WTW

Global risk management, insurance brokerage, consulting

Customer Service Executive - Benefits

Customer SuccessConfirmed live in the last 24 hours

Full-timeMiguel Hidalgo, Mexico City, CDMX, MexicoNo salary listedIn-person

About the Job

Requirements

A completed or incomplete bachelor's degree in Administration, Business, Actuarial Science, Finance, or a related field.
At least 2 years of customer service experience at an insurance company or brokerage.
Proficiency with Microsoft Office, especially Excel and PowerPoint.
Knowledge of insurance and employee benefits is required.
Intermediate English is desirable.
Customer orientation and effective communication.
Organization, attention to detail, and prioritization.
Proactivity, analysis, and problem-solving.
Collaborative work, adaptability, and continuous learning.

Responsibilities

Respond promptly to customer requests, questions, and requirements.
Follow up on operational processes related to policies, insured-member changes, renewals, claims, and document issuance.
Communicate efficiently, empathetically, consistently, and respectfully with customers, insurers, and internal teams to ensure agreements and response times are met.
Coordinate and follow up on issue resolution, identifying opportunities to improve service.
Support the preparation of reports, presentations, and information analyses for customer meetings.
Monitor relevant dates, policy periods, renewals, and service commitments to prevent deviations.
Record and update information in internal management tools and systems.
Participate in follow-up meetings with customers and multidisciplinary teams.
Help implement strategies for retaining customers and strengthening commercial relationships.
Escalate critical or risky situations promptly when they may affect customer satisfaction.

Desired Qualifications

Intermediate English.

El Rol
•    Atender de manera oportuna las solicitudes, consultas y requerimientos de los clientes.
•    Dar seguimiento a trámites operativos relacionados con pólizas, movimientos de asegurados, renovaciones, siniestros y emisión de documentación.
•    Mantener una comunicación eficiente, empática, constante y respetuosa con clientes, aseguradoras y áreas internas para asegurar el cumplimiento de acuerdos y tiempos de respuesta.
•    Coordinar y dar seguimiento a la resolución de incidencias, identificando oportunidades de mejora en el servicio.
•    Apoyar en la preparación de reportes, presentaciones y análisis de información para reuniones con clientes.
•    Monitorear fechas relevantes, vigencias, renovaciones y compromisos de servicio para prevenir desviaciones.
•    Registrar y actualizar información en las herramientas y sistemas internos de gestión.
•    Participar en reuniones de seguimiento con clientes y equipos multidisciplinarios.
•    Colaborar en la implementación de estrategias de retención y fortalecimiento de la relación comercial.
•    Escalar oportunamente situaciones críticas o de riesgo que puedan impactar la satisfacción del cliente.

Los Requerimientos

•    Licenciatura trunca o terminada en Administración, Negocios, Actuaría, Finanzas o carreras afines.
•    Experiencia de por lo menos 2 años en atención al cliente dentro de aseguradora o broker.
•    Manejo de Microsoft Office, especialmente Excel y PowerPoint.
•    Indispensable conocimiento de seguros y beneficios para empleados.
•    Inglés intermedio deseable.
•    Orientación al cliente y comunicación efectiva.
•    Organización, atención al detalle y manejo de prioridades.
•    Proactividad, análisis y resolución de problemas.
•    Trabajo colaborativo, adaptabilidad y aprendizaje continuo.

Igualdad de oportunidades en el empleo

TBD

About the Company

WTW

Global risk management, insurance brokerage, consulting

Willis Towers Watson provides risk management, advisory, and brokerage services to organizations worldwide. Its two segments are Risk & Broking, which identifies, quantifies, and places insurance coverage, and Health, Wealth & Career, which offers consulting, technology, and administration for health benefits, retirement plans, and talent programs. The company blends advisory services, technology platforms, and brokerage capabilities to deliver integrated risk and people solutions rather than relying on a single service line. Its goal is to help clients turn risk into a path for growth by aligning risk management with health, retirement, and talent strategies to support organizational success.

Company size: 10,001+
Company stage: IPO
Headquarters: London, United Kingdom
Founded: 1828

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