Client Success Specialist

5 months ago

Montréal, Canada Aon Corporation Full time

Posting Description:
**Client Success Specialist**

This is a hybrid role with the flexibility to work both virtually and from our Montreal office.
- 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**:
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**:
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Commercial Risk division.
- 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.

**How this opportunity is different**:
Your role as a Client Success Specialist embodies our company’s culture as Aon United, where we work as one team and where everyone is made to feel included. We are a caring and motivated team. Our focus is making sure our internal and external clients, as well as prospective clients, are being provided the utmost excellent and precise service, along with inheriting excellent relationships and bonds as we work closely with them in providing knowledge, professionalism and expertise.

Finding a balance between personal growth and well-being is important to us. We provide our colleagues with empowering tools and training to build their skills and encourage them in growth opportunities.

**Skills and experience that will lead to success**:

- At least 6 months of experience in the insurance industry is preferred;
- High attention to detail;
- Developed interpersonal and collaborative skills;
- Outstanding customer service;
- Good oral and written communication skills in both English and French, and ability to work in a team environment
- Proficiency with the MS Office suite.
- Post-secondary education in an insurance-related field or equivalent years of office experience is preferred;
- AMF 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 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 recognise 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.

**#LI-AM3**

**#LI-HYBRID

  • Client Success Specialist

    5 months ago

    Montréal, Canada Aon Corporation Full time

    Posting Description: **Client Success Specialist** This is a hybrid role with the flexibility to work both virtually and from our Montreal office. - 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...

  • Client Success Specialist

    5 months ago

    Montréal, Canada Aon Corporation Full time

    Posting Description: **Client Success Specialist** This is a hybrid role with the flexibility to work both virtually and from our Montreal or Toronto offices. - 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...

  • Client Success Specialist

    3 months ago

    Montréal, QC, Canada FlexPay Full time

    **Who We Are** FlexPay is the first to market and global leader in failed payment recovery. Our outstanding success is built upon a solid foundation of exceptional culture, adherence to our values, and an innovative AI-driven approach to solving this trillion-dollar problem. FlexPay helps subscription businesses accelerate revenue and profit growth by...

  • Client Success Specialist, Bilingual

    2 months ago

    Montréal, QC, Canada Uber Full time

    **About the Role** The Client Success Specialist role is a great opportunity to demonstrate your relationship management and sales skills by being the main point of contact for our highest-value restaurant partners. This role focuses on post-sales of Small-to-Medium Sized Business, upselling marketing products to grow revenue, maintaining operational...

  • Client Success Specialist

    5 months ago

    Montréal, Canada Aon Full time

    This is a hybrid role with the flexibility to work both virtually and from our Montreal office. 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 At Aon, we shape decisions...

  • Client Success

    3 months ago

    Montréal, QC, Canada Leger Full time

    **SUMMARY** The Client Success & Sales Specialist is responsible for generating new business through cold calling and networking, to support our clients by ensuring and providing exceptional service to drive and build on long-term relationships with Cube AI. This role requires the ability to self-motivate, support clients in their business by demonstrating...

  • Client Success Specialist

    6 months ago

    Montréal, Canada Alexa Translations Full time

    Alexa Translations is a leading translations service provider that helps the world’s largest and most prestigious legal, financial, and government industries with translation solutions that elevate the way they do business. Since 2002, we have grown our reputation by forging long-term relationships built on trust. Helping our clients reach their business...

  • Head of Client Success

    5 months ago

    Montréal, Canada ENDVR Full time

    At ENDVR, we’re focused on empowering the world’s best action sport, optical, outdoor and lifestyle brands to connect with in-store associates. We’re the digital platform focused on sales in the physical world, and we make it easy for brands to engage with retail sales associates to drive sales, share product knowledge, promote their brand, and gather...

  • Client Success Manager

    6 months ago

    Montréal, Canada FlexPay Full time

    **Who We Are** FlexPay is the first to market and global leader in failed payment recovery. Our outstanding success is built upon a solid foundation of exceptional culture, adherence to our values, and an innovative AI-driven approach to solving this trillion-dollar problem. Our leading Payment Authorization Management solution helps subscription businesses...

  • Client Success Manager

    5 months ago

    Montréal, Canada Alexa Translations Full time

    **About Us**: Alexa Translations is a leading translation service provider that helps the world’s largest and most prestigious legal, financial, and government industries with translation solutions that elevate the way they do business. Since 2002, we have grown our reputation by forging long-term relationships built on trust. Helping our clients reach...

  • Client Success Manager

    6 months ago

    Montréal, Canada ClearEstate Full time

    Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further! We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization. Come join our team and take part in our mission to make estate settlement easy and accessible for families...

  • Client Success Manager

    6 months ago

    Montréal, Canada ClearEstate Full time

    Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further! We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization. Come join our team and take part in our mission to make estate settlement easy and accessible for families...

  • Client Success Agent

    5 months ago

    Montréal, Canada Workland Full time

    **Looking for a Client Success Agent** **interested in working in the HR tech industry** Workland is a unique company specializing in recruitment software technology, HR marketing, and staffing agency services. For its ATLAS technology business unit, Workland is looking for a motivated individual with excellent interpersonal and communication skills to...

  • Client Success Agent

    5 months ago

    Montréal, Canada LRDG Language Research Development Group Full time

    **LRDG Language Research Development Group **is a leading Canadian language learning platform, based in Montreal, offering a unique blend of tutoring expertise and online community support, for proven, fast results. We have been a recognized partner to the Canadian government for over 20 years and are now looking to grow and expand on what has made our...

  • Client Success Manager

    2 months ago

    Montréal, QC, Canada Engage2Excel Full time

    **About the role** The Client Success Manager role at Engage2Excel is the primary client-facing role expected to manage the relationship and ensure strategic alignment and best value for the product being supported. The role should always be striving to be the trusted advisor on the account ensuring that all internal teams are delivering as expected by the...

  • Client Success Manager

    3 months ago

    Montréal, QC, Canada Alexa Translations Full time

    **About Us** Alexa Translations is a leading translation service provider that helps the world’s largest and most prestigious legal, financial, and government industries with translation solutions that elevate the way they do business. Since 2002, we have grown our reputation by forging long-term relationships built on trust. Helping our clients reach...

  • Bilingual Client Content Specialist

    5 months ago

    Montréal, Canada Cision Full time

    Cision employs the brightest, most passionate people in the tech industry. We’d love for you to join our growing team! We invest in our people through training and professional development while supporting you along the way—all so you can meet your career goals. To us, the most important measure of our success is yours. Our Customer Content Specialist...

  • Customer Success Specialist

    7 months ago

    Montréal, Canada Buddha Brands Full time

    **GET TO KNOW US**: At Buddha Brands, we exist to **redefine what it means to live well**. Plant powered nutrition that is good for our bodies, our taste buds, and our planet. Our portfolio consists of Thirsty Buddha beverages and Hungry Buddha snacks. We believe that by helping our world be healthier, it can be more sustainable too. Our company culture is...

  • Bilingual Client Success Associate

    5 months ago

    Montréal, Canada Cision Full time

    Cision employs the brightest, most passionate people in the tech industry. We’d love for you to join our growing team! We invest in our people through training and professional development while supporting you along the way—all so you can meet your career goals. To us, the most important measure of our success is yours. Customer Success at Cision is all...

  • Partner Success Specialist

    5 months ago

    Montréal, Canada Genetec Full time

    **The team**: The Development Acceleration Program (DAP) team plays a crucial role in managing relationships with a diverse group of partner companies (more than 1000) seeking to leverage our various development tools (SDKs and APIs) to interface with Genetec products. Our team comprises professionals responsible for administrative partner management,...