Client Service Representative

4 days ago

Fort Washington, Pennsylvania, United States Aon Full time
About the Role

Aon is seeking a highly skilled Client Service Specialist to join our Commercial Solutions team. As a Client Service Specialist, you will play a critical role in supporting Account Executives on assigned accounts, managing key processes that serve clients, and providing exceptional customer service.

Key Responsibilities
  • Assist with gathering information from prospects to identify their insurance needs.
  • Review submissions for accuracy 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, including binders, mid-term endorsements, certificates of insurance, policy renewals, and more.
  • Receive and handle routine and sophisticated coverage inquiries and endorsement requests.
  • Assist with maintenance of billing and Premium Financing Terms.
  • Collaborate with Premium Accounting on client billing matters.
  • Monitor and follow up on invoice generation, receivables, and collections.
  • Advise and assist clients on making claims on their policies.
  • Maintain insured files and document accounts to ensure adherence to Program standards.
  • Provide recommendations and suggestions for improvements in process efficiency.
  • Build and maintain ongoing relationships with clients, partners, and internal team members.
Requirements
  • A bachelor's degree or equivalent years of industry experience.
  • 3-5 years of Property & Casualty insurance, risk management, or brokerage experience.
  • Property & Casualty License preferred or must be able to obtain within 6 months of hire date.
  • Experience with Microsoft Office Suite products.
  • Excellent communication skills - verbal and written.
  • Customer service experience.
  • Detail-oriented with strong analytical, technical, and problem-solving skills.
  • Small Commercial Insurance experience a plus.
About Aon

Aon is a global professional services firm that provides a range of services, including risk management, insurance, and reinsurance brokerage, human resources, and management consulting. We are committed to helping our clients make better decisions to protect and enrich the lives of people around the world.

We value an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace and 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.

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