Client Success Specialist at Aon Corporation | CA | Rezi

Client Success Specialist at Aon Corporation

Client Success Specialist

Aon Corporation · CA

3 days ago

Client Success Specialist

Aon Corporation · CA

3 days ago
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About the Role

This role offers an opportunity to apply existing insurance experience and knowledge within an industry-leading, global organization, contributing to innovative and effective solutions for the Commercial Risk division.

Responsibilities

  • Resolve basic inquiries associated with Aon Client Services (ACS) service delivery and refer complex inquiries to senior team members.
  • Identify and retrieve relevant compliance documentation for renewals, invoices, and other ACS results.
  • Perform vital activities or support sales & broking teams in initiating renewals, processing invoices, 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 are 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.
  • Help colleagues troubleshoot and resolve basic client issues around ACS services.
  • Address and complete special client projects with assistance from sales and broking.
  • Participate in internal renewal meetings where required.

Requirements

  • 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.

Skills

  • Insurance industry experience
  • High attention to detail
  • Developed interpersonal and collaborative skills
  • Ability to work in a team environment
  • Excellent oral and written communication skills
  • Outstanding customer service
  • Proficiency with the MS Office suite
  • RIBO license preferred or desire to obtain it
  • Working towards CAIB, CRM or CIP is considered an asset

Location

  • Toronto

Work Type

  • Existing Vacancy

Experience Level

  • 6 + months of experience in the insurance industry is preferred

Education Level

  • Post-secondary education in an insurance-related field or equivalent years of office experience is preferred

Salary/Compensations

  • $43,500.00 - $58,000.00

About the Company

  • 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.