Aon · 7 hours ago
Customer Service Specialist II
Fort Washington, PA
Full-time
Hybrid
Entry, Mid Level
$55K/yr - $60K/yr
1+ years expAon is in the business of better decisions and is seeking a Customer Service Specialist II for their Affinity Insurance Services group. The role involves handling customer communications, supporting various insurance products, and maintaining service quality standards.
ConsultingProfessional ServicesRisk Management
Responsibilities
Handle inbound and outbound calls via 800 lines with multi-product portfolio- both Life and Health products as well and Property and Casualty products
Work with variable lines product, audits and compliance
Respond to customer communications via email and written correspondence
Maintain service, quality and timeliness standards
Interact with other departments on various projects including new programs, products and technology
Support knowledge management transfer within the department through training, quality and intranet projects
Evaluate individual customers’ needs and propose additional insurance products based on household and business needs
Qualification
Required
Possess active Life, Accident and Health, Series 6 & 63, Variable Life and Property & Casualty licenses
Demonstrated skills and abilities to be goal oriented and solve complex issues
Learn multiple products to support revenue growth for program business
Possess excellent organizational and verbal communication skills
Strong multi-tasker
Possess excellent written communication skills for customer correspondence, be able to speak broadly and question customer's needs
Ability to provide excellent quality service to customers
Demonstrated ability in handling details and key follow up capability
Strong PC skills with solid knowledge based in Word, Excel and PowerPoint software
Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
Ability to work independently and as a team member
Ability to think critically and use sound judgment when serving clients
Demonstrated relationship-building skills evaluating individual insurance needs and offering appropriate products/solutions
1-3 years' experience in sales and service supporting multiple insurance products and/or financial services products
Preferred
Experience with CRM- Customer Relationship Management System
Bachelor's Degree
Life, Accident & Health, Series 6 & 63, Variable Life or obtain within 4 months and P&C license
Experience with the VUL products and annuities
Benefits
401(k) savings plan with employer contributions
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
Employee assistance program that includes free counseling sessions
Company
Aon
Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.
10001+ employees
H1B Sponsorship
Aon has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (19)
2023 (13)
2022 (1)
2021 (21)
2020 (6)
Funding
Current Stage
Public CompanyTotal Funding
$1.94BKey Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO
Leadership Team
Alejandro Galizia
CEO Latin America, AON
Andy Marcell
Global CEO, Risk Capital & Reinsurance Solutions
Recent News
2026-01-24
2026-01-22
Life Insurance International
2026-01-17
Company data provided by crunchbase