[Hiring] Client Service Specialist II @Aon Corporation

Role Description

Aon is looking for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions.

What the day will look like:

• 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.
• 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 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.

Qualifications

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

Requirements

• 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.
• 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 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.

Benefits

• Comprehensive benefits package including a 401(k) savings plan with employer contributions.
• 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.
• Employee assistance program that includes free counseling sessions.