Conservation Associate

Aon
New York
Workplace: RemoteFull timeUSD 53,000 - 65,000 annuallyFunction: Environmental & SustainabilityEducation: high_schoolSkills: ["Organizational skills","Communication","Customer service","Diplomacy","Problem-solving"]

Conserve an existing book of business by monitoring and contacting clients about overdue insurance premiums, tracking attempts in MOSAIC, and coordinating with Relationship Managers and Client Service Associates to resolve issues. Advise clients on payment options and facilitate common transaction requests. Maintain accurate client data, complete address-change updates, research information requests, and identify potential new sales opportunities through retention communications.

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FursaFursa
Aon
Aon
1 day ago

Conservation Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Conserve an existing book of business by monitoring and contacting clients about overdue insurance premiums, tracking attempts in MOSAIC, and coordinating with Relationship Managers and Client Service Associates to resolve issues. Advise clients on payment options and facilitate common transaction requests. Maintain accurate client data, complete address-change updates, research information requests, and identify potential new sales opportunities through retention communications.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Environmental & Sustainability
Seniority: Entry level

Key Responsibilities

  • •Lead premium retention efforts by notifying clients of overdue insurance premiums via phone or email.
  • •Track all contact attempts and progress in MOSAIC and keep stakeholders informed of problematic cases.
  • •Advise clients on payment options and where to mail payments; facilitate transactions such as credit card and ACH drafts.
  • •Research and follow through on information requests to assist with problem resolution.
  • •Ensure data accuracy in MOSAIC, administer address change transactions, and update carrier information.

Pay and Benefits

Salary: USD 53,000 - 65,000 annually
Perks:Paid Leave401kHealth InsurancePaid Holidays

Key Requirements

  • •Solid understanding of MassMutual products and the ability to articulate complex technical product features.
  • •1–3 years of customer service experience.
  • •High School Diploma (or equivalent); college degree preferred.
  • •Life and Health License preferred or able to obtain within 6–12 months of hire.
  • •Strong organizational and communication skills, including customer service, negotiation, and problem-solving abilities.
Experience:InsuranceFinancial services
Education:High School
Skills:Organizational skillsCommunicationCustomer serviceDiplomacyProblem-solving
Licenses:Life and Health License
Certifications:Life and Health License
Languages:English
Tech Stack:MOSAIC

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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