What are the responsibilities and job description for the Risk Advisor position at Aon?
Do you have experience in Life Insurance and enjoy helping customers prepare and solve for life's many challenges? If you'd like to grow your experience with a globally respected firm, this may be the next step in your career!
The Risk Advisor role is a hybrid position, supporting Aon's Affinity Insurance Services group for the AICPA Insurance Trust located in Fort Washington, PA.
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:
Risk Advisors at Aon provide telephonic support to our AICPA Trust customers. They provide coverage and program details, answers to various Life Insurance questions, initiate claim submissions, and provide follow- up correspondence. Additional daily activities include:
Handle inbound calls via 800 lines with multi-product portfolio- both Life and Health products as well as Property and Casualty products
Evaluate individual customers' needs and propose additional insurance products based on personal and business needs
Interact with other departments on various projects including new programs, products, and technology
Provide analysis support and prepare reports for accurate business results for the carrier
Reconcile client payments against the policy administration system
Maintains customer records by updating account or policy information
Skills and experience that will lead to success:
Property and Casualty License required
Life, Accident & Health license preferred. Licenses not currently held must be obtained within 4 months of start date
Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions
Prior experience working in a call center environment
Demonstrated skills and abilities to be goal-oriented and solve complex issues
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 identify process efficiencies and handle daily activities in a thorough and accurate fashion
Education:
College degree or equivalent years of industry experience
How we support our colleagues:
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.
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 and inclusive 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 ReasonableAccommodations@Aon.com
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.
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.
The salary range for this position (intended for U.S. applicants) is $45,000 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.
A summary of all the benefits offered for this position:
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 2555339
The Risk Advisor role is a hybrid position, supporting Aon's Affinity Insurance Services group for the AICPA Insurance Trust located in Fort Washington, PA.
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:
Risk Advisors at Aon provide telephonic support to our AICPA Trust customers. They provide coverage and program details, answers to various Life Insurance questions, initiate claim submissions, and provide follow- up correspondence. Additional daily activities include:
Handle inbound calls via 800 lines with multi-product portfolio- both Life and Health products as well as Property and Casualty products
Evaluate individual customers' needs and propose additional insurance products based on personal and business needs
Interact with other departments on various projects including new programs, products, and technology
Provide analysis support and prepare reports for accurate business results for the carrier
Reconcile client payments against the policy administration system
Maintains customer records by updating account or policy information
Skills and experience that will lead to success:
Property and Casualty License required
Life, Accident & Health license preferred. Licenses not currently held must be obtained within 4 months of start date
Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions
Prior experience working in a call center environment
Demonstrated skills and abilities to be goal-oriented and solve complex issues
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 identify process efficiencies and handle daily activities in a thorough and accurate fashion
Education:
College degree or equivalent years of industry experience
How we support our colleagues:
In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile 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 for our colleagues as well.
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 and inclusive 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 ReasonableAccommodations@Aon.com
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.
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.
The salary range for this position (intended for U.S. applicants) is $45,000 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.
A summary of all the benefits offered for this position:
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 2555339
Salary : $45,000 - $50,000
