Client Success Specialist

Aon Corporation•Calgary, AB

About The Position

Client Success Specialist Role Type: Existing vacancy Interested in exploring something different while applying your existing insurance experience & knowledge? Thinking about joining an industry-leading, global organization for more growth? Then you won’t want to miss this opportunity to join Aon in our dynamic Calgaary team! 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. 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.

Requirements

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;
Excellent oral and written communication skills
Outstanding customer service;
Proficiency with the MS Office suite.

Nice To Haves

Post-secondary education in an insurance-related field or equivalent years of office experience is preferred;
Alberta General Insurance license preferred or desire to obtain it;
Working towards CAIB, CRM or CIP is considered an asset

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.