Hybrid Insurance Client Services Specialist II

Aon; Fort Washington (Montgomery County); Hybrid; USD 54,000 - 59,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Employee stock purchase plan

Long-term incentive awards eligibility

Health insurance

Paid holidays and PTO

Job summary

Aon Affinity Healthcare Model Office in Fort Washington, PA, is hiring a Customer Service Specialist II. This hybrid role requires handling inbound calls and emails, assisting brokers and insured clients, and supporting programs for healthcare professionals.

The person will interact with carriers and internal teams to explain coverage. The ideal candidate has 3+ years in insurance customer service, strong written and verbal communication, and proficiency with Microsoft Office.

Qualifications

• 3+ years of customer service experience in the insurance or financial services industry.
• Underwriting experience preferred.
• Professional and courteous telephone skills.
• Attention to detail and ability to multi-task.
• Strong written communication for customer correspondence.
• Experience with Microsoft Office Suite (Word, Excel).

Responsibilities

• Take inbound client calls and email correspondence, supporting emerging programs including CRNAs, Physician Assistants, Nurse Midwives, Medical Directors, and Concierge Medicine.
• Complete day-to-day client service tasks with brokers, endorsements, certificates, binders, payments, and cancellations as needed.
• Provide excellent customer service to insureds.
• Interact with customers, brokers, carriers, and internal teams to explain coverage.

Skills

Customer service

Insurance knowledge

Communication

Multitasking

Education

High School Diploma or GED

P&C license preferred

Tools

AS400

Wintam (Applied)

Job description

Aon Affinity Healthcare Model Office in Fort Washington, PA, is hiring a Customer Service Specialist II. This hybrid role requires handling inbound calls and emails, assisting brokers and insured clients, and supporting programs for healthcare professionals.

The person will interact with carriers and internal teams to explain coverage. The ideal candidate has 3+ years in insurance customer service, strong written and verbal communication, and proficiency with Microsoft Office.