Client Service Specialist II

Aon Corporation•Mannsville, OK

7d•Onsite

About The Position

Aon is looking for a Client Service Specialist II. We currently have an exciting career opportunity for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions. 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 team and we are passionate about helping our colleagues and clients succeed.

Requirements

Three - five years of Property & Casualty insurance, risk management or brokerage experience.

Nice To Haves

Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business.
Assist with gathering information from prospects in order to identify their insurance needs.
Review submissions for accuracy and before forwarding to the Account Executive.
Assist sales with renewal solicitations within targeted timelines.
Manage daily phone coverage to achieve department standards.
Provide continued client servicing to include binders, mid-term endorsements, certificates of insurance, policy renewals, etc.
Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
Assist with maintenance of billing and Premium Financing Terms.
Primary collaborator with Premium Accounting on client billing matters.
Monitors and follows-up on invoice generation, receivables, and collections. Addresses and resolves problems.
Advise and assist clients on making claims on their policies.
Maintain insured files and clearly and appropriately document account to ensure adherence to Program standards.
Provide recommendations and suggestions for improvements in any aspects relating to process efficiency.
Build and maintain ongoing relationships with clients, partners and internal team.
May participate in special projects as assigned, such as training or communication sessions within or outside of the company.

Responsibilities

Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business.
Assist with gathering information from prospects in order to identify their insurance needs.
Review submissions for accuracy and before forwarding to the Account Executive.
Assist sales with renewal solicitations within targeted timelines.
Manage daily phone coverage to achieve department standards.
Provide continued client servicing to include binders, mid-term endorsements, certificates of insurance, policy renewals, etc.
Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
Assist with maintenance of billing and Premium Financing Terms.
Primary collaborator with Premium Accounting on client billing matters.
Monitors and follows-up on invoice generation, receivables, and collections. Addresses and resolves problems.
Advise and assist clients on making claims on their policies.
Maintain insured files and clearly and appropriately document account to ensure adherence to Program standards.
Provide recommendations and suggestions for improvements in any aspects relating to process efficiency.
Build and maintain ongoing relationships with clients, partners and internal team.
May participate in special projects as assigned, such as training or communication sessions within or outside of the company.