Customer Success Advisor

Aon; Fort Washington (Montgomery County); Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

Job summary

Aon plc is seeking a Customer Success Advisor to retain, renew, and grow existing accounts within our CoverWallet HealthCare program, with a focus on excellent service and strategic account management. This hybrid role is based in Fort Washington, PA, offering a collaborative environment, comprehensive benefits, and opportunities to advance within Aon’s trusted client service teams.

You will manage a personal book of business, handle incoming tasks, renew and retain customers, and drive account

Qualifications

• Experience in customer success and renewals for accounts.
• Excellent communication and interpersonal skills.
• Able to balance multiple requests with attention to detail.
• P&C license preferred; must acquire within 3 months of hire date.
• Bachelor's degree or equivalent years of industry experience.

Responsibilities

• Manage your own book of business.
• Handle incoming tasks for your assigned accounts.
• Renew and retain customers and accounts.
• Account growth (additional policies).

Skills

Call center experience

Communication skills

Account growth

Attention to detail

Tech-savvy

P&C license (preferred)

Education

Bachelor's degree or equivalent

Job description

Aon Affinity is seeking a Customer Success Advisor to impact the growth of our company and help redefine how companies take care of insurance online. The Client Service Advisor will focus on retaining, renewing, and growing existing accounts within our CoverWallet HealthCare program.

This is a hybrid position based out of our Fort Washington, PA office.

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

• Responsibilities include but are not limited to:
• Managing your own book of business
• Handling incoming tasks for your assigned business
• Renew and retain customers and accounts
• Account growth (additional policies)

Skills and experience that will lead to success:

• Service / call center experience
• Excellent communication and interpersonal skills
• Consistent track record of delivering on customer success and account growth goals
• Ability to balance multiple requests with close attention to detail.
• Love of technology and learning new systems
• P&C license preferred. Will be required to acquire within three months of hire date.

Education:

Bachelor's degree or equivalent years of industry experience. Recent college grads will be considered

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse 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, diverse 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.

Thesalary range for this position (intended for U.S. applicants) is $40,000 to $50,000 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.