Client Success Specialist

Aon
Toronto
Workplace: OnsiteFull time43,500 - 58,000Function: Customer Success & Account ManagementSkills: ["Attention to detail","Interpersonal skills","Collaboration","Communication","Customer service"]

Support Aon’s Commercial Risk clients by resolving basic Aon Client Services (ACS) inquiries and referring more complex cases to senior team members. Manage renewals and invoice-related requests by retrieving compliance documentation, issuing certificates and endorsements, monitoring work in Polaris, and ensuring accuracy in Xpress. Coordinate document uploads and perform pre-renewal account reviews with sales and broking while collaborating with outsourced providers to meet timeliness and quality expectations.

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FursaFursa
Aon
Aon
2 days ago

Client Success Specialist

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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 3 months ago

Job Summary

Support Aon’s Commercial Risk clients by resolving basic Aon Client Services (ACS) inquiries and referring more complex cases to senior team members. Manage renewals and invoice-related requests by retrieving compliance documentation, issuing certificates and endorsements, monitoring work in Polaris, and ensuring accuracy in Xpress. Coordinate document uploads and perform pre-renewal account reviews with sales and broking while collaborating with outsourced providers to meet timeliness and quality expectations.
Location: Toronto
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Resolve basic ACS inquiries (e.g., output delivery and basic invoice questions) and route complex issues to senior team members.
  • •Retrieve compliance documentation and support renewal/invoicing processes, including issuing certificates/auto IDs and processing endorsements and other client requests.
  • •Monitor and process requests via Polaris with prompt action and ensure outputs align with guidelines and policy details.
  • •Maintain accuracy of the system of record (Xpress) and manage document uploads/organization in the Document Management System.
  • •Collaborate with sales and broking teams for pre-renewal account reviews and help troubleshoot basic client issues; support special client projects with assistance.

Pay and Benefits

Salary: 43,500 - 58,000

Key Requirements

  • •6+ months of experience in the insurance industry is preferred.
  • •High attention to detail and strong interpersonal, collaborative skills in a team environment.
  • •Excellent oral and written communication skills with outstanding customer service.
  • •Proficiency with the MS Office suite.
  • •Post-secondary education in an insurance-related field (or equivalent office experience) is preferred; RIBO license preferred/working toward CAIB, CRM or CIP is an asset.
Experience:Insurance
Education:
Skills:Attention to detailInterpersonal skillsCollaborationCommunicationCustomer service
Licenses:RIBO
Certifications:RIBOCAIBCRMCIP
Tech Stack:MS Office suitePolarisXpressDocument Management System

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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