Customer Service Specialist II

Aon Is Looking For A Customer Service Specialist II This position will support Aon's Affinity Insurance Services group in the AICPA Insurance Programs Department and will be based out of the Fort Washington, PA office with a Hybrid 3 day in the office schedule. This is an important client role providing first level interaction with customers on complex issues to meet core client service expectations, highly satisfied member interactions and mitigation management and client escalations. Duties & Responsibilities Handle inbound and outbound calls via 800 lines with multi-product portfolio- both Life and Disability products as well and Property and Casualty products. Develop Strong expertise in the umbrella programs Support PLUS processing, develop team expertise and support customer escalations Deliver Life Trust annual renewal in September and PLUS annual renewal each November PLUS renewal includes delivery of project plan timely and supporting technology deliver for any state rate increase, rate calculations for web updates and Trust renewal and fulfillment Interact with other departments on various projects including new programs, products and technology Support knowledge transfer/cross training within the department through training, quality and procedures Respond to carrier communications via email and written correspondence Maintain service, quality and timeliness standards Provide direction and support for the Affinity East team as an umbrella SME Update and review SOPs - Standard Operating Procedures for application processing and the Customer Support transactions Required Skills Possess active Life, Accident and Health and Property & Casualty licenses 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 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. Ability to provide excellent quality service to customers Ability to think critically and use sound judgment when serving clients Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions Education Bachelor's Degree preferred, or commensurate work experience Minimum Required Experience 1-3 years' experience in sales and service supporting multiple insurance products and/or financial services products. How we support our colleagues In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working! Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on . Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. The salary range for this position is $50,000 to $55,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. We Offer You Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: 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, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.