Client Success Specialist, Aon Advance

Posting Description:
This is a hybrid role with the flexibility to work both virtually and from one of our listed Montreal offices.

**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 a part of Aon Client Services (ACS), colleagues champion the client experience and are very involved in activities related to the placement of clients, invoicing, and post-placement activities. Our national team allows for significant variation in our work, and multiple avenues to continue to grow professionally within Aon. Our team members are supported with premier technology, training and development and a team that seeks colleagues' input into continuous improvement opportunities.
- Resolve sophisticated post-placement and basic inquiries associated with all aspects of service delivery
- Extend assistance in planning and marketing initiatives to the Sales and Broking teams on handling unusual client requirements or complex processing transactions.
- Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and other ACS outputs.
- Perform required activities to 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; Perform pre-renewal account review with cross-functional teams to meet client expectations related to timelines and to ensure the accuracy of documents
- 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 deliverables will be produced according to guidelines and policy detail; upload, index or attach documents in Document Management System.
- Be responsive to inquiries from outsourced providers to manage and ensure the timeliness and quality of outputs.
- Help colleagues troubleshoot and resolve basic client issues around ACS services.
- With assistance from cross-functional colleagues, address and complete special client projects; participate in client visits when required.

**How this opportunity is different**:
Reporting to the Manager, Aon Advance, the Client Success Specialist (CSS) works with a team dedicated to ensuring the relationship between Aon and its clients is exceptional in every way.

Aon recognizes some clients may elect to have a more specialized servicing model to meet their unique business obligations. While we have designed our service processes to address our client's routine insurance administrative requests, we are also prepared to address this client segment. In response to this defined segment, we have created the Aon Advance Team.

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

- A client-centric go-getter who deeply considers our clients in their decisions and actions
- 1-3 years of related Insurance experience is required
- Strong eye for business to support decision-making and execution of activities
- Understanding of insurance principles; specific knowledge and experience on working Global Placements and Specialty Groups an asset.
- Great teammate willing to go above and beyond to deliver excellence in client service as part of the Aon Client Promise; persuasive and genuine interpersonal skills
- Post-secondary education or equivalent work experience
- Hold appropriate license/s or willingness to obtain within 6 months of hire is required
- The ability to work in both official languages is an asset
- Able to adapt to change and connect with others in /outside of the ACS team who need support to navigate an evolving environment
- Achieve the Aon Quality Standard of excellence with our work processes or outcomes and meet all regulatory requirements

**How we support our colleagues**:
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows colleagues to focus on our well-being and work/life balance, ensuring we can be our best selves at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging us to take time for ourselves. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this SmartWorking

Our continuous learning culture inspires and equips us to learn, share and grow, helping colleagues achieve our fullest potential. As a result, we 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.

**LI-AM3**

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