Captive Client Leader

Aon
Burlington
Workplace: HybridFull timeUSD 150,000 - 200,000 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Judgment","Influence","Coaching","Learning agility"]

Lead strategic client engagement for a portfolio of captive clients as a principal relationship interface between clients and Aon. Own annual account planning, review stewardship and performance metrics, and coordinate with subject matter experts to deliver forward-looking recommendations. Orchestrate cross-functional teams across domiciles and Aon capabilities to improve client outcomes, strengthen relationships, and drive profitable growth, while coaching colleagues and maintaining governance and service delivery discipline.

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FursaFursa
Aon
Aon
20 hours ago

Captive Client Leader

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Last checked: 7 hours agoStatus: Live

Job Summary

Lead strategic client engagement for a portfolio of captive clients as a principal relationship interface between clients and Aon. Own annual account planning, review stewardship and performance metrics, and coordinate with subject matter experts to deliver forward-looking recommendations. Orchestrate cross-functional teams across domiciles and Aon capabilities to improve client outcomes, strengthen relationships, and drive profitable growth, while coaching colleagues and maintaining governance and service delivery discipline.
Location: Burlington
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Director level

Key Responsibilities

  • •Lead strategic client engagement for a portfolio of captive clients and serve as primary relationship lead for senior executives.
  • •Run annual account planning discussions aligned to client priorities, service requirements, and commercial objectives.
  • •Coordinate strategy check-ins with subject matter experts to provide market insight and forward-looking recommendations.
  • •Review stewardship reports, performance data, and service metrics to identify improvement opportunities and additional value creation.
  • •Orchestrate internal teams across domiciles and Aon businesses to deliver integrated client outcomes, including strengthening relationships and improving account profitability.

Pay and Benefits

Salary: USD 150,000 - 200,000 annually
Perks:401kEquityHealth InsuranceDentalVisionPaid LeavePaid HolidaysLife InsuranceTuition AssistanceCommuter BenefitsAdoption AssistanceLong-term Disability

Key Requirements

  • •Demonstrated advisory client engagement, building deep understanding of client priorities, challenges, and risk financing objectives as a trusted advisor.
  • •Strong strategic and commercial thinking to connect client strategies and opportunities with Aon capabilities to create measurable value and support profitable growth.
  • •Ability to orchestrate expertise across a matrixed organization, influencing without formal authority and aligning teams around shared client objectives.
  • •Track record owning client service delivery, managing service schedules and stewardship activity, and maintaining high execution and governance standards.
  • •Bachelor’s degree or equivalent experience in business, finance, risk management, or a related field.
Experience:InsuranceRisk managementCaptives
Education:Bachelor's
Skills:CommunicationJudgmentInfluenceCoachingLearning agility

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
Glassdoor
Glassdoor: 3.9
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