Meghan Grossman

About Meghan Grossman

I am a Financial Lines broker on Aon’s Financial Institutions team, specializing in risk transfer and non‑financial risk management for banks, asset managers, insurers, and other large, often publicly listed financial institutions. I focus on structuring and placing Directors & Officers (D&O), FI Professional Indemnity, Crime, and other specialty coverages, helping clients navigate complex regulatory environments and protect their balance sheets and executives.My experience includes working closely with large public companies to design, negotiate, and optimize Financial Lines programs. I partner with senior stakeholders across legal, risk, compliance, and the C‑suite to align insurance structures with regulatory expectations, market best practices, and evolving risk profiles. I regularly leverage market benchmarking, claims insights, and data analytics to support coverage enhancements, program restructuring, and renewals.I began my career as a Healthcare Analyst, focused on oncology revenue cycle management and healthcare technology. In that role, I worked extensively with EHR systems and large datasets to improve compliance workflows, digitalize processes, and enhance operational efficiency in highly regulated environments. This early experience gave me a strong foundation in translating complex data and regulatory requirements into practical, technology‑enabled solutions.Across both healthcare and financial services, I bring a proven track record in project management, regulatory risk assessment, and compliance‑driven process improvement. I am proficient in tools such as Looker, Excel, Salesforce, Access, and PowerPoint, and experienced in vendor and stakeholder management. As I continue to grow my Financial Lines and capital markets expertise, I am especially interested in opportunities at the intersection of risk, regulation, and digital transformation for large, complex organizations.

Experience

1. Senior Financial Lines Broker

   Aon

   Apr 2025 — Present · New York, NY, US

   Advise financial institutions on tailored Financial Lines solutions (D&O, EPL, Crime, FI Professional Indemnity, Cyber, etc.) to protect their balance sheet and management against complex and emerging risks-Structure and negotiate placements with domestic and international insurers, leveraging market insights and data to secure competitive terms, broadened coverage, and sustainable capacity-Partner with clients’ senior stakeholders (risk, legal, finance, and C‑suite) to understand their risk profile, design program structures, and support them through renewals, claims, and regulatory developments-Monitor market trends, benchmarking, and loss experience to provide proactive advice, analytics, and strategic program improvements for banks, asset managers, insurers, and other financial institutions.

Education

• Tulane University

  Bachelor of Science - BS Bachelor of Arts- B.A., Public Health & Economics & Architecture

  2018 — 2022