Insurance Client Success Specialist (Bilingual FR/EN)

Aon plc; Montreal; On-site; CAD 52,000 - 78,000; Full time

Job summary

Aon in Montreal is seeking a Client Success Specialist to support our Commercial Risk clients. You will resolve basic inquiries, help with renewals and invoices, and collaborate with sales and broking teams to deliver accurate outputs.

Bilingual French and English is required; you should have 6+ months in insurance, strong attention to detail, and excellent communication and customer service skills. MS Office proficiency is expected. AMF license is preferred and CAIB/CIP progress is valued.

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, CIP is considered an asset

Responsibilities

• Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery 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 activities to support renewals, invoicing, auto IDs, certificates, endorsements, and 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.
• Collaborate with outsourced providers to ensure timeliness and quality of outputs.
• Upload, index or attach documents in the Document Management System.
• Conduct pre-renewal account review with sales/broking to ensure accuracy of results.
• Help colleagues troubleshoot and resolve basic client issues around ACS services.
• Assist with special client projects with sales and broking.
• Participate in internal renewal meetings when required.

Skills

Attention to detail

Interpersonal skills

Teamwork

Bilingual French/English

Oral and written communication

Customer service

Education

Post-secondary education in insurance

AMF license preferred

Tools

MS Office

Job description

Aon in Montreal is seeking a Client Success Specialist to support our Commercial Risk clients. You will resolve basic inquiries, help with renewals and invoices, and collaborate with sales and broking teams to deliver accurate outputs.

Bilingual French and English is required; you should have 6+ months in insurance, strong attention to detail, and excellent communication and customer service skills. MS Office proficiency is expected. AMF license is preferred and CAIB/CIP progress is valued.