Broker I - Fort Washington, Pa

Aon is looking for a Client Facing Broker I with specific D&O/EPL experience in Fort Washington, PA

This is a hybrid role working some from our Fort Washington, PA office

POSITION SUMMARY:

The Client Facing Broker will be dedicated to Management Liability (Directors & Officers), EPL, Fiduciary, and Crime broking of both new business and renewals for our regional/national accounting firm clients. The role will be focused on working with team account executives, insurance carriers, and clients. Our client base is centered around regional and national accounting firms across the country with some consulting and non-traditional practice firms. Products handled by the team include Professional Liability, Cyber Liability, Management Liability, Employment Practices, Crime, Fiduciary and K&R and others as needed. Development in the role would progress to opportunities from handling the placement and negotiations, to building relationships with the markets, maintaining and developing an expertise around the exposure, the markets and the accounting profession, to helping clients understand the terms and risk mitigation. This role includes collaboration around delivering innovative insurance and risk management solutions to accounting firm prospects and clients and working with other Aon units to deliver the best of Aon United.

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 team and we are passionate about helping our colleagues and clients succeed.

Job Responsibilities include but are not limited to:

• Handle all aspects of the broking for the team accounts for ML, EPL, Fiduciary and Crime
• Cultivate relationships with existing carriers and develop new relationships with other markets in this space
• Support development of new business through research, analysis, and coordination with the Account Executive
• Influence client purchasing decisions, through knowledge of available options, and development of presentations tailored to the needs of the firm
• Drive growth on existing and new clients through participating in the development and aide in the execution of a strategic sales plan
• Provide policy and services analysis, in order to help both negotiate terms and explain terms to clients and prospects
• As requested, participate in client meetings and conferences to strengthen relationships and influence sales.
• Effectively secure quotes, binders and policies and seek corrections from underwriters
• Maintain accurate records of contacts utilizing required account management software/ spreadsheets
• Develop benchmarking for limits, retentions, and other areas
• Maintain and develop acumen around the products and the markets
• Contribute to team member's technical knowledge and business acumen while fostering team spirit, individual challenge and personal development of team members.
• Demonstrate a broad understanding of insurance policy coverages, their applicability, various exclusions, and basics of program design. The ability to understand the structure and content of insurance contracts is essential.
• Compile Renewal Strategy document inclusive of prior year's renewal highlights, program overview, benchmarking and analytics, current market update, timeline and ensure it is tailored to the specifics of that client's industry and exposure
• Remain current and develops expertise in assigned industry or market area, Aon's scope of resources and capabilities, and competitive economic environment.
• Engage in structured continuing education.
• Understand the causes of E&O and avoid and adopt practices to reduce exposure
• P&C License will be required to be obtained within 6 months of employment
• Air Travel as needed, but local travel in Philadelphia and New York to meet with markets is required

Skills and experience that will lead to success

Required Experience:

• 5+ years of experience in relationship management with face-to-face client experience
• 5+ years of experience in insurance (Director & Officers and EPL preferred)
• Strong communication (verbal/written) and presentation skills
• Strong project management skills with the ability to multi-task
• Exceptional interpersonal skills ultimately capable of interacting with major prospects / clients and cultivating strong relationships with our customers, their employees, insurers and other third parties to the company's long-term benefits.
• Entrepreneurial attitude where accountability for profitability and satisfaction is second nature.
• Manages time effectively through strong organization, multi-tasking, time management and project management skills.
• Works independently as a self-starter committed to delivering the highest in customer service, quality and results.
• Analyzes information to help make sound business decisions.
• Anticipates problems and works proactively to solve them through creative thinking and team networking. Embraces change in support of the business units and company's goals.
• Proficient in PC applications such as Excel, Word, PowerPoint

Preferred Experience:

• P&C agent's license preferredbut will be required within 6 months of employment

Education:

Bachelors' degree from a four-year college or university

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

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

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. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

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 $100,000 to $125,000 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.

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.

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