Client Success Specialist

Aon plc; Calgary; On-site; CAD 42,000 - 62,000; Full time

Job summary

Aon plc in Calgary seeks a Client Success Specialist to support the Commercial Risk division by handling client inquiries, renewals, invoices and certificate processing. You will collaborate with sales, broking and outsourcers to ensure timely, accurate service delivery.

The role emphasizes attention to detail, strong communication, and customer service, with opportunities to grow within a global organization.

Qualifications

• 6+ months of experience in the insurance industry (preferred).
• High attention to detail and accuracy.
• Strong interpersonal and collaborative skills; able to work in a team.
• Excellent oral and written communication skills.
• Outstanding customer service orientation.
• Proficiency with the MS Office suite.

Responsibilities

• Resolve basic inquiries related to ACS service delivery and refer complex issues to senior team members.
• Identify and retrieve compliance documents for renewals, invoices, and other ACS results.
• Assist sales/broking in renewals, invoices, ids, certificates, endorsements, and client requests.
• Coordinate with team and outsourced providers to ensure timely outputs.
• Maintain accuracy of records in the system of record and document management.

Skills

Insurance knowledge

Attention to detail

Communication

MS Office

Team collaboration

Education

Post-secondary education in insurance

Tools

Xpress

Polaris

Document Management System

Job description

Job Title: Client Success Specialist

Role Type: Existing vacancy

Interested in exploring something different while applying your existing insurance experience & knowledge? Thinking about joining an industry-leading, global organization for more growth? Then you won’t want to miss this opportunity to join Aon in our dynamic Calgary team!

Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.

Aon is in the business of better decisions

At Aon, 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.

What the day will look like

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Commercial Risk division.

• Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refer more complex inquiries to senior team members;
• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and any other ACS results;
• Perform vital activities or support sales & broking teams in initiating a renewal, processing an invoice, issuing auto IDs, issuing renewal and urgent certificates, initiating endorsements and processing other client requests;
• Seek assistance from team members when confronted with unfamiliar or complex processing transactions;
• Monitor and attend to requests via Polaris that require actions promptly;
• Ensure the system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy details;
• Collaborate closely and be responsive to inquiries from outsourced providers to handle and ensure the timeliness and quality of outputs;
• Upload, index or attach documents in the Document Management System;
• Perform pre-renewal account review with the sales and broking team to meet client expectations related to timelines and to ensure accuracy of results (certificates, invoices, endorsements, etc.);
• Help colleagues troubleshoot and resolve basic client issues around ACS services;
• With assistance from sales and broking, address and complete special client projects;
• Participate in internal renewal meetings where required.

How this opportunity is different

As a Client Success Specialist, your role embodies our company’s culture as Aon United. We work together and make everyone felt included. We are a caring and motivated team. Our focus is making sure our internal and external clients, as well as prospective clients, are being provided the utmost excellent and precise service, along with inheriting excellent relationships and bonds as we work closely with them in providing knowledge, professionalism and expertise.

Finding a balance between personal growth and well-being is important to us. We provide our colleagues with empowering tools and training to build their skills and encourage them in growth opportunities.

Skills and experience that will lead to success

• 6 + months of experience in the insurance industry is preferred;
• High attention to detail;
• Developed interpersonal and collaborative skills, with the ability to work in a team environment;
• Excellent oral and written communication skills
• Outstanding customer service;
• Proficiency with the MS Office suite.
• Post-secondary education in an insurance-related field or equivalent years of office experience is preferred;
• Provincial insurance license preferred or desire to obtain it;
• Working towards CAIB, CRM or CIP is considered an asset

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

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