Customer Service Specialist

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.

Job Responsibilities:

• Handle inbound and outbound calls via 800 lines with 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.
• Maintains customer records by updating account or policy information and reconcile client payments against the policy administration system.

• Possess an active Property & Casualty Producer license is required. Candidates will not be considered if they do not have a P&C license.
• 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 skills and abilities to be goal oriented and solve complex issues.
• Strong multi-tasker.
• Experience with CRM
  - Customer Relationship Management System preferred.
• Demonstrated ability in handling details and key follow up capability.
• Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software.
• Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion.
• Ability to think critically and use sound judgment when serving clients.
• Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions.

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

In addition to our comprehensive benefits package, we encourage an inclusive workforce. We offer a variety of working style solutions and recognize that flexibility goes beyond just the place of work. 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 about the reasonable accommodations we provide, email Rea

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with 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.

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…