Licensed Customer Service Specialist II

Aon Corporation • Fort Washington, PA

8d • Hybrid

About The Position

Aon currently has an exciting career opportunity for a Customer Service Specialist II in our Fort Washington, PA office. This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Programs Department. OFFICE BASED in Ft. Washington, PA during the first 3-6 months for training and then can be 1-2 days a week working remotely.

Requirements

• Bachelor’s Degree preferred, or commensurate work experience
• 1-3 years’ experience in sales and service supporting multiple insurance products and/or financial services products.
• Life, Accident & Health, Series 6& 63, Variable Life licenses are required and P&C license is preferred
• Experience with the VUL products and annuities a plus

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
• Work with variable lines product, audits and compliance
• 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 household and business needs

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: Mid Level