Client Service Specialist II

Aon Corporation; Pennsylvania; Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid holidays

Job summary

Aon is seeking a Client Service Specialist II for its Fort Washington, PA office to support the Affinity Commercial Solutions team. You will assist Account Executives, gather client information, review submissions, and handle renewals and billing processes to ensure client satisfaction.

The role requires 3–5 years in Property & Casualty insurance or related fields, and a bachelor’s degree is preferred (or equivalent experience). Fort Washington location and comprehensive benefits are highlighted.

Qualifications

• 3–5 years of Property & Casualty insurance, risk management or brokerage experience.
• Bachelor’s Degree preferred, or commensurate work experience.
• Ability to gather information from prospects to identify insurance needs.

Responsibilities

• 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 and 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.

Skills

Customer service

Account coordination

Insurance knowledge

Education

Bachelor’s Degree preferred, or commensurate work experience.

Job description

Aon is looking for a Client Service Specialist II

We currently have an exciting career opportunity for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions.

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:

• Supportthe Account Executives on assigned accounts,managing key processes that serve clients includingservicingnew and renewal business.


• Assist with gathering information from prospectsin order to identify theirinsurance needs.


• Review submissions for accuracyandbefore 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.


• Receives and handles 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.


• Monitors and follows-up on invoice generation, receivables, and collections. Addresses and resolves problems.


• Advise and assist clients on making claims on their policies


• Maintain insured files and clearly and appropriately document account 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 sessionswithin or outside of the company.

Skills and experience that will lead to success:

• Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business.


• Three - five years of Property & Casualty insurance, risk management or brokerage experience.


• Assist with gathering information from prospects in order to identify their insurance needs.


• Review submissions for accuracy and 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.


• Receives and handles 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.


• Monitors and follows-up on invoice generation, receivables, and collections. Addresses and resolves problems.


• Advise and assist clients on making claims on their policies


• Maintain insured files and clearly and appropriately document account 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.

Education:

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

How we support our colleagues:

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $55,000 to $65,000 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. The salary may also be adjusted based on applicant’s geographic location.

Aon offers 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. Eligibility for benefits is governed by the applicable plan documents and policies.