Customer Service Specialist I

Aon plc; Washington (Washington County); Hybrid; USD 45,000 - 55,000; Full time

Job summary

Aon plc is seeking a Licensed Customer Service Specialist I for our Fort Washington, PA office to support the Affinity Insurance Services group. The role starts in-office for six months, then transitions to hybrid work with remote days.

Minimum education is a Bachelor’s degree or commensurate experience, with 1–3 years in sales/service across multiple insurance products. Licenses and strong customer service skills are essential.

Qualifications

• Bachelor’s degree preferred or commensurate work experience.
• 1-3 years in sales/service supporting multiple insurance products and/or financial services.
• Active P&C license preferred and must obtain within 90 days.
• Ability to respond to customer inquiries via multiple channels.

Responsibilities

• Handle inbound and outbound calls via 800 lines with multi-product portfolio (Life, Health, Property & Casualty).
• Respond to customer communications via email and written correspondence.
• Maintain service, quality and timeliness standards.
• Interact with other departments on projects including programs, products and technology.
• Support knowledge management transfer within the department through training, quality and intranet projects.
• Evaluate customers’ needs and propose additional insurance products based on personal and business needs.
• Maintain customer records by updating account or policy information.
• Provide analysis and reports for accurate business results for the carrier.
• Reconcile client payments against the policy administration system.

Skills

P&C license

Life/Health license

Customer service

Verbal communication

Written communication

Organizational skills

Multi-tasking

CRM experience

Team player

Critical thinking

Education

Bachelor’s degree or equivalent

Tools

Word

Excel

PowerPoint

CRM

Job description

Aon currently has an exciting career opportunity for a Licensed Customer Service Specialist I in our Fort Washington, PA office. This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust department.

This role is office based the first 6 months in our Fort Washington, PA location. From 6-12 months it can be hybrid working 1 day a week remotely. After one year, it can be hybrid working 2 days per week remotely.

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.

DUTIES AND RESPONSIBILITIES

• Handle inbound and outbound calls via 800 lines with multi-product portfolio- both Life and Health products as well and Property and Casualty products
• Respond to customer communications via email and written correspondence
• Maintain service, quality and timeliness standards
• Interact with other departments on various projects including new programs, products and technology
• Support knowledge management transfer within the department through training, quality and intranet projects
• Evaluate individual customers’ needs and propose additional insurance products based on personal and business needs
• Maintains customer records by updating account or policy information.
• Provide analysis support and prepare reports for accurate business results for the carrier
• Reconcile client payments against the policy administration system

REQUIRED SKILLS

Possess active Property & Casualty licenses and obtain Life, Health & Accident within 90 days

• Demonstrated skills and abilities to be goal oriented and solve complex issues
• Learn multiple products to support revenue growth for program business
• Possess excellent organizational and verbal communication skills
• Strong multi-tasker
• Experience with CRM- Customer Relationship Management System preferred
• Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs
• Ability to provide excellent quality service to customers
• Demonstrated ability in handling details and key follow up capability
• Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software
• Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
• Ability to work independently and as a team member
• Ability to think critically and use sound judgment when serving clients
• Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions

MINIMUM EDUCATION

Bachelor’s Degree preferred, or commensurate work experience

MINIMUM REQUIRED EXPERIENCE

• 1-3 years’ experience in sales and service supporting multiple insurance products and/or financial services products
• Property & Casualty active licenses and P&C license preferred and must obtain within 90 days.

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.

Pay Transparency Laws

The salary range for this position (intended for U.S. applicants) is $45,000 to $55,000 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.

A summary of all the benefits offered for this position

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.