Client Success Associate

2 months ago

Montreal, Quebec, Canada Aon Full time

About Aon

Aon is a global leader in the insurance industry, dedicated to helping clients make better decisions. Our team is united through trust, and we're passionate about empowering our colleagues and clients to succeed.

What We Do

As a Client Success Specialist at Aon, you'll play a vital role in delivering innovative solutions to our clients. Your responsibilities will include:

  • Resolving basic inquiries related to Aon Client Services (ACS) service delivery, and referring more complex inquiries to senior team members;
  • Identifying and retrieving relevant compliance documentation necessary to process renewals, invoices, and other ACS results;
  • Performing vital activities or supporting 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;
  • Seeking assistance from team members when confronted with unfamiliar or complex processing transactions;
  • Monitoring and attending to requests via Polaris that require prompt actions;
  • Ensuring the system of record (Xpress) is accurate and current to ensure outputs and client results are produced according to guidelines and policy details;
  • Collaborating closely and being responsive to inquiries from outsourced providers to handle and ensure the timeliness and quality of outputs;
  • Uploading, indexing, or attaching documents in the Document Management System;
  • Performing 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.);
  • Helping colleagues troubleshoot and resolve basic client issues around ACS services;
  • With assistance from sales and broking, addressing and completing special client projects;
  • Participating in internal renewal meetings where required.

Why Join Aon

At Aon, we value our colleagues' personal growth and well-being. We provide empowering tools and training to build their skills and encourage them in growth opportunities. Our team is diverse, inclusive, and caring, and we're passionate about helping our colleagues and clients succeed.

Requirements

To be successful in this role, you'll need:

  • At least 6 months of experience in the insurance industry;
  • High attention to detail;
  • Developed interpersonal and collaborative skills;
  • Outstanding customer service;
  • Good oral and written communication skills in both English and French, and the 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;
  • AMF license preferred or desire to obtain it;
  • Working towards CAIB, CRM, or CIP is considered an asset.

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