Remote-Eligible Insurance Service & Sales Specialist II

Aon; Fort Washington (MD); Hybrid; USD 55,000 - 60,000; Full time

Job summary

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. You will handle inbound and outbound calls, manage a multi-product portfolio, respond to customer communications, and collaborate across

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 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, arrest and conviction record in accordance with local Fair Chance ordinances.

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

Skills

Sales experience

Insurance product knowledge

Licenses: Series 6/63

P&C license

VUL products knowledge

Customer service

Education

Bachelor's degree

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. You will handle inbound and outbound calls, manage a multi-product portfolio, respond to customer communications, and collaborate across