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Program Manager III- Account Management - AICPA Life and Disability Insurance Trusts

In this role, the Program Manager III will play a pivotal role in managing Aon's relationship with the American Institute of Certified Public Accountants (AICPA) and steering the strategic direction of the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the Life Insurance and Disability Plans (LIDP) Committee as part of the account management team. This position requires actively evaluating the effectiveness of the Trusts product portfolio, recommending improvements to enhance member participation and improve retention, and offering insights on expanding the product portfolio.

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

In this role, you will be instrumental in enhancing the Trusts' carrier relationship with Prudential for the Life Insurance and Disability products. You will leverage Aon's capabilities to maximize the value of these products for AICPA plan members. Additionally, you will oversee agreements and relationships with carriers for our Individual Products, including Long Term Care (New York Life), Auto & Home (Liberty Mutual), and Medicare Supplement (Transamerica).

Your responsibilities will include managing complex client matters in collaboration with the Legal, Operations, and Client Services teams. You will also be required to travel for meetings at client offices in New York and North Carolina as needed, as well as participate in trade shows to represent and exhibit our offerings.

How this opportunity is different

Aon stands out in the industry by offering unparalleled expertise and innovative solutions tailored to the needs of CPAs. The AICPA Member Insurance Programs empower CPAs to effectively manage risk both professionally and personally. This role is pivotal in delivering solutions that support CPAs in safeguarding their personal lives. The AICPA life insurance program is renowned as the most widely adopted term life insurance program within the association/affinity marketplace. Our unique collaboration with AICPA leadership and the Prudential team ensures we continue to offer the lowest rates and seamless enrollment processes.

Role Collaboration and Support:

The Program Manager III will work closely with the Aon operations team to ensure CPAs experience unparalleled ease in engaging with the AICPA. By modernizing platforms and leveraging cutting-edge technology, we aim to secure the long-term success of our plans. Enhancing content on cpai.com will provide CPAs with a valuable resource to deepen their understanding of protection products and the distinctive features and benefits of AICPA plans.

Additionally, the role offers the opportunity to collaborate with Aon marketing leadership and the Prudential team, driving robust application and enrollment outcomes. As the marketplace evolves, so do the needs of AICPA members. This position is integral to Aon's mission of assisting CPAs in making informed decisions to manage personal risk effectively.

Skills and experience that will lead to success

To excel in this role, candidates must possess Life, Accident, and Health licenses . Securities 6 and 63 licenses are preferred, as they enhance the ability to navigate complex financial products and compliance requirements. The role involves supporting the Group Variable Universal Life principal in ensuring adherence to Aon Securities and Prudential standards.

Candidates should have 6 to 10 years of experience in driving member participation within an affinity group life insurance program. Experience in managing membership participation in national professional association life and health insurance plans, or leading underwriting/product development for a national association group life insurance program, is essential. This background will enable the Program Manager III to effectively engage with CPAs and deliver tailored insurance solutions.

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 or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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 $110,000 to $150,000 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.

Whether it is bonus/commission eligible

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

A summary of all the benefits offered for this position:

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.