Customer Service Specialist I

Aon is seeking a Customer Service Specialist I to support clients through innovative and effective insurance solutions. The role handles customer communications, maintains policy and payment records, supports departmental projects and training, and evaluates customer needs to recommend appropriate insurance products.

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 and reconcile client payments against the policy administration system

Requirements:

• • Possess an active Property & Casualty Producer license is required. Candidates will not be considered if they do not have a P&C license.
• • 1-3 years experience in customer service/call center/sales and service supporting multiple insurance products and/or financial services products
• • Experience with Professional Liability insurance for healthcare professionals
• • Demonstrated skills and abilities to be goal oriented and solve complex issues
• • Strong multi-tasker
• • 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
• • Bachelor's degree in relevant field, or equivalent work experience
• • Experience with CRM- Customer Relationship Management System preferred