Customer Service Specialist I

Aon Corporation • Fort Washington, PA

5d • Hybrid

About The Position

Aon currently has an exciting career opportunity for a Licensed Customer Service Specialist I in our Fort Washington, PA office. This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust department. This role is office based the first 6 months in our Fort Washington, PA location. From 6-12 months it can be hybrid working 1 day a week remotely. After one year, it can be hybrid working 2 days per week remotely. 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

• Possess active Property & Casualty licenses and obtain Life, Health & Accident within 90 days
• Demonstrated skills and abilities to be goal oriented and solve complex issues
• Learn multiple products to support revenue growth for program business
• Possess excellent organizational and verbal communication skills
• Strong multi-tasker
• Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs
• Ability to provide excellent quality service to customers
• Demonstrated ability in handling details and key follow up capability
• Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software
• Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
• Ability to work independently and as a team member
• Ability to think critically and use sound judgment when serving clients
• Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions

Nice To Haves

• Experience with CRM- Customer Relationship Management System preferred
• Property & Casualty active licenses and P&C license preferred and must obtain within 90 days.

Responsibilities

• Handle inbound and outbound calls via 800 lines with multi-product portfolio- both Life and Health products as well and Property and Casualty products
• Respond to customer communications via email and written correspondence
• Maintain service, quality and timeliness standards
• Interact with other departments on various projects including new programs, products and technology
• Support knowledge management transfer within the department through training, quality and intranet projects
• Evaluate individual customers’ needs and propose additional insurance products based on personal and business needs
• Maintains customer records by updating account or policy information.
• Provide analysis support and prepare reports for accurate business results for the carrier
• Reconcile client payments against the policy administration system.

Benefits

• a 401(k) savings plan with employer contributions
• an employee stock purchase plan
• consideration for long-term incentive awards at Aon’s discretion
• medical, dental and vision insurance
• various types of leaves of absence
• paid time off, including 12 paid holidays throughout the calendar year
• 15 days of paid vacation per year
• paid sick leave as provided under state and local paid sick leave laws
• short-term disability and optional long-term disability
• health savings account
• health care and dependent care reimbursement accounts
• employee and dependent life insurance and supplemental life and AD&D insurance
• optional personal insurance policies
• adoption assistance
• tuition assistance
• commuter benefits
• an employee assistance program that includes free counseling sessions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level