Client Success Specialist

Aon; Montreal (administrative region); On-site; CAD 42,000 - 60,000; Full time

Job summary

Aon in Montreal is seeking a Client Success Specialist to support the Commercial Risk division. The role focuses on delivering accurate service, handling renewals, invoices and client requests with attention to detail and strong collaboration with sales and broker teams.

The ideal candidate will be bilingual (French/English), have insurance experience, and show exemplary customer service while using MS Office tools. This role offers growth within a global advisory firm.

Qualifications

• 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.
• French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• 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.
• AMF license preferred or desire to obtain it
• Working towards CAIB, CRM or CIP is considered an asset

Responsibilities

• Resolve basic inquiries associated with all aspects of ACS service delivery and refer more complex inquiries to senior team members.
• Identify and retrieve relevant compliance documentation necessary to process renewals and invoices.
• Support sales & broking teams in initiating a renewal, processing an invoice, and issuing certificates and endorsements.
• Collaborate with team members when processing unfamiliar tasks and monitor urgent requests.
• Ensure accuracy of records in the system of record and document management systems.
• Coordinate with outsourced providers to maintain timeliness and quality of outputs.
• Participate in internal renewal meetings as required.

Skills

Attention to detail

Customer service

Team collaboration

Bilingual FR/EN

MS Office

Education

Insurance-related education

Post-secondary education

Tools

MS Office

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 and our dynamic team In Montreal!

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

Your role as a Client Success Specialist embodies our company’s culture as Aon United, where we work as one team and where everyone is made to feel 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;
• French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally.
• 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;
• AMF license preferred or desire to obtain it;
• Working towards CAIB, CRM or CIP is considered an asset