Description
Position Summary:
We are seeking an Inplant Account Executive to manage risks, insurance, and benefits, with experience in customer service and technical knowledge of insurance processes.
Key Highlights:
1. Key role in risk and insurance management
2. Customer and claims service
3. Documentation analysis and policy tracking
We Are Hiring: **Inplant Account Executive**
**Sekura**
We are a company specialized in risk management, insurance, employee benefits, and surety bonds, supporting businesses in understanding, structuring, and managing risks affecting both their operations and their talent. Through an approach combining technical expertise, proprietary technology, close collaboration, and a strong institutional vision, we transform complexity into actionable insights for more strategic, agile, and innovative management.
Location: **CDMX**
**Requirements:**
Experience in a similar role involving customer service
Experience in Property & Casualty and Employee Benefits
**Technical Knowledge**
Knowledge of issuance, renewal, and endorsement processes.
Familiarity with the regulatory framework (documentation analysis under Art. 492\).
Intermediate-level Excel and presentation \- skills
CRM knowledge
**Responsibilities:**
Receiving customer requests
Providing customer service during emergencies and/or claims
Reviewing claim documents, analyzing them, and performing an initial screening of customer identification documentation in accordance with Article 492 of the Insurance and Surety Institutions Law to prevent money laundering.
Policy tracking and review
Work Area: Álvaro Obregón and on-site client visits.
**We Offer:**
Major Medical Expense Insurance
Life Insurance
Savings Fund
Savings Plan
Grocery Vouchers
30-day year-end bonus
Other benefits
Position Type: Full-time
Workplace: On-site employment