About the Role
Customer Service Specialist I
- Virtual, Pennsylvania
- Customer Service Delivery
Job Description
Aon is looking for a Customer Service Specialist I
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Aon’s Affinity business group within the Healthcare department. This is a Hybrid position out of the Fort Washington, PA office or 100% remote.
DUTIES AND RESPONSIBILITIES:
- Handle inbound and outbound calls via 800 lines with multi-product portfolio- Professional Liability 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
- Maintains customer records by updating account or policy information
- Reconcile client payments against the policy administration system
REQUIRED SKILLS:
- Possess an active Property & Casualty license is required. Candidates will not be considered if they do not have a P&C license.
- Experience with Professional Liability insurance for healthcare professionals
- Demonstrated skills and abilities to be goal oriented and solve complex issues
- Possess excellent interpersonal and verbal communication skills
- Strong multi-tasker
- Experience with CRM- Customer Relationship Management System preferred
- Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs
- Ability to 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
- Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
- Ability to 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 customer service/call center/sales and service supporting multiple insurance products and/or financial services products.