Operations Specialist II

Aon Is Looking For An Operations Specialist II This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Programs Department and will be based out of the Fort Washington, PA office with a Hybrid 4 days in the office schedule. This position is accountable for oversight and processing of beneficiary changes, assignment of benefits, and life insurance and disability claims submissions for the Insurance Trust. A key accountability is supporting all of the customer communication, documentation, and timelines for legal issues or customer escalations. The balance scorecard requirement reported to the client requires 100% accuracy. 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, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like: Respond to carrier communications via email and written correspondence Identify customer issues requiring new business processing, increase in coverage and/or transfer issues that require carrier or technology intervention 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 Maintains customer records by updating account or policy information Handles LTD and LTC waivers, approvals, and terminations LTC verification of coverage LTC death reconciliation, completed monthly LTC waivers, completed monthly Yearly life reconciliation for old waivers Skills and experience that will lead to success: Must possess an active Life, Accident, and Health license and/or Property & Casualty license 5+ years processing Life, Health and Disability products 2+ years of creating procedures and/or SOPs for support teams Developed expertise in business rules and processes for Life, Health, and Disability products Long Term Care experience is a plus Working with an offshore vendor is a plus How we support our colleagues: In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, 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, diverse 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 ReasonableAccommodations@Aon.com 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 $50,000 to $55,000 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, but not limited to: 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, including 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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID 2545917 Aon Is Looking For An Operations Specialist II This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Programs Department and will be based out of the Fort Washington, PA office with a Hybrid 4 days in the office schedule. This position is accountable for oversight and processing of beneficiary changes, assignment of benefits, and life insurance and disability claims submissions for the Insurance Trust. A key accountability is supporting all of the customer communication, documentation, and timelines for legal issues or customer escalations. The balance scorecard requirement reported to the client requires 100% accuracy. 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, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like: Respond to carrier communications via email and written correspondence Identify customer issues requiring new business processing, increase in coverage and/or transfer issues that require carrier or technology intervention 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 Maintains customer records by updating account or policy information Handles LTD and LTC waivers, approvals, and terminations LTC verification of coverage LTC death reconciliation, completed monthly LTC waivers, completed monthly Yearly life reconciliation for old waivers Skills and experience that will lead to success: Must possess an active Life, Accident, and Health license and/or Property & Casualty license 5+ years processing Life, Health and Disability products 2+ years of creating procedures and/or SOPs for support teams Developed expertise in business rules and processes for Life, Health, and Disability products Long Term Care experience is a plus Working with an offshore vendor is a plus How we support our colleagues: In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, 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, diverse 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 ReasonableAccommodations@Aon.com 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 $50,000 to $55,000 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, but not limited to: 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, including 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 p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-KH2 #LI-HYBRID