Position Summary: Prevex is seeking a proactive Executive Assistant to manage schedules, coordinate meetings, track insurance policies, and support report and presentation preparation. Key Responsibilities: 1. Manages the schedule and coordinates meetings with clients and insurance companies. 2. Supports the preparation of commercial presentations and executive reports. 3. Reviews documentation and coordinates trainings for clients and agents. Prevex is looking for a proactive individual to join the team as an Executive Assistant: **Main Responsibilities** * Manage the schedule of the Deputy Director and coordinate meetings with clients, insurance companies, and agents. * Track quotation requests, policy issuance, and renewals. * Support the preparation of commercial presentations and executive sales and portfolio reports. * Review client and insurance company documentation to ensure compliance with internal policies. * Coordinate trainings or meetings with clients and agents. * Assist in preparing management indicator reports (production, renewals, claims frequency). * Support regulatory reviews. * Promptly handle calls, emails, and requests from clients and agents. **Academic Background** * Bachelor’s degree in Administration, Finance, Business, Accounting, Actuarial Science, or related fields. * Desirable: Courses or certifications in insurance, brokerage, or risk management. **Experience** * 1–3 years in insurance brokerage, insurance companies, or brokerage departments. * Experience managing clients, agents, and insurance policies. * Experience preparing reports and tracking portfolios. **Technical Knowledge** * Proficiency in policy administration systems and CRM tools. * Knowledge of insurance lines (Life, Auto, Property, GMM) and brokerage processes. * Report creation in Excel (intermediate–advanced level). * Email and productivity tool proficiency. * General understanding of insurance regulations applicable to brokers. **Key Competencies** * Organization and time management. * Attention to detail and documentary accuracy. * Discretion and handling of confidential information. * Effective communication and proactivity. * Ability to work under pressure and ensure timely process follow-up. * Results orientation and commercial focus. **Desirable Skills** * Internal and external customer service. * Adaptability to process or regulatory changes. * Task prioritization ability. * Collaboration and teamwork. Employment Type: Full-time, Indefinite-term Salary: Starting at $13,000.00 per month Benefits: * Savings fund * Option for indefinite-term contract * Medical expense insurance * Additional vacation days or paid leave * Grocery vouchers Relocation/move required: * 10200, San Jerónimo Lídice, CDMX: Ability to commute to work without difficulty or plan relocation before starting employment (Mandatory) Education: * Completed bachelor’s degree (Mandatory) Experience: * Insurance: 1 year (Desirable) Language: * English (Mandatory) Work Location: On-site