Client Success Specialist

Job Title: Client Success Specialist Role Type: Existing Vacancy Interested in exploring something different while applying your existing insurance experience & knowledge? Thinking about joining an industry-leading, global organization for more growth? Then you won’t want to miss this opportunity to join Aon and our dynamic team In Montreal! Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed. What the day will look like As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Commercial Risk division. Resolve basic inquiries associated with all aspects of Aon Client Services (ACS) service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refer more complex inquiries to senior team members; Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and any other ACS results; Perform vital activities or support sales & broking teams in initiating a renewal, processing an invoice, issuing auto IDs, issuing renewal and urgent certificates, initiating endorsements and processing other client requests; Seek assistance from team members when confronted with unfamiliar or complex processing transactions; Monitor and attend to requests via Polaris that require actions promptly; Ensure the system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy details; Collaborate closely and be responsive to inquiries from outsourced providers to handle and ensure the timeliness and quality of outputs; Upload, index or attach documents in the Document Management System; Perform pre-renewal account review with the sales and broking team to meet client expectations related to timelines and to ensure accuracy of results (certificates, invoices, endorsements, etc.); Help colleagues troubleshoot and resolve basic client issues around ACS services; With assistance from sales and broking, address and complete special client projects; Participate in internal renewal meetings where required. How this opportunity is different Your role as a Client Success Specialist embodies our company’s culture as Aon United, where we work as one team and where everyone is made to feel included. We are a caring and motivated team. Our focus is making sure our internal and external clients, as well as prospective clients, are being provided the utmost excellent and precise service, along with inheriting excellent relationships and bonds as we work closely with them in providing knowledge, professionalism and expertise. Finding a balance between personal growth and well-being is important to us. We provide our colleagues with empowering tools and training to build their skills and encourage them in growth opportunities. Skills and experience that will lead to success 6 + months of experience in the insurance industry is preferred; High attention to detail; Developed interpersonal and collaborative skills, with the ability to work in a team environment; French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally. Excellent oral and written communication skills Outstanding customer service; Proficiency with the MS Office suite. Post-secondary education in an insurance-related field or equivalent years of office experience is preferred; AMF license preferred or desire to obtain it; Working towards CAIB, CRM or CIP is considered an asset Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. #LI-AM3 2582138

The Client Success Specialist will support the Commercial Risk division by resolving client inquiries, processing renewals, and managing invoices. They will collaborate with sales and broking teams to ensure accurate service delivery and maintain client records.

Candidates should have at least 6 months of insurance industry experience and strong attention to detail. Proficiency in MS Office and bilingualism in English and French are required for this role.

• Service à la clientèleSouhaitée
• Résolution de problèmesSouhaitée
• Souci du détailSouhaitée
• Saisie de donnéesSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Insurance industry knowledge
• Customer service
• Attention to detail
• Interpersonal skills
• Collaborative skills
• MS Office suite
• Communication skills
• Problem solving
• Data entry
• Compliance documentation
• Account management
• Insurance Industry
• Professionalism
• Bilingual (French/English)
• Customer Relationship Management
• Customer Service
• Client Services
• Communication
• Document Management Systems
• Sales
• Innovation
• Invoicing
• Microsoft Office
• Troubleshooting (Problem Solving)
• Collaboration
• Teamwork
• Detail Oriented

• Customer Service & Support
• Finance & Accounting
• Administrative
• Consulting
• Client Success Specialist
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives

Formation minimale

Diplôme professionnel

Expérience minimale

0+ ans

Postuler avant le

19 août 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine