WTW

Global risk management, insurance brokerage, consulting

Executive Health & Benefits

Insurance Sales & AgencyUpdated on Nov 11

Full-timeSan José Province, San José, Costa RicaNo salary listedIn-person

About the Job

Requirements

One to three years of experience in personal insurance.
Advanced English proficiency is required.
Technical knowledge of life and health insurance and insurance law.
Advanced knowledge of Microsoft Office, including Word, Excel, and PowerPoint.
Customer service orientation.
Experience in insurance.

Responsibilities

Respond to internal and external client emails within 12 business hours.
Follow up on compliance with the operational process.
Prepare meeting minutes and follow up on action items.
Back up information in each client's digital file.
Coordinate with the courier on package pickup sites for clients without visits.
Coordinate client meetings according to each executive's calendar, with at least two meetings per year with the policyholder or designated representative.
Prepare and maintain updated presentations for each client.
Prepare monthly client management reports.
Keep the renewals tracker updated and follow up with the technical team.
Provide refresher and induction sessions when requested by clients, when benefits or operations change, or when proactive support is needed.
Monitor monthly claims experience and notify clients.
Analyze quarterly claims experience and notify clients.
Proactively manage the assigned portfolio by scheduling talks, campaigns, fairs, and other client-requested support.
Generate organic growth and prospect new and existing business.

Desired Qualifications

Currently pursuing university studies in Business Administration; this is not indispensable.
Technical course in insurance.

Atender correos electrónicos cliente interno y externo en un plazo menor a 12 horas hábiles.
Brindar seguimiento al cumplimiento del proceso operativo.
Realizar las minutas y brindar seguimiento.
Respaldar la información en el archivo digital de cada uno de los clientes.
Coordinar con el mensajero el site de retiro de los paquetes por procesar. (clientes que no cuenten con visita).
Coordinar reuniones con los clientes, según el calendario administrado por cada ejecutivo (Debe realizarse reunión mínima 2 veces al año con el tenedor/tomador o/y encargado de la póliza).
Realizar presentaciones para cada cliente y mantenerlas actualizadas.
Preparar mensualmente informes a sus clientes su Informe de gestión.
Mantener el control de renovaciones actualizado y brindar seguimiento con el área técnica.
Brindar charlas de refrescamiento e inducción, cuando el cliente lo requiera o bien, cuando hay cambios de beneficios, operativa o/y proactivo acompañamiento.
Monitorear la siniestralidad mensual y notificación al cliente.
Realizar análisis de siniestralidad trimestral y notificación al cliente.
Trabajar proactivamente la cartera asignada programando charlas, campañas, ferias y cualquier acompañamiento que el cliente requiera.
Generar crecimiento orgánico y prospectar el negocio de New existing.

Cursando estudios universitarios de Administración de Empresas (no es indispensable) y/o Curso Técnico en Seguros.
1 a 3 años de experiencia en Seguros de personas
Inglés avanzado indispensable.
Conocimientos técnicos de seguros en Vida y Salud y Ley de Seguros.
Conocimientos avanzados en paquete de Office (Word, Excel y PowerPoint).
Orientación de Servicio al Cliente.
Experiencia en seguros.

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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