Customer Service Specialist I

Aon
Pennsylvania
Workplace: HybridFull timeUSD 40,000 - 45,000 annuallyFunction: Customer Support (Service Desk)Experience: 1-3 yearsEducation: bachelorsSkills: ["Goal oriented","Problem-solving","Multi-tasking","Critical thinking","Relationship-building"]

Handle inbound and outbound customer calls and respond to emails for a multi-product portfolio focused on professional liability. Maintain service, quality, and timeliness standards while updating customer and policy records and reconciling client payments. Partner with other departments on new programs and technology initiatives, and support knowledge management through training and intranet projects. Evaluate customer needs and recommend additional insurance products based on personal and business requirements.

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FursaFursa
Aon
Aon
2 months ago

Customer Service Specialist I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Handle inbound and outbound customer calls and respond to emails for a multi-product portfolio focused on professional liability. Maintain service, quality, and timeliness standards while updating customer and policy records and reconciling client payments. Partner with other departments on new programs and technology initiatives, and support knowledge management through training and intranet projects. Evaluate customer needs and recommend additional insurance products based on personal and business requirements.
Location: Pennsylvania
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Handle inbound and outbound calls using 800 lines for a multi-product professional liability portfolio.
  • •Respond to customer communications via email and written correspondence while meeting service and timeliness standards.
  • •Maintain customer records by updating account or policy information and reconcile client payments against the policy administration system.
  • •Collaborate with other departments on projects involving new programs, products, and technology.
  • •Evaluate individual customer needs and propose additional insurance products based on personal and business needs.

Pay and Benefits

Salary: USD 40,000 - 45,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveTuition Assistance

Key Requirements

  • •Active Property & Casualty Producer license is required (candidates without a P&C license will not be considered).
  • •1-3 years experience in customer service/call center/sales supporting multiple insurance or financial services products.
  • •Experience with Professional Liability insurance for healthcare professionals.
  • •CRM (Customer Relationship Management System) experience is preferred.
  • •Strong PC skills including Word, Excel, and PowerPoint, with attention to detail and follow-up ability.
Experience:1-3 yearsInsuranceCustomer serviceCall center
Education:Bachelor's
Skills:Goal orientedProblem-solvingMulti-taskingCritical thinkingRelationship-building
Licenses:Property & Casualty Producer
Certifications:Property & Casualty Producer license
Languages:English
Tech Stack:CRMWordExcelPowerPoint

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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