Client Director, Financial Institution & Professions

Client Director, Financial Institution & Professions

This is an exceptional opportunity to join a global leader, leveraging the strong brand to generate activity and to take on the responsibility for continued exponential growth across the Financial Services Group (FSG).

Client Director – Financial Institutions/Professions (FI & P)

The FSG FI & P team is responsible for the broking strategy and placement of financial lines business across the financial institutions and professions clients. You will be working closely with the Aon Financial Services Group Director and the FSG team to drive growth, manage client delivery and ongoing product development across this space.

This is a hybrid role with the flexibility to work both virtually and from our Aon Melbourne office.

What the day will look like

You will be responsible for:

• Proactively managing a portfolio of Financial Institutions/Professions clients, including the strategic management of client relationships at a senior level.
• Delivering a client-centric, cross-solution line approach to servicing clients.
• Maintaining strategic relationships with insurance carrier partners in all key markets and successfully negotiating appropriate risk transfer solutions based on individual client risk profile.
• Working in conjunction with key stakeholders to contribute to the strategic direction of Aon’s Financial Institutions/Professions portfolio.
• Monitoring and reviewing regulatory and case law developments and participating in the production of client advisory white papers.
• Participating in business development opportunities, including policy wording health-checks, technical and claims commentary in tenders and involvement in new business presentations.
• Participating in key speaking opportunities at industry events to raise awareness of Aon’s brand and capabilities in the Financial Institutions space.

Skills and experience that will lead to success

• Extensive experience within the Financial Lines Insurance market with a distinct focus on risk identification and risk transfer for Financial Institutions/Professions clients.
• Strong technical understanding of a broad range of Financial Lines Insurance products and risk solutions, including PI, D&O and Crime.
• A high level of understanding of client profitability.
• Excellent cross-selling abilities.
• A keen entrepreneurial spirit and flair for business development.
• Excellent oral and written communication skills.
• Demonstrated success in managing team relationships and senior-level client relationships.
• Qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance).

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognise that flexibility goes beyond just the place of work… and we are all for it. We call this Smart Working!

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

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