Client Service Specialist

The Client Service Specialist will assist Account Executives on assigned accounts, managing key processes, and undertaking client facing and internal activities as they relate to the Aon Private Risk Management business group.

This is achieved through effective communication and partnership with our internal and outsourced partners. This is a virtual opportunity.

Essential functions:

• Maintains effective and productive relationships with clients.
• Perform necessary activities to support Account Executives with processing of renewals, processing client invoices, requesting auto IDs, assisting with surplus lines processes, initiating endorsement requests, and processing other client requests and account servicing functions.
• Provide excellent customer service while answering in-bound phone calls on a toll-free line. Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
• Ensure system of record (Nexsure) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail.
• Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovations, Results and Values.
• Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance Requirements, and Client Promise Methodology).

To be qualified for this role:

• Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities.
• Understands operation processes and methodologies; shown ability to work effectively with moderate guidance and supervision.
• Must have strong Excel skills to import/export data, strong Word skills.
• Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine.

Desired skills (Not required, but will set you apart from other qualified candidates):

• 1-3 years of personal insurance experience a plus; will also consider an individual with a newly acquired secondary education.
• Must have appropriate insurance brokers license (Property and Casualty) or ability to acquire it within 6 months of hire. If you are not already licensed, Aon will be responsible for paying the costs associated with the coursework and examinations according to the Aon licensing policy.
• If you are not already licensed, Aon will be responsible for paying the costs associated with the coursework and examinations according to the Aon licensing policy.
• Experience using XDimensional's Nexsure platform.

The salary range for this position is $32,200 to 54,500 annually. This salary range is an estimate, and 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.

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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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