Client Leader - Captive & Insurance Management

Captive Client Leader (CCL) – Aon Captive and Insurance Managers (ACIM) Are you passionate about leading complex captive client relationships and driving value from sophisticated risk financing strategies? Do you enjoy orchestrating multi‑disciplinary teams to deliver outstanding client outcomes and profitable growth? Join Aon as a Captive Client Leader and help our clients realise the full potential of their captives! This is a hybrid role with the flexibility to work both virtually in Guernsey and from our St Peters Port 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 team, and we are passionate about helping our colleagues and clients succeed. What the day will look like The Captive Client Leader is the principal interface between captive clients and Aon, with overall responsibility for captive client engagement and the delivery of client servicing in line with our stated principles. The role is shifting from a mainly technical, results-focused approach to focusing on deep client understanding. It also emphasizes value realization and coordinating Aon resources around captive and risk finance opportunities. The CCL acts as: The connector and advocate of the client’s captive and risk finance needs across Aon The coordinator and access point for “the Aon message” into the client The leader of captive-related client outcomes, ensuring profitable growth and a strong, enduring relationship Client Relationship & Strategy Own overall captive client engagement and satisfaction, acting as the primary point of contact for senior client collaborators. Develop and maintain strong, strategic relationships with key client contacts, ensuring a deep understanding of their business, risk financing approach and captive strategy. Lead the development and execution of annual account plans, ensuring alignment with client objectives, regulatory requirements and Aon’s 3x3, revenue growth and margin goals. Conduct strategy sessions and periodic strategy check‑ins with relevant subject matter experts to find opportunities to improve captive performance and client value. Service Delivery & Governance Ensure the delivery of client servicing in line with agreed service schedules, account plans and stewardship commitments, including the production and presentation of stewardship reports. Align ACIM’s service schedule with client and regulatory requirements and ensure that services are delivered to the expected quality and timelines. Monitor and interpret performance management reports and important metrics, using data to drive continuous improvement in service and client outcomes. Maintain appropriate technical involvement in captive-related matters, ensuring that advice and outputs remain robust and fit for purpose. Growth, Profitability & Value Realisation Take responsibility for fee growth and the profitability of allocated captive accounts, identifying and pursuing opportunities to enhance revenue and margin. Proactively identify and develop cross‑sell and up‑sell opportunities across Aon capabilities (e.g. AGRC, Broking, Aon Re, Global Benefits) based on client needs and captive developments. Ensure clients receive the appropriate level of strategic and advisory support to make better decisions related to their captive and broader risk finance strategy. Internal Leadership & Collaboration Act as the orchestrator of the wider account team, aligning domicile leaders, GCC teams and other internal collaborators to client objectives and service requirements. Build and maintain strong working relationships with relevant counterparts across the Aon network to ensure clients receive best-in-class, integrated advice. Provide coaching, mentoring and role modelling for more junior CCLs and associated team members, helping to embed the client leadership approach. Processes, Technology & Data Use and champion Aon systems and tools (e.g. Appian for schedule management, client portals, Power BI leveraging SICS and D365 data) to handle service delivery and support insight‑driven client conversations. Ensure an accurate view of client services and performance is maintained within core systems, and that outputs (reports, data extracts) are standardised to deliver a “one Aon” client experience. Contribute to the refinement of processes, KPIs and technology requirements to support the evolving CCL role. How this opportunity is different This is a highly visible, strategic role at the heart of Aon’s captive proposition. You will lead some of our most sophisticated captive client relationships, bringing together experts from across ACIM, AGRC, Broking, Aon Re, Global Benefits and other specialist teams to deliver integrated, insight‑driven solutions. You will have the opportunity to shape captive strategy, influence key client decisions and play a pivotal role in driving profitable growth for Aon, while coaching and mentoring the next generation of captive client leaders. Skills and experience that will lead to success Strong understanding of captive insurance structures, risk financing and related regulatory and governance requirements. Proven experience in complex client account management or client leadership roles, ideally within insurance, reinsurance or risk consulting. Experience handling multi‑stakeholder account teams and coordinating across functions and geographies. Comfortable working with data and dashboards (e.g. SICS, D365, Power BI) to extract insights and drive performance conversations. Advanced relationship‑building skills with the ability to operate as a trusted advisor to senior client executives. Strong communication and presentation skills, including the ability to clearly articulate the value of Aon’s captive and related services. Demonstrated ability to identify and convert growth opportunities, handle pricing/fees and maintain account profitability. “ECL mindset” – focused on embedding and expanding the Aon relationship, not just delivering transactions. Proven coaching and mentoring capability, supporting capability build in more junior colleagues and across GCCs/domiciles. Comfortable leading through change, as the role transitions toward more consultative, value‑adding client engagement. Education: Bachelor’s degree or equivalent experience in a relevant field (e.g. Risk Management, Finance, Business, Insurance) or equivalent years of industry experience. How we support our colleagues 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 values an innovative and inclusive 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 are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [email protected] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. 2577441