Senior Broker/Client Director - Financial Lines

Aon
Warsaw
Workplace: HybridFull timeFunction: Executive & General ManagementExperience: 6+ yearsSkills: ["Relationship building","Teamwork","Proactive problem-solving","Training facilitation","Communication"]

Own and grow a dedicated client portfolio within the Strategic Client Department for Financial Lines. Build and maintain relationships with client decision-makers and internal teams, analyze insurance needs, and proactively propose innovative insurance solutions. Negotiate insurance terms, prepare and compare quotes, make recommendations, and administer policies. Manage budgeting and forecasting, support clients on insurance requirements in contracts, and collaborate with insurers and Aon offices. Deliver internal and client training while handling correspondence, documentation, data, and reporting.

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FursaFursa
Aon
Aon
1 month ago

Senior Broker/Client Director - Financial Lines

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Own and grow a dedicated client portfolio within the Strategic Client Department for Financial Lines. Build and maintain relationships with client decision-makers and internal teams, analyze insurance needs, and proactively propose innovative insurance solutions. Negotiate insurance terms, prepare and compare quotes, make recommendations, and administer policies. Manage budgeting and forecasting, support clients on insurance requirements in contracts, and collaborate with insurers and Aon offices. Deliver internal and client training while handling correspondence, documentation, data, and reporting.
Location: Warsaw
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Manage and develop a dedicated client portfolio for Financial Lines.
  • •Build and maintain relationships with client decision-makers and client-side teams.
  • •Analyze clients’ insurance needs and proactively propose innovative insurance solutions to support client operations.
  • •Negotiate insurance terms, prepare and compare quote requests, recommend solutions, finalize insurance agreements, and administer policies.
  • •Create budgets and forecasts, support clients with insurance requirements in contracts, and provide training; handle correspondence, documentation, systems data, and reporting.

Pay and Benefits

Perks:Paid Leave

Key Requirements

  • •At least 6 years since passing the insurance broker exam, plus a commitment to pass the reinsurance broker exam within 1 year of employment.
  • •At least 6 years of professional experience in the insurance industry serving large clients.
  • •Experience handling Financial Lines insurance including D&O, Cyber, and PI.
  • •Ability to perform financial analysis sufficient to assess risk for D&O insurance.
  • •Fluency in English (speaking and writing) at B2/C1 level, including insurance terminology.
Experience:6+ yearsInsuranceFinancial linesClient portfolio management
Skills:Relationship buildingTeamworkProactive problem-solvingTraining facilitationCommunication
Languages:English

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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