Insurance Client Service Specialist

Posting Description

Aon Is Looking for an Insurance Client Service Specialist

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the reverse flow Canada Desk. This is a hybrid role based out of our Bloomington/Richfield MN office.

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.

What the day will look like

In this role, you will work on US business for our Canadian clients. You will assist the Account Executives and Associate Account Executives on assigned accounts, managing key processes that serve clients (including complex clients) and undertaking the client-facing and internal activities related to these processes. Account Specialists will also assist Brokers as necessary, particularly on Commercial Risk business.

Job Responsibilities:

• Assists the account management team (account executives, brokers, etc.) on assigned accounts, managing the day-to-day client support service processes.

• Where applicable, serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively.
• Interface with team on administration matters such as following-up on invoice generation, receivables and collections. Review and resolve income leakage reports, etc., as needed.
• Maintain open items lists on a variety of projects for assigned clients
• Continue to develop technical elements of the job, in order to confidently articulate the merits of our team’s role to internal or external clients
• Process endorsements/audits, certificates of insurance, auto , invoicing and policy transmittals.
• Assists broker with renewal processes such as renewal requests and proposals
• Working with Surplus Lines Unit to ensure placement is compliant, proper documentation obtained, taxes and fees are correctly assessed and processed on invoice.
• Assist Canada Desk team as back up as needed

Knowledge and Expertise:

• 1+ years of experience within client/customer support role, preferably with an insurance company, broker or agency.
• Property/Casualty Insurance license preferred. If not licensed, license must be obtained within six months of start date.
• Excellent organization skills, and keen attention to detail and the ability to multi-task.
• Ability to communicate effectively with others (written and oral).
• Proficiency in Microsoft office products such as Word, Excel and Outlook required as well as the ability to learn/work with AI.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self thermore, 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 for our colleagues as well.

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 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,…