National Portfolio Director

4 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $200,000
Senior Leadership Position

This is a senior leadership role within our Specialty Solutions segment, responsible for shaping and driving the strategic direction of the Financial Institutions & Professions portfolio across Australia.

The successful candidate will be an experienced Financial Lines broker with exemplary leadership skills, able to develop and embed the Financial Services Group (FSG) business strategy, including cross-sell initiatives across solution lines.

  • Develop and embed the FSG business strategy, including cross-sell initiatives across solution lines
  • Identify and pursue new business opportunities, lead tender responses and proposals, and contribute to the growth and retention of Aon's FI&P portfolio
  • Leverage Aon's proprietary data and analytics to articulate competitive advantage and drive client acquisition
  • Drive innovation by anticipating client needs and market dynamics, identifying opportunities for product development and market expansion
  • Provide expert advice on insurance coverage, claims, emerging risks and regulatory changes affecting financial and professional sectors
  • Maintain strategic relationships with insurers and underwriters, staying abreast of market trends, capacity shifts and product innovation
  • Monitor and interpret industry trends, competitor activity and regulatory developments, disseminate insights to internal and external stakeholders
  • Represent Aon at industry forums and speaking engagements to elevate brand visibility and thought leadership in the FI&P space
  • Build trusted relationships across the business, fostering collaboration and alignment with Aon United culture
  • Lead a high-performing team through coaching, performance management and career development planning
  • Manage P&L and margin performance, ensuring alignment with financial goals and strategic targets
  • Lead and support operational changes resulting from restructuring activities, embedding agile practices and modern tools to enhance efficiency.

The ideal candidate will possess:

  • 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
  • An in-depth level of understanding of client profitability
  • An inclusive leader with demonstrated success in building, leading and inspiring teams to achieve continued success
  • Proven experience dealing with senior-level client relationships
  • Excellent cross-selling abilities
  • A keen entrepreneurial spirit and flair for business development
  • Excellent oral and written communication skills
  • Qualifications in accordance with the Financial Services Reform Act (minimum Tier 1 Broking Compliance)

We offer a comprehensive benefits package and encourage a diverse workforce. Our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on

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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