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.