Especialista de Operación y Servicio
Core
Provide excellent customer service and operational support for major medical, life, and auto insurance clients through various communication channels.
Role type
Senior Operations Specialist (Insurance)
Builds
Client service workflows and policy management processes
Domain
Insurance (Major Medical, Life, Auto)
Deliverable
client delivery
Required skills
Customer service, policy administration, document analysis, insurance portals, real-time data entry, case tracking, escalation management, HR liaison, policy movement management, list reconciliation, productivity reporting, emergency response
Preferred skills
Assertive communication, effective communication, proactivity, active listening, urgency, empathy, teamwork, adaptability, resilience, negotiation
Technologies
Excel, PowerPoint, Marsh platforms, insurance provider portals
Responsibilities
Handle client inquiries via email, messaging, phone, and in-person; analyze received documentation; register activities on Marsh platforms; track cases and escalate service failures; contact client HR teams; manage policy additions/removals; reconcile insured lists; create productivity reports; conduct employee benefit sessions; handle 24/7 emergencies.
Seniority
Mid-level, hands-on IC