
Advance Escalation Specialist
- Calgary, AB Toronto, ON
- Permanent
- Temps-plein
- Lead all aspects of employee performance and where appropriate, communicate disciplinary and corrective action.
- Make hiring decisions, evaluate, and reward team performance, recommend training and development opportunities.
- Ensure the team is resolving inquiries and maintaining SLAs associated with Aon Client Services (ACS) service delivery.
- Schedule and coordinate personnel to accommodate workflow; distribute work assignments to Specialists based on specific levels of expertise.
- Periodically review work performed by colleagues to verify that Specialists identify and retrieve relevant compliance documentation vital to process renewals, invoices, and any other ACS results
- Validate colleagues are performing the required activities to initiate and deliver a renewal, process an invoice, issue auto liability cards, issue urgent certificates, initiate endorsements, and process other client requests.
- Follow-up with Specialists for status on large revenue renewals from Brokers, Account Executives, Regional Directors and Branch Managers and report on the status for month and quarter close
- Ensure Specialists keep the system of record (i.e.: Xpress and Polaris) accurate and current. Accurate maintenance of documentation in FileNet
- Assist Specialists in developing effective relationships with outsourced service providers. Coordinate activities with internal units as required.
- Review specialist performance to determine if client fulfillment is following client expectations.
- Help colleagues troubleshoot and resolve basic client issues around ACS services.
- Provide direction and mentorship to team members who are confronted with unfamiliar or complex client issues.
- Participate in office and client visits.
- Take part in the development of client solutions with Producers and Client Relationship Managers as required.
- Measure and maintain the client delivery standards through SLAs and matrix, ensuring that the entire team is working together to service the client.
- Perform analyses and root cause assessments into servicing issues and bring them up to appropriate teams as required.
- Routinely confer with the team to ensure they are properly supported and provided with appropriate tools and training.
- Develop, recommend, implement, and interpret client service procedures; evaluate the ongoing effectiveness of current operations and systems.
- Develop, interpret, and ensure the consistent application of policies.
- Address unusual or difficult inquiries/situations through direct personal action or refer to the appropriate individuals; research complex issues and ensure their resolution.
- Demonstrated leadership skills in leading service teams that support medium to large commercial clients.
- Proven technical competency in commercial insurance, capable of demonstrating innovative and controlled solutions.
- High level of ease with learning and using various tools and technologies, including but not limited to, intermediate- to advanced-level Excel skills (Pivot Tables, V-Lookup, complex formulas)
- Ability to explain the value of standardized and centralized operations to communicate the value Aon brings to the most challenging clients.
- Experience in resource deployment and utilization management.
- Demonstrated strength in developing and coaching colleagues to consistently exceed client expectations.
- Finely honed interpersonal skills, including the ability to interact effectively with a wide variety of internal and external partners.
- Thriving in a fast-paced, result-driven environment that requires colleagues to multi-task, react quickly and perform tasks that are not routine.
- Ability to identify and analyze client needs to develop solid solutions.
- Must possess and maintain appropriate brokers’ license.
- Experience in internal platforms considered an asset but not required.
- French proficiency considered a big asset