WTW

Global risk management, insurance brokerage, consulting

Ejecutivo Líneas Individuales

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeNo salary listedIn-person

About the Job

Requirements

Experience in individual medical-expense insurance is required.
Knowledge of general policy terms and conditions.
Knowledge of life insurance.
Proficiency with Microsoft Office.
A completed degree, evidenced by a graduation certificate or bachelor's degree.

Responsibilities

Collect data.
Supervise the Conversion team.
Generate reports for management.
Follow up on renewals.
Explain in detail the benefits of purchasing CCI and upgrade policies.
Guide customers through the process and advise them on using major medical expense policies.
Prepare customized proposals and endorsements based on each customer.
Assist with completing forms and obtaining documentation for processing.
Follow up on the upgrade campaign.
Monitor collections and report status to the insured.
Complete logs and reports.

Desired Qualifications

English language skills are recommended.

El Rol
•    Recopilación de datos.
•    Supervisión de equipo Conversión
•    Generación de reportes a gerencia
•    Seguimiento a renovaciones
•    Explicación detallada sobre los beneficios al contratar pólizas de CCI y Upgrades
•    Orientación al cliente en el proceso y asesoría sobre el uso de pólizas de gastos médicos mayores
•    Elaboración de propuestas personalizadas según cliente y endosos
•    Apoyo en llenado de formatos y obtención de documentación para trámite
•    Seguimiento a campaña de upgrades
•    Seguimiento constante en la cobranza e informe sobre estatus al asegurado
•    Llenado de bitácoras y reportes

Los Requerimientos
•    Experiencia indispensable en el área Individual en gastos médicos.
•    Conocimiento de condiciones generales.
•    Facilidad de palabra.
•    Proactivo
•    Habilidad de negociación.
•    Conocimiento en ramo Vida.
•    Trabajo bajo presión.
•    Manejo de conflictos.
•    Trabajo en equipo.
•    Lealtad y Honestidad.
•    Idiomas (inglés recomendable).
•    Manejo de paquetería Office.
•    Tener carrera concluida demostrado con carta de pasante o bien título de licenciatura.

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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