Vice President, Professional Services Group

Account Executive/Broker II - (Specialty Lines) New York/Chicago (hybrid)

Manage day to day client service and brokerage activities for the team working with law firms. Collaborate with the Senior Vice‑President on complex Professional Liability, Employment Practices Liability, Management Liability, and Cyber (Specialty Lines) insurance placements; ensure all clients’ needs are promptly and accurately satisfied; ensure deadlines are met; maintain quality standards and handle projects independently and creatively. Grasp topics involving our specialty law‑firm niche.

Act on behalf of the SVP in their absence. Being able to work collaboratively as part of a team is vital. This is a hybrid role and will require you to work out of our New York City or Chicago, IL office on average 3 days a week.

• Day to day servicing activities for law firm clients.
• Maintain responsibility for renewal cycles of law firm clients’ Professional Liability insurance programs. Proactively coordinate renewal cycle to ensure all necessary steps are completed in a timely fashion. Prepare and/or check renewal invitation letters, application reviews, market submissions, terms reports, putting up the firm orders to various insurance companies, ensuring that coverage is bound prior to the effective date, and responding to client requests and inquiries.
• Review completed applications and underwriting submission materials prepared by Assistant Vice‑President (AVP) and Associate.
• Formulate strategy and prepare renewal documents including benchmarking information and contribute in renewal strategy discussions with client.
• Negotiate, prepare and check market quotes, binders and policy documentation.
• Ensure client, marketing and claims files are maintained in a timely fashion.
• Review and prepare wording comparisons, consolidated policy wordings, letters and reports under the direction of the SVP.
• Ensure all communications, both written and verbal, received from clients, insurers and other Aon offices are acknowledged promptly.
• Coordinate activities with other Aon offices to ensure smooth completion of all client and marketing activity.
• Responsible for broking to markets on placements, including marketing and development of renewal terms. Need for comprehensive understanding of Specialty Lines insurance coverage terms critical to broking to markets.
• Responsible for placing complex Specialty Lines Liability insurance towers in collaboration with SVP.
• Review insurance summaries prepared by team.
• Review client Insurance requirements, and other client risk and insurance issues and prepare responses.
• Willingness to travel as necessary.
• Check all data into the Client Information System (CIS), GRIP, and other various databases/systems.
• Maintain daily diary and outstanding list on the client renewal accounts.
• Prepare and develop sales documents, presentations and RFP responses to prospective new clients.
• Participate in practice building and business development activities as needed.

• Minimum 5 years Specialty Lines insurance experience.
• Relevant experience with Professional Liability, Employment Practices Liability, Management Liability, and Cyber Liability insurance experience with sophisticated professional service firms is an asset.
• Good writing and communication skills.
• Ability to listen and work successfully in a team.
• Strong organizational and interpersonal skills.
• Ability to work well under pressure with significant attention to detail.
• Ability to organize, prioritize, monitor and control workflow deadlines and be flexible.
• Technical/detail oriented.

• Bachelor’s degree.
• Brokers License (or willingness to obtain such license within 4 months).
• Proficiency in PC office products such as Word, Excel, Power Point and Outlook is required.

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self thermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We…