Client Service Representative
2 days ago
We're seeking a Client Service Representative to join our team at Aon. As a key member of our client-facing team, you will be responsible for managing key processes that serve clients (including complex clients) and undertaking client-facing and internal activities related to these processes.
Key responsibilities include:
- Managing key processes that serve clients (including complex clients)
- Undertaking client-facing and internal activities related to these processes
- Assisting Brokers as necessary, particularly on Commercial Risk business
- Performing submission assembly/creation where assigned
- Facilitating the timely and accurate flow of information between clients, and account team members
- Handling client open items lists and responding to client ad-hoc requests
- Gathering and analyzing data and drafting assigned elements of stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation
- Actively supporting and monitoring the renewal process
- Receiving and handling routine and sophisticated coverage inquiries and endorsement requests
- Serving as key client liaison for items such as certificates, auto IDs, location additions, invoices, Workers Compensation posting notices, allocations, premium finance agreements, summaries of insurance, and policy transmittals
- Monitoring and following-up on invoice generation, fee agreements, receivables, and collections
- Addressing and resolving problems
An Associate's degree is preferred or equivalent years of industry experience. A Property & Casualty Insurance License is preferred, or to be acquired within 120 days of start date.
BenefitsA comprehensive benefits package is offered, including a 401(k) savings plan with employer contributions, medical, dental, and vision insurance, various types of leaves of absence, paid time off, and more.
At Aon, we value innovation, diversity, and inclusivity in the workplace. We strive to create an environment where all colleagues feel empowered to be their authentic selves.
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