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Client Success Specialist

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Aon

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Location:
Canada , Montreal

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

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Job Description:

Being a member of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Commercial Risk division.

Job Responsibility:

  • Direct constant contact with daily client contacts pertaining to Certificates/Invoicing (e.g. managing dedicated certificate inboxes, direct client contact regarding clarity in requests etc.)
  • Resolve complex inquiries associated with all aspects of Aon Client Services (ACS) service delivery for top tier clients (e.g. output delivery, invoice inquiries, etc.)
  • Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, and any other ACS results
  • Perform vital activities to support sales & broking teams in initiating a renewal, processing an invoice, issuing auto IDs, issuing renewal and daily urgent certificates, initiating endorsements, and processing other client requests
  • Facilitate critical issues for daily certificates with Document Production Team to maintain SLA’s and turnaround times
  • 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

Requirements:

  • 3+ years of Commercial insurance expertise or related field expertise is preferred
  • Must have and maintain appropriate insurance broker’s license
  • High attention to detail and outstanding customer service
  • Developed interpersonal and collaborative skills, with the ability to perform well as part of a team environment
  • French / English bilingualism is preferable due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally
  • Proficiency with the MS Office suite
  • Post-secondary education in an insurance-related field, or equivalent years of office experience is preferred
  • Working towards CAIB, CRM or CIP is considered an asset

Nice to have:

  • French / English bilingualism is preferable
  • Working towards CAIB, CRM or CIP is considered an asset
What we offer:
  • Comprehensive benefits package
  • Inclusive workforce
  • Agile environment to manage wellbeing and work/life balance
  • Two “Global Wellbeing Days” each year
  • Variety of working style solutions
  • Continuous learning culture

Additional Information:

Job Posted:
March 19, 2026

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