Client Manager, Financial Institutions

1 week ago

Sydney, New South Wales, Australia Aon Corporation Full time

Posting Description:

  • Senior client relationship management role in the Financial Services Group department
  • Service a portfolio of clients through the delivery of Financial Lines Insurance solutions and consulting services
  • Full time permanent opportunity with flexible work arrangements


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 Manager(s) - 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 Client Directors and the FSG team to drive growth, manage client delivery and ongoing product development across this space.


These Client Manager roles has been created to maintain Aon's high service standards on this portfolio of financial institutions & professions accounts.

The goal is to further advance Aon's standing as the market-leader in the Professional & Financial Lines Insurance space.

This is a hybrid role with the flexibility to work both virtually and from our Aon Sydney/Melbourne/Brisbane offices.

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

You will be responsible for:

  • Managing key stakeholder relationships and enhancing the client experience
  • Attracting, retaining and growing clients; and designing appropriate servicing solutions
  • Working in conjunction with key stakeholders to contribute to the strategic direction of the Financial Institutions and Professions business
  • Working with our Client Service Support, Broking, Claims and the wider Aon Global network to deliver optimised outcomes for the client
  • Ensuring client and portfolio profitability is maintained
  • Mentoring and developing junior colleagues within the FI/Professions team
  • Maintaining strategic relationships with insurance carrier partners in all key markets and successfully negotiating appropriate risk transfer solutions based on individual client risk profile
  • Monitor and review of regulatory and case law developments and participation in the production of client advisory white papers and insurance market update papers
  • Participation in business development opportunities, including policy wording healthchecks, technical and claims commentary in tenders and involvement in new business presentations
  • Participation in industry events to raise awareness of Aon's brand and capabilities in the Financial Institutions space.

How this opportunity is different
As an Aon colleague, you will never be limited by your job title.

Instead, you will learn and grow alongside some of the most talented people in the business, who genuinely want you to be the best version of yourself.


We honestly believe that our culture is different, with authentic and inquisitive individuals who each bring something unique to our team.

Be you, be unique with us.

Skills and experience that will lead to success

  • Demonstration of extensive experience within the Financial Lines Insurance market, with a distinct focus on risk identification and risk transfer for Financial Institutions/Professions clients
  • The experience and capability of managing a portfolio of clients with excellent project management skills and prioritisation skills.
  • Strong technical understanding of a broad range of Financial Lines Insurance products and risk solutions, including PI, D&O and Crime.
  • Excellent cross selling abilities
  • Exceptional and proactive client relationship management capabilities, which includes attracting, retaining and growing clients
  • Strong negotiation and relationship building skills
  • Excellent oral and written communication skills
  • Ability to work collaboratively across teams
  • Relevant tertiary qualifications preferred
  • A high level of understanding of client profitability

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

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

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