Customer Service Specialist I

Customer Service Specialist I - Fort Washington, PA Hybrid role: work in Fort Washington, PA office during training for ~6 months then 1-2 days work from home. We currently have an exciting career opportunity for a Customer Service Specialist I in our Fort Washington, PA office. This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust department. 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 team and we are passionate about helping our colleagues and clients succeed. What the day will look like Handle inbound and outbound calls via 800 lines with multi-product portfolio – both Life and Health products as well as Property and Casualty products. Respond to customer communications via email and written correspondence. Maintain service, quality and timeliness standards. 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. Evaluate individual customers’ needs and propose additional insurance products based on personal and business needs. Maintain customer records by updating account or policy information. Provide analysis support and prepare reports for accurate business results for the carrier. Reconcile client payments against the policy administration system. Skills and experience that will lead to success Possess active Life, Accident and Health and Property & Casualty licenses or obtain within 4 months. Demonstrated skills and abilities to be goal oriented and solve complex issues. Learn multiple products to support revenue growth for program business. Possess excellent organizational and verbal communication skills. Strong multi-tasker. Experience with CRM – Customer Relationship Management System preferred. Excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs. Provide excellent quality service to customers. Demonstrated ability in handling details and key follow up capability. Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software. Identify process efficiencies and handle daily activities in a thorough and accurate fashion. Work independently and as a team member. Think critically and use sound judgment when serving clients. Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions. Minimum Education Bachelor’s Degree preferred, or commensurate work experience. Minimum Required Experience 1-3 years’ experience in sales and service supporting multiple insurance products and/or financial services products. Life, Accident & Health license an added plus. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well. 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 and inclusive 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 are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. 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. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $45,000 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. Summary of all the benefits offered for this position 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 program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-BK1 #J-18808-Ljbffr