Client Success Specialist

Aon
Montreal
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Attention to detail","Interpersonal skills","Collaboration","Communication","Customer service"]

Help ensure smooth delivery of Aon Client Services (ACS) for the Commercial Risk division by handling basic client and invoice inquiries, retrieving compliance documentation for renewals, and supporting renewal processing. Maintain accurate records in systems of record (including Xpress), monitor requests in Polaris, manage document uploads, and collaborate with sales and broking teams on pre-renewal reviews, certificates, endorsements, and client projects.

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FursaFursa
Aon
Aon
2 days ago

Client Success Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Help ensure smooth delivery of Aon Client Services (ACS) for the Commercial Risk division by handling basic client and invoice inquiries, retrieving compliance documentation for renewals, and supporting renewal processing. Maintain accurate records in systems of record (including Xpress), monitor requests in Polaris, manage document uploads, and collaborate with sales and broking teams on pre-renewal reviews, certificates, endorsements, and client projects.
Location: Montreal
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Resolve basic ACS service delivery inquiries and refer more complex issues to senior team members.
  • •Retrieve relevant compliance documentation needed to process renewals, invoices, and other ACS results.
  • •Support renewal activities by processing invoices, issuing auto IDs, renewal/urgent certificates, and handling endorsements and client requests.
  • •Monitor and complete requests in Polaris promptly; ensure the Xpress system of record stays accurate and current.
  • •Upload, index, or attach documents in the Document Management System and participate in pre-renewal account reviews and renewal meetings as required.

Key Requirements

  • •6+ months of experience in the insurance industry is preferred.
  • •High attention to detail.
  • •French/English bilingualism required due to frequent interactions with clients and partners in Quebec and other Canadian provinces (and/or internationally).
  • •Excellent oral and written communication skills and outstanding customer service.
  • •Proficiency with the MS Office suite; post-secondary education in an insurance-related field or equivalent office experience is preferred; AMF license preferred (or desire to obtain it).
Experience:Insurance industryCommercial risk
Education:
Skills:Attention to detailInterpersonal skillsCollaborationCommunicationCustomer service
Licenses:AMF license
Certifications:AMF licenseCAIBCRMCIP
Languages:EnglishFrench
Tech Stack:PolarisXpressDocument Management SystemMS OfficeAuto IDsRenewal certificatesEndorsements

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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