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About the Role
As a risk & insurance due diligence consultant within Aon's M&A and Transaction Advisory Solutions practice, you will work closely with the NY region team, reporting into the regional leader. This role offers the opportunity to work on sophisticated Property and Casualty due diligence projects within our M&A team, contributing to innovative and effective solutions for Private Equity and Corporate clients.
Responsibilities
- Lead due diligence projects of varying complexity.
- Communicate internally with brokers, coverage/exposure experts, producers, client service team, and M&A team members to develop findings and solutions.
- Communicate externally on a daily basis as a trusted advisor with private equity firms, target companies, or their representatives.
- Execute and deliver accurate and professional due diligence reports to clients.
- 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 collaborate with clients' other third-party advisors to develop resolutions.
- Collaborate with producers to build and maintain relationships with ongoing clients and convert due diligence targets to ongoing clients.
- Communicate and capture the value Aon brings, even in challenging situations.
- Prepare spreadsheets and analyze data.
- Prepare proposals and make presentations to clients and prospects.
- Perform some travel.
Requirements
- Property and Casualty insurance technical proficiency.
- Broad knowledge of specialty insurance including property, casualty, cyber, E&O, financial lines, environmental, group captives, and others.
- Basic understanding of financial statements and accounting.
- Project management skills to coordinate activities and information flow within a specified timeframe.
- Strategic and analytical skills with attention to detail and the ability to draw conclusions.
- Strong written and oral communication skills, with the ability to communicate effectively at the appropriate level with a wide range of people.
- Ability to perform under stress and tight timeframes.
- Ability to develop relationships and build confidence, both internally and externally.
- Ability to work on multiple projects simultaneously.
- Results-oriented.
- Proficiency with Word, Excel, and PowerPoint.
- Possession of a Broker's license.
- 10+ years of insurance experience are highly preferred.
- CPCU is a plus.
- MBA, CPA, or JD is a plus.
Skills
- Property and Casualty insurance
- Specialty insurance (property, casualty, cyber, E&O, financial lines, environmental, group captives)
- Financial analysis
- Accounting
- Project management
- Strategic thinking
- Analytical skills
- Attention to detail
- Written communication
- Oral communication
- Relationship building
- Client advisory
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
Location
- New York, New York
Work Type
- Hybrid - In office 3 days a week
Experience Level
- 10+ years of insurance experience preferred
Education Level
- Bachelor's degree or equivalent experience in a related field
Salary/Compensations
- $140,000 to $180,000 annually
- Eligible for annual discretionary bonus
Benefits
- 401(k) savings plan with employer contributions
- Employee stock purchase plan
- Consideration for long-term incentive awards
- Medical insurance
- Dental insurance
- Vision insurance
- Various types of leaves of absence
- Paid time off
- 12 paid holidays
- 15 days of paid vacation per year
- Paid sick leave
- Short-term disability
- Optional long-term disability
- Health savings account
- Health care reimbursement accounts
- Dependent care reimbursement accounts
- Employee life insurance
- Dependent life insurance
- Supplemental life insurance
- Supplemental AD&D insurance
- Optional personal insurance policies
- Adoption assistance
- Tuition assistance
- Commuter benefits
- Employee assistance program (includes free counseling sessions)
About the Company
- Aon is in the business of better decisions.
- Aon shapes decisions for the better to protect and enrich the lives of people around the world.
- As an organization, Aon is united through trust as one inclusive team, and is passionate about helping colleagues and clients succeed.
Equal Opportunity
- 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.