Client Success Specialist
Aon
- Montreal, QC
- Permanent
- Full-time
- Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refer more complex inquiries to senior team members;
- Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and any other ACS results;
- Perform vital activities or support sales & broking teams in initiating a renewal, processing an invoice, issuing auto IDs, issuing renewal and urgent certificates, initiating endorsements and processing other client requests;
- Seek assistance from team members when confronted with unfamiliar or complex processing transactions;
- Monitor and attend to requests via Polaris that require actions promptly;
- Ensure the system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy details;
- Collaborate closely and be responsive to inquiries from outsourced providers to handle and ensure the timeliness and quality of outputs;
- Upload, index or attach documents in the Document Management System;
- Perform pre-renewal account review with the sales and broking team to meet client expectations related to timelines and to ensure accuracy of results (certificates, invoices, endorsements, etc.);
- Help colleagues troubleshoot and resolve basic client issues around ACS services;
- With assistance from sales and broking, address and complete special client projects;
- Participate in internal renewal meetings where required.
- At least 6 months of experience in the insurance industry is preferred;
- High attention to detail;
- Developed interpersonal and collaborative skills;
- Outstanding customer service;
- Good oral and written communication skills in both English and French, and ability to work in a team environment
- Proficiency with the MS Office suite.
- Post-secondary education in an insurance-related field or equivalent years of office experience is preferred;
- AMF license preferred or desire to obtain it;
- Working towards CAIB, CRM or CIP is considered an asset