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Operations Specialist II
2 months ago
Aon is seeking an experienced Operations Specialist II to support our Affinity Insurance Services group in the AICPA Insurance Programs Department. This role will be based out of our Fort Washington, PA office with a Hybrid 4 days in the office schedule.
Key Responsibilities- Oversee and process beneficiary changes, assignment of benefits, and life insurance and disability claims submissions for the Insurance Trust.
- Support all customer communication, documentation, and timelines for legal issues or customer escalations, ensuring 100% accuracy on balance scorecards.
- 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.
- Maintain customer records by updating account or policy information.
- Handle LTD and LTC waivers, approvals, and terminations.
- Verify LTC coverage.
- Perform LTC death reconciliation, completed monthly.
- Process LTC waivers, completed monthly.
- Conduct yearly life reconciliation for old waivers.
- 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.
Aon is in the business of better decisions, shaping decisions for the better to protect and enrich the lives of people around the world. We are united through trust as one inclusive, diverse team, passionate about helping our colleagues and clients succeed.
We offer 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, medical, dental, and vision insurance, various types of leaves of absence, paid time off, and more.
