Client Service Specialist II

About the role

Aon is in the business of better decisions. 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.

This position will support Aon Affinity Commercial Solutions in the Fort Washington, PA office.

Responsibilities

• Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business.
• Assist with gathering information from prospects in order to identify their insurance needs.
• Review submissions for accuracy before forwarding to the Account Executive.
• Assist sales with renewal solicitations within targeted timelines.
• Manage daily phone coverage to achieve department standards.
• Provide continued client servicing to include binders, mid-term endorsements, certificates of insurance, policy renewals, etc.
• Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
• Assist with maintenance of billing and Premium Financing Terms.
• Serve as the primary collaborator with Premium Accounting on client billing matters.
• Monitor and follow-up on invoice generation, receivables, and collections; address and resolve problems.
• Advise and assist clients on making claims on their policies.
• Maintain insured files and clearly and appropriately document accounts to ensure adherence to Program standards.
• Provide recommendations and suggestions for improvements in any aspects relating to process efficiency.
• Build and maintain ongoing relationships with clients, partners, and internal team.
• May participate in special projects as assigned, such as training or communication sessions within or outside of the company.

Requirements

• Three to five years of Property & Casualty insurance, risk management, or brokerage experience.
• Bachelor’s Degree preferred, or commensurate work experience.

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance.
• 401(k) savings plan with employer contributions.
• Employee stock purchase plan.
• Long-term incentive awards at Aon’s discretion.
• Various types of leaves of absence, paid time off including 12 paid holidays, 15 days of paid vacation per year, and paid sick leave as provided under state and local 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.
• Employee assistance program that includes free counseling sessions.
• Two “Global Wellbeing Days” each year.
• Smart Working: flexible working style solutions.
• Continuous learning culture to inspire and equip you to learn, share, and grow.

Pay

The salary range for this position (intended for U.S. applicants) is $55,000 to $65,000 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.