Customer Service Specialist I at Aon Plc: 100% Remote (Fort Washington, PA, US)
Title: Customer Service Specialist I
Location: United States
Job Description:
As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. This role has the flexibility to be based in Fort Washington, PA with a hybrid schedule (preferred) or 100% remote.
Your impact as a Customer Service Specialist I
Job 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.
Required Experience:
- 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.
- Experience with CRM- Customer Relationship Management System preferred.
- 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.
Education:
- Bachelor’s degree in relevant field, or equivalent work experience.
