Operations Coordinator

Description

Job Summary: This role focuses on policy control and renewal, database management, appointment scheduling for advisors, and excellent customer service. Key Highlights: 1. Policy control and renewal 2. Database and CRM management 3. Key appointment scheduling and customer service Policy control and renewal • Manage the policy database. • Identify renewals 30, 60, and 90 days in advance. • Activate reminders. • Contact customers to ensure renewal. • Follow up until closure. 2️⃣ Database and CRM • Keep updated: o Phone number o Email address o Policy type o Expiration date o Status • Record calls, messages, and agreements. 3️⃣ Appointment scheduling (key function) • Contact existing customers for: o Policy reviews o Adjustments o Renewals • Contact new prospects (lists, referrals, or leads). • Schedule appointments for advisors. • Confirm attendance. • Follow up with non-responders. 4️⃣ Customer service • Support via WhatsApp and phone calls. • Send reminders. • Request documents. • Follow-up 5️⃣ Administrative organization • Manage pending tasks. • Organize files. • Submit weekly performance reports. -Requirements- Minimum education: High school diploma (General Baccalaureate) 1 year of experience Age: between 25 and 50 years old Knowledge: Microsoft Office Keywords: resident, supervisor, sub-manager, responsible person, coordinator, manager, captain, operations, operaciones