Client Success Specialist
4 weeks ago
We are seeking a highly motivated and detail-oriented Client Success Specialist to join our dynamic team at Aon. As a Client Success Specialist, you will play a critical role in empowering results for our clients by delivering innovative and effective solutions supporting the Commercial Risk division.
Key Responsibilities- Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery, including output delivery, basic invoice inquiries, and referring 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.
Aon is a global organization that is united through trust as one inclusive, diverse team. We are passionate about helping our colleagues and clients succeed. We provide our colleagues with empowering tools and training to build their skills and encourage them in growth opportunities. We believe in finding a balance between personal growth and well-being, and we offer a comprehensive benefits package and a flexible work environment.
Requirements- At least 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 (English/French - applicants from Montreal need to be bilingual English/French);
- 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;
- AMF license preferred or desire to obtain it;
- Working towards CAIB, CRM, or CIP is considered an asset.
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