Client Service Specialist II

Aon is looking for a Client Service Specialist II

We currently have an exciting career opportunity for a Client Service Specialist II in our Fort Washington, PA office. This position will support Aon Affinity Commercial Solutions.

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.

• Support the Account Executives on assigned accounts,managing key processes that serve clients includingservicingnew and renewal business.
• Assist with gathering information from prospectsin order to identify their insurance needs.
• Review submissions for accuracyandbefore 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.

• Support the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal business.
• Three - five years of Property & Casualty insurance, risk management or brokerage experience.
• 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.

• Bachelor’s Degree preferred, or commensurate work experience.

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile, inclusive 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, 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 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…