The Front Office

Scouting report · AIG

Eric Andersen

  • President & CEO; director, AIG since 2026-06src

Ex-Aon President; AIG President & CEO since June 2026

—thin record

Not ranked yet

Scouting sheet

as of 24 Sep 2026
Delivers guidance—1 beat · 0 met · 0 missed · 0 withdrawn — fewer than 4, not scored
Answers the question891 dodge in 17 answers on 2 calls
Capital allocation—company five-year record: neutral — inherited: the five-year record is mostly a predecessor's
Pay design60underwriting profit, eps, roe, book value, relative tsr, time only · 77.5% for
Skin in the game—no holding or price on file
Age
61src
In the role
4 mo
Promises scored
1
Hit rate
100%
Dodges / 100 answers
5.9
Airtime on calls
38%
Every promise, oldest firstB

What to weigh

Watch 6

  • Aon's 2025 proxy says Aon removed him as President effective 2025-03-14 and the CEO took the title back. He was moved to senior advisor for the rest of his term with no new equity. Press reported the change as permanentsrc
  • No track record at AIG yet. His one credited S8 row is the 2026 dividend rise, which he reaffirmed on his first call as CEO Elect (row 7, beat). The Investor Day targets he restated on that call fall due in 2027src
  • On his first call as CEO (2026-08-07), asked whether the low-to-mid-teens FY2026 premium-growth guide still stood, he gave neither a reaffirmation nor a revision. It is the dossier's lead dodgesrc
  • He runs AIG without the man who set its targets: Zaffino left the Board 2026-09-15, and the General Insurance CEO (Hancock) retires 2026-12-31src
  • Joining award: $12.5m of restricted stock units vesting in a single cliff after three years, with no performance condition, to replace forfeited Aon equity. Sign-on RSUs do not count toward his 10x-salary ownership guidelinesrc
  • Shareholders approved AIG's say-on-pay with only 77.5% of for+against votes in May 2026, after 65% in 2025. The pay being voted on was mostly Zaffino'ssrc

Career

  1. 2026 – now
    American International Groupsrc
    President & CEO (from 2026-06-01); director
  2. 2026 – 2026
    American International Groupsrc
    President & CEO Elect (2026-02-16 to 2026-05-31), reporting to Zaffino
  3. 2025 – 2026
    Aon plcsrc
    Senior Advisor to the CEO
    From 2025-03-14; the employment term ran to 2026-06-30. The AIG press release describes him as a member of the Aon Executive Committee in this period (PR-2026-01-06)
  4. 2020 – 2025
    Aon plcsrc
    President
    President from February 2020 until Aon's proxy says the company removed him from the role, effective 2025-03-14 (AON-DEF14A-2025)
  5. 2018 – 2020
    Aon plcsrc
    Co-President (with Michael O'Connor)
  6. 2013 – 2018
    Aon Benfieldsrc
    Chief Executive Officer (September 2013 to May 2018)
  7. 2011 – 2013
    Aon Risk Solutions Americassrc
    Chief Executive Officer
  8. 1997 – 2011
    Aonsrc
    Various roles, including global account management and financial services leadership
    Joined Aon in 1997 on its acquisition of Minet (AON-10K-2024); the roles and dates before 2011 are not itemised in any filing read

Not located: Before 1997 (pre-Minet) not located in any source searched; titles and dates inside Aon between 1997 and 2011 not itemised

Achievements

  • Almost 30 years at Aon, joining with the 1997 Minet acquisition. Ran Aon Risk Solutions Americas (2011-13) and Aon Benfield, the reinsurance broker (2013-18), then was Co-President and President (2018-25)src
  • AIG's announcement credits his time as Aon President (2020-25) with Aon's market value rising from $35bn to $85bn. That is the company's claim, not an audited figuresrc
  • Hired from outside as President & CEO Elect in February 2026, three months after AIG's planned President (John Neal) pulled outsrc
  • Aon's 2024 Summary Compensation Table gives him $11.45m total pay. 2023 was $24.77m, including a $14.7m special PSU grant made that Julysrc

Education

  • Colgate University, BA Political Sciencesrc
  • Fordham University, MBAsrc

Background

  • Family AIG's 8-K on his appointment as CEO states there are no family relationships between him and any other director or executive officer, and no Item 404(a) related-party transactionsrc
  • Boards Trustee of Colgate University, his alma mater; director of Covenant House New Jerseysrc
  • Other In the January 2026 release Zaffino says the two worked closely together during his AIG tenure, while Andersen was at Aon, a broker AIG deals withsrc
  • Other Offer letter: no severance beyond AIG's executive severance plan; he must give twelve months' notice to resign; twelve-month non-compete and non-solicit after leavingsrc
  • Other Aon's employment agreement bound him to Aon's non-compete and non-solicit for two years after his employment ended (term to 2026-06-30). None of the filings read explains how that was squared with joining AIG in February 2026src

The promise ledger

1 scored · 0 open
ResultWhat was promisedWhere it is scoredHow
B Beat2026 dividend +10% (Investor Day 2025 commitment)AIG row 7said it

Questions dodged

5.9 per 100 answers
  1. The company's own FY2026 growth guide, asked about and not addressed. Call 2026-08-07 [41] · Elyse Greenspan: "I don't think you guys updated -- gave an update on the premium growth guide, right, which was low to mid-teens for the year... do you think you're at the low end or maybe a bit below that as we think about potential growth in the second half?" Eric Andersen answered with posture — "we're not going to…

    from AIG · dossier-2026-09-24.md

Calls reviewed

  • FY2026-Q1.roic.json — 2 answers, 17% of the words
  • FY2026-Q2.roic.json — 15 answers, 58% of the words

Sources

19
  1. Filing AIG 8-K Item 5.02, Zaffino transition and Andersen appointment as President & CEO Elect (0000005272-26-000006) · 2026-01-06
  2. Filing AIG press release, 8-K Ex. 99.1 of 2026-01-06 (0000005272-26-000006) · 2026-01-06
  3. Filing AIG 8-K Item 5.02, Andersen appointed President & CEO and director effective 2026-06-01 (0000005272-26-000042) · 2026-04-27
  4. Filing AIG 8-K Item 5.02, Zaffino steps down as Executive Chair and director effective 2026-09-15 (0000005272-26-000088) · 2026-09-02
  5. Filing AIG 8-K Items 5.02/5.07, 2026 annual meeting results (0000005272-26-000066) · 2026-05-14
  6. Filing AIG DEF 14A 2026 (0000005272-26-000039) · 2026-03-31
  7. Filing SEC XBRL companyconcept us-gaap/NetIncomeLoss, CIK 5272 (FY2025 10-K, 0000005272-26-000023) · 2026-02-12
  8. Filing Form 3, Eric Andersen (reporting CIK 1697695), AIG, event 2026-02-16 (0001697695-26-000005) · 2026-02-17
  9. Filing Form 4, Eric Andersen, buy-out RSUs, 2026 RSUs and options granted 2026-02-16/17 (0001697695-26-000007) · 2026-02-18
  10. Filing EDGAR submissions index for AIG (CIK 5272): Form 3/4 filings 2025-09-01 to 2026-09-24; reporting CIK 1697695 filed only the two above · 2026-09-24
  11. Filing Aon plc 10-K FY2024, Executive Officers of the Registrant (0001628280-25-006093) · 2025-02-18
  12. Filing Aon plc 10-K FY2019, Executive Officers of the Registrant (0001628280-20-001607) · 2020-02-14
  13. Filing Aon plc 8-K Item 5.02, Andersen ceases to be President and becomes Senior Advisor (0001193125-25-055237) · 2025-03-17
  14. Filing Aon plc DEF 14A 2025 (0001193125-25-100564): Summary Compensation Table and Andersen's employment agreement · 2025-04-28
  15. Call transcript AIG Q1 2026 earnings call (2026-05-01), ROIC.ai
  16. Call transcript AIG Q2 2026 earnings call (2026-08-07), ROIC.ai
  17. Web search result WebSearch: AIG leadership page 'Eric Andersen' (search summary: BA Political Science, Colgate University; MBA, Fordham University) · 2026-09-24
  18. Web search result WebSearch: Aon media-room bio 'Eric Andersen' (search summary: Colgate University trustee; board of Covenant House New Jersey; ran Aon Risk Solutions Americas, 14,000 colleagues) · 2026-09-24
  19. Web search result WebSearch: Insurance Journal 2025-03-17, 'Aon's President Andersen Steps Down; CEO Case Assumes Additional Role of President' (search summary: an Aon representative said the change is permanent) · 2026-09-24