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Individual Customer Service Executive
$MXN 23,000/year
Indeed
Full-time
Onsite
No experience limit
No degree limit
Santísimo 7, San Ángel, Álvaro Obregón, 01000 Ciudad de México, CDMX, Mexico
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Description

Job Summary: We are seeking a professional to quote insurance policies, advise clients, manage policies, monitor expiration dates, and support claims handling, while maintaining communication with insurance companies and fostering client retention. Key Highlights: 1. Growth Opportunities and Continuous Training 2. Customer Orientation and Strong Communication Skills 3. End-to-End Policy Management and Customer Service in the Insurance Sector **Requirements** * Bachelor’s degree in Economics or Administration. * Minimum 2 years’ experience in customer service within the insurance sector. * Knowledge of GMM, Life, and Personal Accident (AP) policies. * Proficiency in Microsoft Office and Outlook. * Willingness to travel. * Availability to commute for client meetings. **Responsibilities:** * **Requirements:** Education: Bachelor’s degree in Economics or Administration. Minimum 3 years’ experience in technical/sales underwriting for individual lines. Advanced Excel skills. **Responsibilities:** * Quote individual insurance lines (auto, home, life, medical expenses, personal accidents). * Advise clients on coverage, exclusions, and terms. * Compare proposals across different insurance companies. * Follow up on commercial opportunities until closure. * Issue, renew, and modify policies. * Manage endorsements. * Monitor expirations and renewals. * Verify client documentation accuracy. * Resolve client inquiries regarding coverage and terms. * Support claims management (guidance and follow-up). * Maintain consistent communication with insurance companies. * Retain assigned client portfolio. * Update CRM or internal systems. * Report monthly production. * Follow up on premium collections. * Achieve established sales targets. **Skills:** * Customer Orientation * Attention to Detail * Strong Communication and Verbal Skills * Service Mindset **We Offer:** Monday to Friday Life Insurance 30 days’ year-end bonus Statutory Benefits Continuous Training Growth Opportunities Direct Employment – 100% payroll Position Type: Full-time, Indefinite Term Salary: Up to $23,000.00 per month Benefits: * Educational Support * Discounts and Preferential Pricing * Flexible Schedules * Option for Indefinite-Term Contract * Life Insurance * Company Phone * Remote Work * Additional Vacation Days or Paid Leave Application Question(s): * What is your experience in the insurance sector regarding GMM and Auto policies? Work Location: On-site

Source:  indeed View original post
Juan García
Indeed · HR

Company

Indeed
Juan García
Indeed · HR
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