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Client success specialist


This is a Contract position in Montreal, QC posted May 3, 2022.

Aon is looking for a Client Success Specialist

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.

You will have the chance to support our offices at various locations: Montreal, Toronto, Burlington, Calgary and Vancouver!

Your impact as a Client Success Specialist

Job Responsibilities:

  • 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 in a timely manner;
  • Ensure system of record (Xpress) is accurate and current to ensure outputs and client results will be produced according to guidelines and policy detail;
  • Collaborate closely and be responsive to inquiries from outsourced provider to handle and ensure the timeliness and quality of outputs;
  • Upload, index or attach documents in 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 meeting where required.

You Bring Knowledge and Expertise

Required Experience:

  • At least 6 months of experience in the insurance industry, preferred;
  • High attention to detail;
  • Developed interpersonal skills and teamwork ability;
  • Outstanding customer service;
  • Proficiency with the MS Office suite.


  • Post-Secondary education in an insurance related field or equivalent years on office experience, preferred;
  • AMF license preferred or desire to obtain it;
  • Working towards CAIB, CRM or CIP is considered, an asset.

We offer you

A driven total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

Our Colleague Experience:

From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day. They make a difference, work with the best, own their potential, and value one another. This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility. To learn more visit Aon Colleague Experience.

About Aon:

Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.

By applying for a position with Aon, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Aon’s employment policies. Background checks may include some or all of the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position.

Aon is committed to ensuring an accessible online application process for all candidates, including individuals with disabilities, by offering an alternative way to apply for job openings. The alternative application method is only available for those who cannot otherwise complete the online application due to a disability or other need for accommodation

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce.


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