Ejecutivo(a) Administrativo(a) de Seguros
Core
Administrative and customer service role managing insurance policy operations, claims tracking, and client communication for an insurance and wealth advisory firm.
Role type
Administrative Operations Specialist (Insurance)
Builds
Policy administration, claims processing, and client service workflows
Domain
Insurance and Wealth Management
Required skills
Insurance policy administration, claims tracking, client communication, document validation, Microsoft Office (Excel), administrative systems proficiency
Responsibilities
Provide customer service and follow-up to policyholders via phone, email, and WhatsApp; Manage administrative procedures related to insurance policies; Track policy issuance, renewal, modifications, endorsements, and cancellations; Review and validate policyholder documentation; Support claims and reimbursement follow-ups, particularly for Major Medical Expenses; Coordinate requests and procedures with insurance companies and internal areas; Monitor pending items, identify delays, and manage timely solutions; Maintain updated physical and digital files; Prepare controls, reports, and tracking records; Ensure timely and correct closure of each request