Customer Service Specialist I [Property & Casualty] - 1
Fort Washington, PA 19034
We currently have an exciting career opportunity for a Customer Service Specialist I in our Fort Washington, PA office. This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Trust department.
DUTIES AND RESPONSIBILITIES:
Handle inbound and outbound calls via 800 lines with multi-product portfolio- both Property and Casualty products and Life and Health products
Respond to customer communications via email and written correspondence
Maintain service, quality and timeliness standards
Interact with other departments on various projects including new programs, products and technology
Support knowledge management transfer within the department through training, quality and intranet projects
Evaluate individual customers’ needs and propose additional insurance products based on personal and business needs
Maintains customer records by updating account or policy information.
Provide analysis support and prepare reports for accurate business results for the carrier
Reconcile client payments against the policy administration system
Possess active Property & Casualty license or willing to obtain one within 3 months of hire
Demonstrated skills and abilities to be goal oriented and solve complex issues
Learn multiple products to support revenue growth for program business
Possess excellent organizational and verbal communication skills
Experience with CRM- Customer Relationship Management System preferred
Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer’s needs.
Ability to provide excellent quality service to customers
Demonstrated ability in handling details and key follow up capability
Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software
Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
Ability to work independently and as a team member
Ability to think critically and use sound judgment when serving clients
Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions
Bachelor’s Degree preferred, or commensurate work experience
MINIMUM REQUIRED EXPERIENCE:
1-3 years’ experience in customer service/call center/sales and service supporting multiple insurance products and/or financial services products.
We offer you
A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Required Knowledge, Skills, and Abilities: (Submission Summary):
1. Bachelor’s Degree preferred, or commensurate work experience
2. 1-3 years’ experience in customer service/call center/sales and service supporting multiple insurance products and/or financial services products.
3. US Citizen or Green Card holder.