Client Success Specialist

3 weeks ago


Montreal, Canada Aon Full time

Join to apply for the Client Success Specialist role at Aon 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. Responsibilities 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. Qualifications 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; French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally; Excellent oral and written communication skills; 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. Seniority Level Entry level Employment Type Full-time Job Function Sales, Business Development, and Customer Service Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. #J-18808-Ljbffr



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