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Jobs · Customer Service · Pennsylvania

Customer Service Specialist II

Aon · Fort Washington, PA · 1 wk ago
On-siteCustomer Service$55k–$60k/yrFull-time

About the role

We currently have an exciting career opportunity for a Customer Service Specialist II in our Fort Washington, PA office. This position supports Aon’s Affinity Insurance Services group in the AICPA Insurance Programs Department. This is an in-office position with the possibility to work a hybrid schedule after training.

Responsibilities

  • Handle inbound and outbound calls via 800 lines with multi-product portfolio - both Life and Health products as well as Property and Casualty products.
  • Work with variable lines product, audits and compliance.
  • Respond to customer communications via email and written correspondence.
  • Maintain service, quality and timeliness standards.
  • Interact with other departments on various projects including new programs, products and technology.
  • Evaluate individual customers' needs and propose additional insurance products based on household and business needs.

Requirements

  • Possess Life, Accident & Health, Series 6 & 63, Variable Life or obtain within 4 months.
  • P&C license preferred.
  • 1-3 years’ experience in sales and service supporting multiple insurance products and/or financial services products.
  • Experience with the VUL products and annuities a plus.
  • Demonstrated skills and abilities to be goal-oriented and solve complex issues.
  • Possess excellent organizational and verbal communication skills.
  • Experience with CRM- Customer Relationship Management System preferred.
  • Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs.
  • Demonstrated ability in handling details and key follow-up capability.
  • Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software.
  • Able to identify process efficiencies and handle daily activities in a thorough and accurate fashion.
  • Able to work independently and as a team member.
  • Able to think critically and use sound judgment when serving clients.
  • Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions.

Qualifications

  • Bachelor’s Degree preferred, or commensurate work experience.

Skills

  • Possess Life, Accident & Health, Series 6 & 63, Variable Life or obtain within 4 months.
  • Possess P&C license preferred.
  • Experience with the VUL products and annuities a plus.
  • Excellent organizational and verbal communication skills.
  • Experience with CRM- Customer Relationship Management System preferred.
  • Excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs.
  • Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software.
  • Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion.
  • Ability to work independently and as a team member.
  • Ability to think critically and use sound judgment when serving clients.
  • Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions.

Benefits

At Aon, we offer 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.

Pay

The salary range for this position (intended for U.S. applicants) is $55,000 to $60,000 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.

Schedule

The actual schedule will vary based on applicant’s preference and availability, but will include a combination of remote and in-office work.

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