Client Service Associate

Aon
United States
Workplace: OnsiteFull timeUSD 46,500 - 60,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1-5 yearsEducation: high_schoolSkills: ["Communication","Professionalism","Attention to detail","Prioritization","Multitasking","Initiative","Teamwork","Planning","Critical thinking"]

Support the Relationship Manager by scheduling and coordinating new policy and ongoing client service activities. Prepare pre-sale meeting materials, manage underwriting and policy delivery follow-ups, and handle insurance policy service requests and collateral/claims coordination. Maintain accurate client and policy information in MOSAIC, manage office-facing client operations, and proactively support coverage retention while delivering polished client correspondence and communication.

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FursaFursa
Aon
Aon
3 days ago

Client Service Associate

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Support the Relationship Manager by scheduling and coordinating new policy and ongoing client service activities. Prepare pre-sale meeting materials, manage underwriting and policy delivery follow-ups, and handle insurance policy service requests and collateral/claims coordination. Maintain accurate client and policy information in MOSAIC, manage office-facing client operations, and proactively support coverage retention while delivering polished client correspondence and communication.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Prepare meeting preparation documents for clients/prospects prior to sales meetings.
  • •Perform insurance underwriting duties and coordinate underwriting follow-ups, including documentation and notes in MOSAIC.
  • •Process insurance policy service requests (e.g., address, beneficiary/ownership changes, premium mode, dividend option changes) and coordinate collateral assignments, death/disability claims, and fund allocation changes.
  • •Maintain data accuracy by regularly updating client and policy information in MOSAIC and managing client files, tasks, and case management.
  • •Support Relationship Manager operations by managing calendars, scheduling/confirming meetings, greeting clients, and crafting client correspondence per the Lenox Style Guide.

Pay and Benefits

Salary: USD 46,500 - 60,000 annually
Perks:401kPaid Leave

Key Requirements

  • •High School Diploma.
  • •1–3 years of customer service experience.
  • •3–5 years of industry experience.
  • •Excellent verbal and written communication skills with the ability to interact diplomatically and professionally.
  • •Strong attention to detail and the ability to prioritize and multitask in a fast-paced environment.
Experience:1-5 yearsCustomer serviceInsurance
Education:High School
Skills:CommunicationProfessionalismAttention to detailPrioritizationMultitaskingInitiativeTeamworkPlanningCritical thinking
Languages:En-us
Tech Stack:MOSAICMicrosoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

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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