Managing Director, Professional Services Practice, Captives (New York)

What the day will look like

Managing Director, Account Executive and Team Leader responsible for delivering risk financing consulting and transactional insurance/reinsurance broking services to the largest and most complex Professional Service firms in the public accounting and management/technology consulting space. Growth oriented, revenue driven self‑starter who builds and strengthens relationships with both existing and new clients by delivering a desired client experience and enhanced value propositions. Strategically leads and develops the client service team, ensuring all clients’ needs are promptly and accurately satisfied; all deadlines are met on time; quality standards are maintained and projects are handled independently and creatively. Grasp and understand topics involving this specialty industry niche.

Major Responsibilities

• Identify, strategize and succeed in delivering growth opportunities.
• Lead and manage a team of specialty lines professionals.
• Coordinate actuarial, captive and other consulting services.
• Senior specialty product line responsibility for all assigned clients including communications, market interaction and related work product.
• Maintain senior level underwriting relationships; oversee all product line marketing and market relationships for the team.
• Oversee negotiations with underwriters on difficult and/or sophisticated renewals/new business opportunities; negotiate best possible price and capacity using knowledge, expertise, and market presence for desired cover.
• Prepare and negotiate fee‑based pricing of services, ensuring account profitability in a value‑based approach for the scope of service and costs associated with the client service agreement.
• Penetrate all product line offerings; understand the client, industry and risks and match them with Aon solutions.
• Possess strong influence across the Aon organization to align resources to best serve client needs; solve client’s most complex risk management challenges.
• Accountable for the development of new and existing business, delivering global service through network relationships, where applicable, including local Aon offices/producer network.
• Develop new client opportunities in the accounting, consulting and other professional service firm arena.
• Analyze the range of risk financing programs commercially available; perform coverage comparisons with brokers across all major lines of business.
• Secure existing business and drive the sale of additional services and coverages across solution lines; work at a strategic level to cultivate relationships with the client.
• Identify and generate new and penetration business opportunities across all solution lines; collaborate with producers on new business opportunities.
• Demonstrate a thorough understanding of Aon’s resources and capabilities; leverage the Aon network to achieve client risk objectives.
• Conduct periodic needs assessment of client’s business objectives and coordinate Aon resources to execute solutions.
• Remain current on all relevant industry data and introduce innovative ideas to help clients contemplate risk management with a new perspective.
• Frequent international travel required.

Skills and Experience

• Proven high revenue‑generating track record.
• Excellent communication and presentation skills.
• Strong technical insurance knowledge in specialty lines insurance.
• Strong client management and relationship skills.
• Strong project management skills.
• Strong analytical and problem‑solving skills.
• Strong interpersonal skills.
• Ability to manage, motivate and coach direct reports.
• Results oriented.

Education and Experience

• Bachelor’s degree required; actuarial or CFA designations will be considered; MBA or other graduate degree a plus; insurance licensing as required but not necessary.
• Minimum 15 years specialty insurance experience.
• Consider candidates with insurance and reinsurance broking, underwriting, actuarial, captive, or commercial insurance/reinsurance company and claims experience—preferably in professional, financial or management liability lines.
• Corporate risk management experience, especially in a professional services firm environment, will also be considered.

Benefits

Aon offers a comprehensive package of benefits for full‑time and regular part‑time colleagues, including 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; 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. The role does not accrue vacation; instead, eligible paid time off is taken at the discretion of the employee and management in accordance with company policy.

Salary

Salary range for this position (U.S. applicants): $250,000 to $325,000 annually. The actual salary will vary based on applicant’s education, experience, skills and abilities, and internal equity and market alignment. Position is eligible to participate in Aon’s annual incentive plans in addition to base salary; incentive amount varies and is subject to the terms and conditions of the applicable incentive plan.

Equal Employment Opportunity

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. For positions in San Francisco and Los Angeles, we will consider qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.