Job Summary: Provides comprehensive advisory services to customers via telephone and email, supporting them with their financial and investment needs. Key Highlights: 1. Advisory and customer support role in financial matters. 2. Prior experience in the insurance/financial sector and customer service required. 3. Opportunities for professional development and holistic well-being. **Responsibilities:** * Customer advisory via telephone and email (withdrawals and their tax implications, investment portfolios, grace periods, payment suspensions, fund transfers). * Support customers with their needs, aligning requests with their best interests. **Requirements:** * Completed Bachelor's degree in Economics or Administration (MANDATORY) * Minimum 3 years of experience in call centers and/or customer service * Experience in the insurance and/or financial sector (MANDATORY) * Proficiency in Excel **Compensation and Additional Benefits:** * Competitive base salary * Annual performance bonus * Vacation days exceeding statutory requirements * Savings fund and savings account * Major Medical Expense Insurance * Life Insurance * Grocery and restaurant vouchers * Flexible and hybrid work schedule with 2 work-from-home days per week, among others. At Allianz, our employees’ well-being is highly valued; thus, we offer not only tools that support their professional and personal development. * Degreed platform (online courses) available to all employees * MiDocOnline app, through which employees can consult general physicians, psychologists, and nutritionists free of charge * Various sports and team-building events. At Allianz Mexico, diversity drives us forward. All our selection processes are based on equal opportunity, without distinction by gender, age, sexual orientation, disability, religion, or any other condition. We believe in a fairer and more inclusive workplace for everyone.
Juan García
Indeed · HR
Juan García
Indeed · HR
