excel and Outlook).
• Clear and effective written and verbal expression.
• Property & Casualty license required within 6 months of hire date.
• Account Management - Advanced
• Insurance Strategies - Advanced
• Business Development - Experienced
• Customer Relationship Management (CRM) - Experienced
• Project Management - Experienced
• Report Writing - Experienced
• Retail Brokerage - Advanced
• Documentations - Experienced

Responsibilities

• Assess client needs, design coverage solutions and negotiate with carriers across D&O, EPL, crime, fiduciary and kidnap/ransom insurance.
• Build and present renewal strategies, program structures, market insights and contract recommendations.
• Use client analysis, underwriting and program diagnostics to improve coverage and identify opportunities.
• Manage relationships with clients, prospects, underwriters and internal Aon specialists.
• Deliver client presentations and partner with FSG claims and legal advocacy resources as needed.

Skills

Brokerage experience

Underwriting experience

Microsoft Office

CRM experience

Account management

Business development

Written & verbal comms

Education

Bachelor's degree

Property & Casualty license

Tools

PowerPoint

Excel

Outlook

CRM software

Job description

Vice President/Broker II – Financial Services Group – Private/Nonprofit

Currently we have an exciting career opportunity for a Vice President/Broker II (FSG) 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 opportunity is a hybrid role to work from our New York, NY; Chicago, IL; Los Angeles, CA; or San Francisco, CA 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

• Assess client needs, design coverage solutions and negotiate with carriers across D&O, EPL, crime, fiduciary and kidnap/ransom insurance.
• Build and present renewal strategies, program structures, market insights and contract recommendations.
• Use client analysis, underwriting and program diagnostics to improve coverage and identify opportunities.
• Manage relationships with clients, prospects, underwriters and internal Aon specialists.
• Deliver client presentations and partner with FSG claims and legal advocacy resources as needed.

How This Opportunity Is Different

The Financial Services Group (FSG) is Aon’s dedicated management liability insurance specialty practice with deep experience in directors’ and officers’ (D&O), employment practices liability (EPL), fiduciary, crime, and kidnap, ransom, and extortion (KRE). FSG works closely with Aon’s Cyber Solutions Cyber Broking team to deliver seamless advice and insurance placement across key financial lines, including errors and omissions (E&O). The FSG team comprises insurance professionals dedicated to serving the needs of our clients.

Required Experience

Skills and experience that will lead to success

• 5+ years in brokering, underwriting, and / or other relevant executive liability proven experience.
• Strong experience using Microsoft Office Suite (Word, PowerPoint, Excel and Outlook)
• Clear and effective written and verbal expression.
• Property & Casualty license required within 6 months of hire date.
• Account Management - Advanced
• Insurance Strategies - Advanced
• Business Development - Experienced
• Customer Relationship Management (CRM) - Experienced
• Project Management - Experienced
• Report Writing - Experienced
• Retail Brokerage - Advanced
• Documentations - Experienced

Optional Skills

• Market Research - Experienced
• Policy Development - Experienced
• Data Analysis - Experienced
• Process Improvements - Intermediate
• Financial Planning - Advanced

Education

A four-year college degree required or equivalent years of industry experience. Property & Casualty license required within 6 months of hire.

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.

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $120,000 - $200,000 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.

The salary range reflected is based on a primary work location of California. 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 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

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: 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.