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Client Manager
2 months ago
This is a client management and financial lines broking role that is both industry-specific and part of the broader Financial Services Group National team. The role is both strategic and client-focused, requiring a strong understanding of the financial services industry and the ability to build and maintain relationships with key clients.
Key Responsibilities- Support the Head of Fintech and Digital Economy in executing strategic growth activities within the dedicated industry practice group.
- Contribute to the overall Financial Services Group National strategy.
- Manage a portfolio of financial institutions, technology, and mid-market complex placements.
- Collaborate with the Client Director and Industry Practice Group members to enhance the client experience and grow the industry portfolio.
- Support segment and industry practice group strategies alongside the National leadership team.
- Support the Client Director in delivering a client-centric, cross-solution line approach to servicing clients.
- Work alongside key stakeholders to contribute to the strategic direction of Aon's Fintech and Digital Economy portfolio.
- Support and mentor junior team and industry practice group members.
- Design and implement appropriate servicing and risk management solutions.
- Identify revenue enhancement opportunities within the designated portfolio.
- Continual business development within new and existing accounts to cross-sell the full spectrum of Aon services.
- Provide market insights and placement strategies to clients and colleagues.
- Manage essential interface with Client Service Support, Claims, and Broking teams.
Aon is a leading global professional services firm that provides a comprehensive range of risk, retirement, and health solutions. We are committed to helping our clients make better decisions and achieve their goals. As a member of our team, you will have the opportunity to work with a diverse range of clients and colleagues, and to develop your skills and expertise in a dynamic and supportive environment.
Requirements- Financial Lines broking or underwriting background.
- Experience managing your own client portfolio or ability to demonstrate consultancy capabilities.
- First-class communication, report writing, and presentation skills.
- An innovative and collaborative approach, with a team player attitude.
- A strong proactive, resourceful, and persistent approach to business development.
- Drive and passion to succeed and develop as an individual.
- Tier 1 compliance.
- Fintech and Technology financial lines placement experience is strongly preferred.
