Managing Director, Risk & Insurance Due Diligence, Transaction Advisory Services

Aon Corporation • San Francisco, CA

6d • $240,000 - $290,000

About The Position

Aon Is looking for a risk & insurance due diligence consultant in the West 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. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as 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 West Region diligence team and report into the regional practice leader.

Requirements

• 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
• 20+ years of insurance / professional experience strongly preferred.

Nice To Haves

• CPCU a plus
• MBA, CPA or JD a plus

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.
• Implement 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 inspiring leader within the M&A practice.
• Communicate and capture the value that Aon brings even to the most ambitious situations.
• Prepare spreadsheets and analyze data.
• Prepare proposals and make presentations to clients and prospects.
• Some travel required.

Benefits

• In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.
• 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 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, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees