Licensed Customer Service Specialist II

Aon plc; Washington (Washington County); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase

Medical insurance

Dental insurance

Vision insurance

Paid time off

Paid holidays

Paid vacation

Paid sick leave

Long-term incentive

Commuter benefits

Job summary

Aon plc in Fort Washington, PA is seeking a Customer Service Specialist II to support the Affinity Insurance Services group within the AICPA Insurance Programs Department. The role is office-based initially, with potential for remote 1–2 days per week after training.

You will handle inbound/outbound calls on Life, Health, and P&C products, ensure service standards, assist with knowledge transfer, and collaborate across departments to introduce new programs and licenses required.

Qualifications

• Bachelor’s degree preferred or commensurate work experience.
• 1-3 years’ experience in sales and service supporting multiple insurance products and/or financial services products.
• Life, Accident & Health, Series 6 & 63 licenses required; Variable Life licenses required; P&C license preferred.

Responsibilities

• Handle inbound and outbound calls across Life, Health, and Property & Casualty products.
• Work with variable lines product, audits and compliance.
• Respond to customer communications via email and written correspondence.
• Maintain service, quality and timeliness standards.
• Interact with other departments on projects including new programs, products and technology.
• Support knowledge management transfer within the department through training and intranet projects.
• Evaluate customers’ needs and propose additional insurance products based on household and business needs.

Skills

Sales & service

Customer focus

Phone support

Communication skills

Education

Bachelor’s degree

Tools

Series 6/63 licenses

Life & Health licenses

P&C license

Job description

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

OFFICE BASED in Ft. Washington, PA during the first 3-6 months for training and then can be 1-2 days a week working remotely.

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
• Work with variable lines product, audits and compliance
• 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 intranetprojects
• Evaluate individual customers’ needs and propose additional insurance products based on household and business needs

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.

How this opportunity is different

This is your opportunity to sell the role! What makes Aon and the role different, and more attractive, than our competitors? Bring the role to life by outlining who they will be collaborating with, and equally who will be supporting them.

Skills and experience that will lead to success

MINIMUM EDUCATION:

Bachelor’s Degreepreferred, or commensurate work experience

MINIMUM REQUIRED EXPERIENCE:

• 1-3years’ experience in sales and service supporting multiple insurance products and/or financial services products.
• Life, Accident & Health, Series 6& 63, Variable Life licenses are required and P&C license is preferred
• Experience with the VUL products and annuities a plus

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 $55,000 to $60,000 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.