Client Success Specialist

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

**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 in a timely manner;
- Ensure system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy detail;
- Collaborate closely and be responsive to inquiries from outsourced provider to handle and ensure the timeliness and quality of outputs;
- Upload, index or attach documents in 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 meeting where required.

**How this opportunity is different**:
Your role as a Client Success Specialist is embodying 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 driven team. Our focus is making sure our internal and external client, as well as prospective clients are being provided the utmost excellent and precise service, along with inheriting great 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, preferred;
- High attention to detail;
- Developed interpersonal and collaborative skills;
- Outstanding customer service;
- Proficiency with the MS Office suite.

**Education**:

- Post-Secondary education in an insurance related field or equivalent years on office experience, 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.

**#LI-AM3**

**#LI-HYBRID