Aon

3 weeks 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: 10 hours agoStatus: Live

Job Summary

Manage end-to-end client service for in-force individual life insurance policyholders in the Individual Life Solutions division. Provide exceptional service by entering and maintaining accurate application and case information, coordinating medical orders and underwriting requirements, and tracking case status with clear updates to internal teams, advisors, and clients. Ensure compliance through organized documentation while using carrier portals and Salesforce to support policy accuracy.

Location: Markham, Toronto

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Enter new insurance applications into carrier portals with complete and accurate information.
•Place and track medical orders, coordinate medical tests with vendors and applicants, and manage required underwriting documentation.
•Track and monitor case status, providing regular updates to internal teams, advisors, and clients.
•Maintain and organize case-related documentation to ensure compliance with company and industry standards.
•Enter underwriting and policy data into Salesforce and work with proposed insureds and carriers to obtain Attending Physician Statements (APS).

Pay and Benefits

Perks:Annual BonusPensionHealth InsuranceLearning BudgetMembership Dues

Key Requirements

•Typically 2+ years of experience in administration and servicing individual insurance products (life, disability) or experience in medical office administration.
•Strong knowledge of insurance carrier products and services (e.g., RBC, Manulife, Canada Life) and relevant industry trends.
•Proficiency in Microsoft Office and Excel.
•Excellent interpersonal, verbal, and written communication, including strong client service experience (predominantly email).
•High attention to detail with strong organizational and multitasking skills in a fast-paced environment.

Experience:2+ yearsInsuranceAdministrationCustomer serviceMedical office administration

Education:Bachelor's

Skills:Organizational skillsMultitaskingCommunicationProblem-solvingAttention to detail

Tech Stack:Microsoft OfficeExcelSales ForceCarrier portals

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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