Broker II

2 weeks ago

San Francisco, United States Aon Full time

Broker II - Broker Middle Market in Irvine, CA, Los Angeles, CA or San Francisco, CA

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting commercial risk. As a Broker, you will report directly to the Local Mid-Market Broking Leader. This is a hybrid role working from our Irvine CA, San Francisco, CA or Los Angeles, CA 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

The Broker is responsible for the management of a portfolio of middle market accounts, including the placement and service, as well as ensuring client results are maintained. This individual is accountable for acting as the representative for the local office or region on new business and renewal opportunities.

  • Collaborates with Account Executives and Producers in assigned region to develop coverage strategy and marketing initiatives for renewal and prospective business in the Middle Market segment.
  • In conjunction with other team members, prepare, review, and approve client-ready documentation, including proposals, analysis, comparisons, mid-term changes for new business opportunities and renewals.
  • Participate in client and prospect meetings.
  • Advise and execute on the placement of new and renewal P&C programs by crafting complete market submissions.
  • Help market submission and product design options to clients, Account Executives, and Producers.
  • Negotiate with underwriters to establish best terms and conditions with respect to premiums and coverage.
  • Develop and maintain positive relationships with carriers that write both Middle Market and upper Middle Market P&C business.
  • Provide leadership, mentoring, and direction to assist with the growth and development of Associate Brokers or other members of the broking support teams.
  • Present current trends and issues to interested parties internally and externally.
  • Drive utilization of all available technology throughout the broking process and client service process.
  • Adhere to the highest standards of professionalism and ethical behavior in all activities.

Skills and experience that will lead to success

  • Minimum 7+ years of relevant insurance P&C business experience.
  • Proven knowledge of Casualty (Workers Compensation, Commercial Auto, General Liability, Umbrella/Excess) and Property coverages.
  • An understanding of Middle Market P&C risks and carrier appetites.
  • Knowledge of Benchmarking and Loss Analysis.
  • Relationships with the carriers that write Middle Market P&C business.
  • Strong collaboration and communication skills.
  • Outstanding Microsoft Suite and presentation skills.

Education: Bachelor's degree or equivalent years of industry experience.

  • Property and Casualty Brokers License is required.

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.

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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