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Customer Success Advisor

AON

Fort Washington, PAJob$40–50K/yrPosted 2mo agoSeen in employer's feed 6 days ago

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At a glance

Compensation
$40–50K/yr
Location
Fort Washington, PA
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

P&C LicenseBachelor's degree

Job overview

AON is hiring a Customer Success Advisor. Aon Affinity is seeking a Customer Success Advisor to drive company growth by redefining online insurance care. This role focuses on retaining, renewing, and expanding existing accounts within the CoverWallet HealthCare program. The advisor will manage their own book of business, handle incoming tasks, and ensure account growth by securing additional policies.

Key focus areas include Manage your own book of business, Handle incoming tasks for your assigned business, and Renew and retain customers and accounts.

Successful candidates bring Bachelor's Degree and P&C License. Important skills include Communication, Interpersonal Skills, Customer Success, Account Growth, Attention To Detail, and Technology Aptitude.

Skills & qualifications

RequiredNice to have

Skills

CommunicationInterpersonal SkillsCustomer SuccessAccount GrowthAttention to DetailTechnology AptitudeLearning New Systems

Qualifications

Service / Call Center ExperienceP&C LicenseBachelor's Degree or Equivalent Industry Experience

Benefits

401(k) Match
Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off
Tuition Assistance

Full job description

Aon Affinity is seeking a Customer Success Advisor to impact the growth of our company and help redefine how companies take care of insurance online. The Client Service Advisor will focus on retaining, renewing, and growing existing accounts within our CoverWallet HealthCare program.

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

  • Responsibilities include but are not limited to:

  • Managing your own book of business

  • Handling incoming tasks for your assigned business

  • Renew and retain customers and accounts

  • Account growth (additional policies)

Skills and experience that will lead to success:

  • Service / call center experience

  • Excellent communication and interpersonal skills

  • Consistent track record of delivering on customer success and account growth goals

  • Ability to balance multiple requests with close attention to detail.

  • Love of technology and learning new systems

  • P&C license preferred. Will be required to acquire within three months of hire date.

Education:

Bachelor’s degree or equivalent years of industry experience. Recent college grads will be considered

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $40,000 to $50,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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2581094

Aon Affinity is seeking a Customer Success Advisor to impact the growth of our company and help redefine how companies take care of insurance online. The Client Service Advisor will focus on retaining, renewing, and growing existing accounts within our CoverWallet HealthCare program.

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, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like:

  • Responsibilities include but are not limited to:

  • Managing your own book of business

  • Handling incoming tasks for your assigned business

  • Renew and retain customers and accounts

  • Account growth (additional policies)

Skills and experience that will lead to success:

  • Service / call center experience

  • Excellent communication and interpersonal skills

  • Consistent track record of delivering on customer success and account growth goals

  • Ability to balance multiple requests with close attention to detail.

  • Love of technology and learning new systems

  • P&C license preferred. Will be required to acquire within three months of hire date.

Education:

Bachelor’s degree or equivalent years of industry experience. Recent college grads will be considered

How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

The salary range for this position (intended for U.S. applicants) is $40,000 to $50,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance p rogram that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

#LI-KH2

#LI-HYBRID

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