Managing Director Aon M&A and Transaction Solutions

3 weeks ago

New York, United States Aon Full time

Aon Is looking for a Managing Director, Risk & Insurance Due Diligence in the New York region of Aon's M&A and Transaction Advisory Solutions practice.

We currently have an exciting career opportunity for an experienced P&C professional within our Transaction Advisory Services team. This role will be part of a global team delivering M&A services to Private Equity and Corporate clients. As a risk & insurance due diligence consultant, you will work closely with the New York diligence team and report into the Co-Head M&A Transaction Solutions, North America.

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

Job Responsibilities:

  • Lead due diligence projects of varying complexity.
  • Communicate internally with brokers, coverage / exposure experts, producers, client service team and M&A team members and collaborate to develop findings and solutions.
  • Communicate externally on daily basis as trusted advisor with private equity firms, target companies or their representatives.
  • Execute and deliver to clients accurate and professional due diligence reports.
  • Analyze and provide technical input on insurance coverage, claims history, insurance-related collateral, insurance-related financial expense, surety bonds and insurance sections of the draft purchase agreement.
  • Identify transaction issues and work with clients' other third-party advisors to develop resolution.
  • Collaborate with producers to build and maintain relationships with ongoing clients and convert due diligence targets to ongoing clients.
  • With proven credibility, be a mentor and thought leader within the M&A practice.
  • Communicate and capture the value that Aon brings even to the most challenging situations.
  • Prepare spreadsheets and analyze data.
  • Prepare proposals and make presentations to clients and prospects.
  • Provide mentorship and guidance to junior level due diligence team members.
  • Some travel required.

Skills and experience that will lead to success

Required Skills & Experience:

  • Property and Casualty insurance technical proficiency. Broad knowledge of specialty insurance including property, casualty, cyber, E&O, financial lines, environmental, group captives and other.
  • Financial - basic understanding of financial statements, accounting.
  • Project management - coordinate activities and information flow from a group of people within specified time frame.
  • Strategic and analytical skills - attention to detail but able to draw conclusions.
  • Strong communication skills (written and oral) - ability to communicate well and at the appropriate level with a wide range of people.
  • Ability to perform under stress / tight time frames.
  • Ability to develop relationships / build confidence of others (both internally and externally) based upon work performed.
  • Ability to work on multiple projects at one time.
  • Results oriented.
  • Proficiency with Word, Excel, Power Point.
  • Broker's license
  • 15+ years of insurance experience strongly preferred.

Preferred Experience:

  • CPCU a plus
  • MBA, CPA, or JD a plus

Education:

  • Bachelor's degree in related field

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. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

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.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $260,000 to $310,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

This position is eligible to participate in Aon's annual incentive plans in addition to base salary. The amount of any incentive varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with Company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

#LI-CB1

#LI-HYBRID

2551757

  • Vice President

    3 weeks ago

    New York, United States Aon Full time

    Aon M&A and Transaction Solutions (AMATS) Is Looking for a Vice President - Tax Insurance Broking As part of an industry-leading team, you will help empower results for our clients by supporting the tax insurance efforts of Aon across North America. This is a hybrid role with flexibility to work both virtually and from our New York City, San Francisco,...

  • Aon Inpoint Senior Specialist

    3 weeks ago

    New York, United States Aon Full time

    Aon is looking for a Senior Specialist, Strategic Engagement Aon Inpoint provides advisory services and strategic implementation support to Aon Inpoints clients, which include many of the most prestigious insurance companies in the Global Property, Casualty and Health & Benefit (re)insurance market. Through our consultative approach, we help our clients to...

  • Aon Inpoint Senior Specialist

    3 weeks ago

    New York, United States Aon Full time

    Aon is looking for a Senior Specialist, Strategic Engagement Aon Inpoint provides advisory services and strategic implementation support to Aon Inpoints clients, which include many of the most prestigious insurance companies in the Global Property, Casualty and Health & Benefit (re)insurance market. Through our consultative approach, we help our clients to...

  • Aon Inpoint Senior Specialist

    4 weeks ago

    New York, United States Aon Full time

    Aon is looking for a Senior Specialist, Strategic Engagement Aon Inpoint provides advisory services and strategic implementation support to Aon Inpoint's clients, which include many of the most prestigious insurance companies in the Global Property, Casualty and Health & Benefit (re)insurance market. Through our consultative approach, we help our clients to...

  • Vice President

    3 weeks ago

    New York, United States Aon Hewitt Full time

    Aon M&A and Transaction Solutions (AMATS) Is Looking for a Vice President – Tax Insurance Broking As part of an industry-leading team, you will help empower results for our clients by supporting the tax insurance efforts of Aon across North America. This is a hybrid role with flexibility to work both virtually and from our New York City, San Francisco,...

  • Senior Managing Director, New Business Treaty Production, Reinsurance Solutions Expert

    1 month ago

    New York, New York, United States Aon Full time

    Job Title: Senior Managing Director, New Business Treaty Production, Reinsurance SolutionsAon is seeking a seasoned business development professional to join our Reinsurance Team as a Senior Managing Director, New Business Treaty Production. This role will focus on producing new business, generating new client opportunities, and assisting in the development...

  • Vice President

    3 weeks ago

    New York, United States Aon Full time

    Aon M&A and Transaction Solutions (AMATS) Is Looking for a Vice President – Tax Insurance Broking As part of an industry-leading team, you will help empower results for our clients by supporting the tax insurance efforts of Aon across North America. This is a hybrid role with flexibility to work both virtually and from our New York City, San Francisco,...

  • Market Sales Leader

    3 weeks ago

    New York, United States Aon Full time

    Market Sales Leader - Health Solutions T his is a hybrid role with the flexibility to work both virtually and from our New York, NY office 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,...

  • Health Solutions Account Executive

    5 months ago

    New York, United States Aon Full time

    Are you intellectually curious with a passion to solve problems? Do you enjoy a flexible and collaborative, team-based environment where you are always learning and growing? If yes, Aon is the company for you!  Aon’s Health Solutions team helps clients strategically develop, implement, and manage their employee health and welfare programs. As part of an...

  • Insurance Broker

    2 weeks ago

    New York, United States Aon Full time

    Aon Is looking for an M&A Consultant within our M&A Transaction Advisory Services team. We currently have an exciting career opportunity for an experienced M&A Consultant within our Transaction Advisory Services team. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of...

  • Insurance Broker

    7 days ago

    New York, United States Aon Full time

    Aon Is looking for an M&A Consultant within our M&A Transaction Advisory Services team. We currently have an exciting career opportunity for an experienced M&A Consultant within our Transaction Advisory Services team. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of...

  • C Consultant

    7 days ago

    New York, United States Aon Full time

    Aon Is looking for a P&C Consultant, Aon Transaction Advisory Solutions in NYC We currently have an exciting career opportunity for an experienced P&C Consultant within our Transaction Advisory Services team. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our M&A...

  • C Consultant

    2 weeks ago

    New York, United States Aon Full time

    Aon Is looking for a P&C Consultant, Aon Transaction Advisory Solutions in NYC We currently have an exciting career opportunity for an experienced P&C Consultant within our Transaction Advisory Services team. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our M&A...

  • Health Solutions Account Executive

    1 month ago

    New York, New York, United States Aon Full time

    About the RoleAon is seeking a highly skilled and experienced Health Solutions Account Executive to join our team. As a key member of our Health Solutions team, you will play a critical role in helping clients develop, implement, and manage their employee health and welfare programs.Key ResponsibilitiesManage client relationships and ensure accurate...

  • Regional Sales Leader

    7 days ago

    New York, United States Aon Full time

    Regional Sales Leader This is an office-based role based in the New York City office. Aon is in the business of better decisionsAt 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...

  • Sales Leader

    2 weeks ago

    New York, United States Aon Full time

    Market Sales Leader - Health Solutions This is a hybrid role with the flexibility to work both virtually and from our New York, NY office 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...

  • Sales Leader

    7 days ago

    New York, United States Aon Full time

    Market Sales Leader - Health Solutions This is a hybrid role with the flexibility to work both virtually and from our New York, NY office 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...

  • Account Specialist Manager

    4 weeks ago

    New York, United States Aon Full time

    Are you a client service leader within the property casualty insurance segment who enjoys leading people and establishing relationships? This could be an outstanding role for you! We are hiring an Account Specialist Manager to work out of our New York City office four days a week. Aon is in the business of better decisions: At Aon, we shape decisions for...

  • Program Manager

    2 weeks ago

    New York, United States Aon Full time

    Aon is looking for a Risk Analytics L&D Program Manager!This is a virtual role! Information about the business:Aon is a leading global professional services firm providing a broad range of risk, retirement, and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that...

  • Program Manager

    7 days ago

    New York, United States Aon Full time

    Aon is looking for a Risk Analytics L&D Program Manager!This is a virtual role! Information about the business:Aon is a leading global professional services firm providing a broad range of risk, retirement, and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that...