Client Service Specialist II

Client Service Specialist II

Aon is looking for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions and will be 100% remote.

What the day will look like:

• Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business.
• Assist with gathering information from prospects in order to identify their insurance needs.
• Review submissions for accuracy and before forwarding to the Account Executive.
• Assist sales with renewal solicitations within targeted timelines.
• Manage daily phone coverage to achieve department standards.
• Provide continued client servicing to include binders, mid-term endorsements, certificates of insurance, policy renewals, etc.
• Receives and handles routine and sophisticated coverage inquiries and endorsement requests.
• Assist with maintenance of billing and Premium Financing Terms.
• Primary collaborator with Premium Accounting on client billing matters.
• Monitors and follows-up on invoice generation, receivables, and collections.
• Addresses and resolves problems.
• Advise and assist clients on making claims on their policies.
• Maintain insured files and clearly and appropriately document account to ensure adherence to Program standards.
• Provide recommendations and suggestions for improvements in any aspects relating to process efficiency.
• Build and maintain ongoing relationships with clients, partners and internal team.
• May participate in special projects as assigned, such as training or communication sessions within or outside of the company.

Education: Bachelor's Degree preferred, or commensurate work experience.

Aon values an innovative and inclusive 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 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. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.