Account Executive VIP Services

Descripción de la oferta

Description: Insurance company with operations in Mexico City that requires the services of an Account Executive focused on the management of renewals and collections of the portfolio of policies in the territory of Mexico and a Specialist in Insurance Products and Customer Assistance. This person must reside in Mexico City. The Account Executive will be responsible for providing direct assistance to the company's clients through the management of collections and renewal of the assigned policies, forming part of the customer service team to guarantee long-term success and the highest retention of the company's accounts.
Requirements:
-Experience in the insurance industry is essential.
-Genuine interest in customer service.
-Excellent communication and presentation skills.
-Ability to adapt to a changing environment.
-Ability to deal with international and local clients.
-Availability to travel and valid international and national documentation
-University degree.
-Bilingual (Spanish - English).
-Car or means of transportation
Responsibilities:
You will manage the assigned policy portfolio, collect outstanding premiums, and execute renewals according to the company's processes. You will explain to new clients through phone calls, visits, or video conferences, the detailed characteristics of the purchased product, including coverage, application of deductibles, and any other information using tools that allow a clear understanding of the product. In addition, you will explain to the client what to do in case of claims, pre-authorization requests, and any other procedure within the company's value chain. You will provide customer service, ensuring that they understand the characteristics of the purchased product and resolve any questions or concerns they may have.
Duties:
-Ensure that the customer understands the characteristics of the purchased product and carries out the necessary procedures for its use, including collection of outstanding premiums and follow-up on claims.
-Educate customers on how to use the insurance policy and explain the procedures for filing a claim, requesting a coverage letter, and pre-authorization, among others.
-Know and explain to associates and customers all the procedures and paperwork necessary for handling policies, including collection, renewal, and follow-up.
-Follow up with customers to ensure complete satisfaction with the purchased product and carry out quantitative and qualitative follow-up on new business.
-Support in the organization of training and education events where the company has a presence.
-Enter data in specific fields in the Salesforce database and other systems, verify, correct, and eliminate unnecessary data, and combine data from different sources.
-Conduct thorough research to verify data and request additional information to fill accounts that are deemed incomplete.
-Check completed work for errors or duplicate information in the database and ensure optimal database quality.
-Maintain a log of tasks and progress, and perform additional tasks as needed.

Requerimientos

• Educación mínima: Educación superior - Licenciatura
• 2 años de experiencia
• Idiomas: Español ,Inglés
• Edad: entre 20 y 99 años
• Disponibilidad de viajar: Si

Palabras clave: kam, account, cuentas, directivo, mando, gobierno, regencia, executive, managing, ejecutivo

Ayer (actualizada)