Customer Service Specialist II

Aon Corporation • Fort Washington, PA

35d • Onsite

About The Position

Aon is looking for a Customer Service Specialist II. We currently have 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. This is an in office position with the possibility to work a hybrid schedule after training. 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 Life, Accident & Health, Series 6 & 63, Variable Life or obtain within 4 months. P&C license preferred.
• 1-3 years’ experience in sales and service supporting multiple insurance products and/or financial services products.
• Experience with the VUL products and annuities a plus.
• 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.
• Experience with CRM- Customer Relationship Management System preferred.
• Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs.
• 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

• P&C license preferred.
• Experience with the VUL products and annuities a plus.
• Experience with CRM- Customer Relationship Management System preferred.

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
• two “Global Wellbeing Days” each year

What This Job Offers

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