Aon is looking for a Customer Service Manager II

　　This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Programs Department and will be based out of the Fort Washington, PA office with a 5 days a week in the office schedule.

　　The Customer Service Manager directs, plans, and coordinates daily departmental activities, fosters a creative team environment to bring forth the skills and talents of department members and establishes the department’s immediate and long- range goals and objectives. Analyzes, recommends, and implements solutions and enhancements regarding systems, productivity, and technical matters.

　　DUTIES AND RESPONSIBILITIES:

　　Customer Support Team that handles all billing and fulfillment, customer communication management, application processing and policy issuance for all Financial Professionals lines of business. This includes the AICPA Life Insurance Trust and Financial Professionals revenue programs.

　　This team member has direct oversight of our Umbrella programs and $3M in revenue.

　　Workforce management and resource planning skills and responsibilities are a business- critical skill to leading, coaching the team and delivering key statistics for the program.

　　Manage and deliver project goals to meets client’s strategic objectives

　　Demonstrate insurance and systems experience and technical knowledge at both the working and technical level to manage operating teams and functions.

　　Lead, coach and develop staff to ensure the department functions efficiently and effectively to meet set goals

　　SKILLS REQUIRED:

　　Strong management, leadership and project management skills

　　Insurance experience and Life, Accident and Health license preferred

　　Strong telephone technology experience; experience with InContact or telephony systems

　　Experience with Web integrated platforms for self service is desired

　　Exceptional interpersonal skills in a team environment and interacting with major clients

　　Strong communication skills, both verbal and written

　　Demonstrated project management work experience

　　Strong organizational, multi-tasking, time management skills

　　High level of expertise with software, specifically Microsoft Excel

　　Strong analytical skills, reporting capabilities and ability to analyze information to help make sound business decisions.

　　MINIMUM REQUIRED EXPERIENCE:

　　5-8 years sales service and management experience in a financial services or insurance environment

　　Experience with the Microsoft office suite products with a strong proficiency in Excel

　　Salesforce experience preferred

　　Life Accident and Health License required

　　Series 6 & 63 licensing highly preferred.

　　EDUCATION:

　　Bachelor’s Degree

　　How we support our colleagues

　　In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

　　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, diverse 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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]

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

　　The salary range for this position is $85,000 to $95,000 annually + a 15% target bonus. 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.

　　We Offer You

　　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-AM4

　　2536753

　　Aon is looking for a Customer Service Manager II

　　This position will support Aon’s Affinity Insurance Services group in the AICPA Insurance Programs Department and will be based out of the Fort Washington, PA office with a 5 days a week in the office schedule.

　　The Customer Service Manager directs, plans, and coordinates daily departmental activities, fosters a creative team environment to bring forth the skills and talents of department members and establishes the department’s immediate and long- range goals and objectives. Analyzes, recommends, and implements solutions and enhancements regarding systems, productivity, and technical matters.

　　DUTIES AND RESPONSIBILITIES:

　　Customer Support Team that handles all billing and fulfillment, customer communication management, application processing and policy issuance for all Financial Professionals lines of business. This includes the AICPA Life Insurance Trust and Financial Professionals revenue programs.

　　This team member has direct oversight of our Umbrella programs and $3M in revenue.

　　Workforce management and resource planning skills and responsibilities are a business- critical skill to leading, coaching the team and delivering key statistics for the program.

　　Manage and deliver project goals to meets client’s strategic objectives

　　Demonstrate insurance and systems experience and technical knowledge at both the working and technical level to manage operating teams and functions.

　　Lead, coach and develop staff to ensure the department functions efficiently and effectively to meet set goals

　　SKILLS REQUIRED:

　　Strong management, leadership and project management skills

　　Insurance experience and Life, Accident and Health license preferred

　　Strong telephone technology experience; experience with InContact or telephony systems

　　Experience with Web integrated platforms for self service is desired

　　Exceptional interpersonal skills in a team environment and interacting with major clients

　　Strong communication skills, both verbal and written

　　Demonstrated project management work experience

　　Strong organizational, multi-tasking, time management skills

　　High level of expertise with software, specifically Microsoft Excel

　　Strong analytical skills, reporting capabilities and ability to analyze information to help make sound business decisions.

　　MINIMUM REQUIRED EXPERIENCE:

　　5-8 years sales service and management experience in a financial services or insurance environment

　　Experience with the Microsoft office suite products with a strong proficiency in Excel

　　Salesforce experience preferred

　　Life Accident and Health License required

　　Series 6 & 63 licensing highly preferred.

　　EDUCATION:

　　Bachelor’s Degree

　　How we support our colleagues

　　In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive 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, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

　　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, diverse 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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]

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

　　The salary range for this position is $85,000 to $95,000 annually + a 15% target bonus. 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.

　　We Offer You

　　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-AM4