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Portfolio Administrator
$MXN 9,000-10,000/month
Indeed
Full-time
Onsite
No experience limit
No degree limit
Albuferas 120, Pilares Águilas, Álvaro Obregón, 01710 Ciudad de México, CDMX, Mexico
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Description

Job Summary: We are seeking a professional to manage insurance policies, collections control, customer service, and digital administration, while maintaining updated databases and digital files. Key Highlights: 1. End-to-end insurance policy management and collections control. 2. Support in claims management and liaison with insurance companies. 3. Use of insurance company portals and CRM systems. **Main Responsibilities** Policy Management: Issuance, renewal, modification, and cancellation of insurance contracts. Collections Control: Tracking payment methods and due dates; downloading invoices. Customer Service and Claims: Providing support in managing and resolving claims, as well as acting as the liaison with insurance companies. Digital Administration: Using insurance company portals and CRM systems to maintain updated digital databases and files. Portfolio Analysis: Periodic review of clients’ risks and coverage to suggest timely improvements or renewals. **Requirements and Education** Education: Bachelor’s degree (completed or incomplete) in Business Administration, Finance, Accounting, or related fields. Experience: Minimum 1–2 years in similar roles within the insurance industry, preferably in auto, medical expense, or life insurance lines. **Technical Knowledge:** Insurance technical terminology and operational processes of insurance companies. Proficiency in Microsoft Office tools (especially intermediate Excel). Familiarity with web platforms and portals of various insurance companies. **Key Skills** Attention to detail, organizational skills, teamwork, communication, problem-solving, accountability. **Salary** **10,000 pesos — Statutory Benefits** **Work Schedule** On-site, Monday to Friday, 9:00 AM to 6:00 PM Employment Type: Full-time, Indefinite-term contract Salary: $9,000.00 – $10,000.00 per month Work Location: On-site employment

Source:  indeed View original post
Juan García
Indeed · HR

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Indeed
Juan García
Indeed · HR
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