Commercial Support Executive

Description

Position Summary: Manages operational support for the commercial area, ensuring timely assistance to agents and customers, adherence to deadlines, and administrative control. Key Highlights: 1. Strategic support for the commercial area 2. Process optimization and service improvement 3. Comprehensive management of policies and databases **INSURANCE EXECUTIVE** Querétaro, Qro. Monday to Friday **Position Objective:** Manage operational support for the commercial area, ensuring timely assistance to agents and customers, compliance with response time requirements, and administrative control over processes. **Responsibilities:** * Provide support in executing and monitoring commercial strategies. * Standardize formats and processes to optimize the preparation of comparisons and proposals. * Identify opportunities to improve service and strengthen relationships with agents. * Timely follow-up on renewals and new business. * Register policies, renewals, and transactions in internal systems. * Manage quotation requests with insurance companies. * Prepare proposals and comparisons for internal review. * Validate required documentation for onboarding customers and agents. * Follow up on pending information and documentation with agents. * Update policy validity periods, renewals, and transactions. * Maintain updated document control and digital files. * Prepare periodic operational and commercial tracking reports. * Track and record transactions, renewals, and production. * Administer and update customer and agent databases. **Requirements:** * Minimum education: Completed bachelor's degree in economics or administration-related fields * Work experience: 1–2 years of experience in similar positions within the insurance industry * Knowledge and skills: Knowledge of insurance products, strong customer orientation, attention to detail **Offer:** * Competitive and attractive salary * Statutory benefits (IMSS, Infonavit, 15-day bonus, 12 vacation days, 25% vacation premium) * Medical expense insurance * Life insurance Salary: $17,000.00 – $20,000.00 per month Benefits: * Medical expense insurance * Life insurance Workplace: On-site employment