Operational and Customer Service Assistant

Description

Job Summary: We are seeking an Operational and Customer Service Assistant to support a leading advisor, providing administrative support and customer service in wealth consulting. Key Highlights: 1. Comprehensive training from scratch in the financial/insurance sector 2. Stable employment with continuous learning and long-term growth 3. Responsible profile focused on long-term stability We Are Looking for an Operational and Customer Service Assistant! Are you seeking stable employment with continuous learning and long-term growth? We are looking for the right-hand person for one of our Leading Wealth Consultants. **No prior insurance experience is required—we will train you!** **Location:** South-Central Querétaro **Schedule:** Monday to Friday, 9:00 AM to 6:00 PM *(Phone availability on weekends only for medical emergencies)*. **Compensation Model:** Fees / RESICO (Invoicing is mandatory). Your Role on the Team: * **Administrative support:** Managing the advisor portal, reports, and presentations. * **Customer service:** Portfolio follow-up, collections, billing, and policy renewals. * **Claims management:** Supporting and guiding customers through medical expense claims and emergencies. What Are We Looking for in You? * **Maturity and commitment:** Responsible profile focused on long-term stability. * **Attitude:** High proactivity, empathy, and openness to guidance. * **Tools:** Basic office software skills (Word, Excel) and basic knowledge of invoicing (preferred). What Do We Offer You? * Comprehensive training from scratch in the financial/insurance sector. * Vacation time and Christmas bonus. * Productivity bonuses (medium-term). Is This the Ideal Position for You? Please send your CV to: dgarcia@dimaconsulting.com.mx with the subject line "Operational Assistant". Or apply here!! We’re looking for you! Salary: $7,970.00 - $13,000.00 per month Benefits: * Company parking * Flexible working hours * Option for an indefinite-term contract * Employee referral program * Company phone * Remote work option Workplace: On-site employment