Client Success Specialist

Client Success Specialist at Aon Location: Calgary, Alberta, Canada. Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions. 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 Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refer more complex inquiries to senior team members; Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and any other ACS results; Perform vital activities or support sales & broking teams in initiating a renewal, processing an invoice, issuing auto IDs, issuing renewal and urgent certificates, initiating endorsements and processing other client requests; Seek assistance from team members when confronted with unfamiliar or complex processing transactions; Monitor and attend to requests via Polaris that require actions promptly; Ensure the system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy details; Collaborate closely and be responsive to inquiries from outsourced providers to handle and ensure the timeliness and quality of outputs; Upload, index or attach documents in the Document Management System; Perform pre-renewal account review with the sales and broking team to meet client expectations related to timelines and to ensure accuracy of results (certificates, invoices, endorsements, etc.); Help colleagues troubleshoot and resolve basic client issues around ACS services; With assistance from sales and broking, address and complete special client projects; Participate in internal renewal meetings where required. Skills and Experience That Will Lead To Success 6+ months of experience in the insurance industry is preferred; High attention to detail; Developed interpersonal and collaborative skills, with the ability to work in a team environment; Excellent oral and written communication skills Outstanding customer service; Proficiency with the MS Office suite. Post‑secondary education in an insurance‑related field or equivalent years of office experience is preferred; Provincial insurance license preferred or desire to obtain it; Working towards CAIB, CRM or CIP is considered an asset How We Support Our Colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Our agile environment allows you to manage your wellbeing and work/life balance. All colleagues enjoy two “Global Wellbeing Days” each year. We provide a variety of work‑style solutions and a continuous learning culture to help you grow and realise your fullest potential. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Seniority level: AssociateEmployment type: Full‑timeJob function: Sales, Business Development, and Customer Service We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or contact your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated for your submission of a candidate, even if Aon hires that candidate. #J-18808-Ljbffr