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Marsh

Global insurance brokerage and risk advisory

Ejecutivo de Cuenta - Seguros de Salud y Beneficios

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeBogotá, Bogota, ColombiaNo salary listed

About the Job

Requirements

  • Training in insurance and sector experience at an insurance company or brokerage; technical training oriented toward organizational management and/or administration is also considered, as is university education preferably in Administration, Engineering, Economics, or Law.
  • Experience valued in corporate client service, health insurance, claims, reimbursements, renewals, and account management and maintenance.
  • Two to three years of experience, depending on the process requirement.
  • User-level proficiency with Microsoft Office, especially intermediate Word and Excel.
  • Basic/intermediate English is a plus, mainly for oral communication, but is not essential.
  • Availability Monday through Friday, 7:00 a.m. to 4:00 p.m.; in February or March, the schedule changes to 8:00 a.m. to 5:00 p.m. Work on holidays is required only when the holiday occurs in both countries.
  • Excellent spelling and diction, orientation toward corporate clients, and strong organizational capacity to manage volume and service-level agreements.

Responsibilities

  • Provide high-level customer service, spending approximately 60% of the time responding to clients, insured members, and their employees about health plans, documentation, insurance use, procedures, claims, and reimbursements.
  • Advise insured members on appropriate use of their insurance and support cases through resolution.
  • Coordinate medical cases with clinics, providers, and healthcare entities, including follow-up on guarantee letters, medical procedures, requests, prioritization, and pending cases.
  • Evaluate and coordinate reimbursements or claims with the Claims team; follow up on reimbursement settlements and send information to the client to close cases.
  • Handle complaints with timely, solution-oriented responses; manage the remediation of documents that are flagged or pending and reinforce document requirements through the Marsh mailbox.
  • Obtain lists of three physicians at the client's request, coordinate appointments for special cases, and coordinate medication delivery with insurers.
  • Train clients to use self-service reimbursement tools.
  • Support account management and maintenance by following up on agreements recorded in meeting minutes and supporting the Account Manager or Account Executive.
  • Coordinate with the MMB Consulting team to deliver the value proposition and involve internal support teams when needed.
  • Coordinate and follow up on preparation and presentation of reports promised in service agreements; review and validate commercial and operational account follow-up.
  • Complete policy renewal checklists in the SGS system according to the process documented by Operations and validate that renewed health plans match negotiated terms.
  • Review, send, and archive contracts and policies in established systems; follow up on internal requests concerning procedures, the mailbox, renewals, and collections.
  • Keep insured-member information, including names, email addresses, and other relevant details, up to date, and follow up on requests made to insurance companies.
  • Download Health Risk and Occupational Risk invoices; send account statements every two weeks when Premium Tracking does not perform this activity.
  • Prepare and coordinate special deliverables, including reports, statements, and discount documents; obtain approvals for retroactive items by requesting approval and completing forms; request advance invoices and historical documents.
  • Prepare special reports requested by clients or internal teams; coordinate special reimbursements following approval; calculate premiums for SCTR and Vida Ley.
  • Generate EPS and/or SCTR certificates in emergencies or outside regular hours when applicable, and handle urgent or unspecified operational tasks within the role's scope when they address client needs.
  • Support commercial and corporate activities by participating in client-requested talks and training, supporting policy quotations, assisting at health fairs, reviewing and validating account follow-up, attending internal meetings, contributing to internal projects, and participating in internal training and courses.
  • Contribute actively to continuous improvement of processes and the customer experience.

Desired Qualifications

  • Technical courses in insurance and reinsurance.
  • Courses or training in customer service.

About the Company

Marsh

Global insurance brokerage and risk advisory

Marsh helps organizations manage risk and obtain insurance by acting as a risk adviser and broker, placing coverage with multiple underwriters rather than from a single source. It has grown into a diversified professional services firm that includes Mercer, Guy Carpenter, and Oliver Wyman, all under one holding company. Unlike traditional brokers, Marsh combines risk transfer with advisory and consulting services across insurance, reinsurance, HR, and management consulting. Its goal is to lower clients’ financial risk and total cost of risk by offering integrated risk management and advisory solutions.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1871

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