Job Title : Client Success Specialist Interested in exploring something different while applying your existing insurance experience & knowledge? This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

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. 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

- 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
- 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;

Your role as a Client Success Specialist embodies our company’s culture as Aon United, where we work as one team and where everyone is made to feel included. Our focus is making sure our internal and external clients, as well as prospective clients, are being provided the utmost excellent and exact service, along with inheriting excellent relationships and bonds as we work closely with them in providing knowledge, professionalism and expertise. Finding a balance between personal growth and well-being is important to us.

We provide our colleagues with empowering tools and training to build their skills and encourage them in growth opportunities. French / English bilingualism is required due to the frequent interactions with clients, colleagues, or partners based in Quebec, other Canadian provinces and/or internationally. ~ Outstanding customer service; ~ 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

📌 Early Careers Specialist (Montreal)
🏢 Aon
📍 Montreal