Customer Service Specialist

Overview

Aon is looking for a Customer Service Specialist I. As part of an industry‑leading team, you will help empower results for our clients by delivering innovative and effective solutions. This role has the flexibility to be based in Fort Washington, PA with a hybrid schedule (preferred) or 100% remote.

As a member of our customer service team, you will interact with customers, support internal projects, and help identify opportunities for additional products.

• Handle inbound and outbound calls via 800 lines with a multi‑product portfolio – Professional Liability products.
• 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 personal and business needs.
• Maintain customer records by updating account or policy information and reconciling client payments against the policy administration system.

• Possess an active Property & Casualty Producer license – candidates without a P&C license will not be considered.
• 1‑3 years experience in customer service/call center/sales and service supporting multiple insurance products and/or financial services products.
• Experience with Professional Liability insurance for healthcare professionals.
• Demonstrated goal‑oriented skills and ability to solve complex issues.
• Strong multi‑tasker.
• Experience with CRM (Customer Relationship Management System) preferred.
• Demonstrated attention to detail and follow‑up capability.
• Strong PC skills with solid knowledge of Word, Excel and PowerPoint.
• Ability to identify process efficiencies and handle daily activities in a thorough and accurate manner.
• Ability to think critically and use sound judgment when serving clients.
• Demonstrated relationship‑building skills evaluating individual insurance needs and offering appropriate products or solutions.

• Bachelor’s degree in a relevant field or equivalent work experience.

The salary range for this position (intended for U.S. applicants) is $40,000 to $45,000 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.

Aon offers a comprehensive package of benefits for full‑time and regular part‑time colleagues, including 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, 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.

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. If you would like to learn more about the reasonable accommodations we provide, email Rea

For positions in San Francisco and Los Angeles, we will consider qualified applicants with an arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

2579689