WTW

Global risk management, insurance brokerage, consulting

Account Executive

Customer SupportUpdated on Nov 13

Full-timeMonterrey, Nuevo Leon, MexicoNo salary listedIn-person

About the Job

Requirements

University studies, unfinished or completed.
Intermediate proficiency with Microsoft Office, including Excel, PowerPoint, and Word.
Knowledge of employee benefits programs and their operations.
Preferred minimum of one year of experience in claims support and employee benefits program activities.
Solid experience and knowledge of major medical expenses (GMM), including claims management and follow-up; knowledge of life insurance and other benefits programs is an advantage.
Ability to manage complaints, disputes, and high-pressure situations.
Advanced conversational English is required to interact with an international client.
Ability to communicate effectively, listen actively, take prompt and accurate decisions, relate to employees with different profiles, and provide service-oriented support.

Responsibilities

Provide guidance to client employees regarding claims under employee benefits programs.
Complete the administrative processes required to assist employees of assigned clients, meeting the agreed client service commitments for claims.
Enter information for each transaction into the company's designated tracking system.
Ensure employee requests from client organizations, including authorization letters and reimbursements, are recorded using the company's designated technology tools while protecting information confidentiality.
Follow the company's escalation protocol to resolve problems and complaints.
Support preparation of claims analysis presentations for each client to keep them informed about their policy's claims experience.
Complete all mandatory courses applicable to the position.

Desired Qualifications

Knowledge of life insurance and other employee benefits programs is an advantage.

el Rol

Brindar asesorías en siniestros de los programas de beneficios a los empleados del cliente.
Realizar todos los trámites administrativos necesarios para la atención a los empleados de los clientes asignados, cumpliendo con los acuerdos de servicio acordados con el cliente (siniestros).
Cargar la información de cada trámite en el sistema de seguimiento indicado por la compañía.
Garantizar el registro de las solicitudes de los empleados del cliente (cartas pase, reembolsos, etc), a través de las herramientas tecnológicas indicadas por la compañía cuidando la confidencialidad de la información.
Apegarse al protocolo de escalamiento definido por la compañía para la resolución de problemas y quejas.
Apoyar en la creación de la presentación de análisis de siniestralidad de cada uno de los clientes con la finalidad de mantenerlo informado del comportamiento de su póliza.
Debe cumplir con todos los cursos mandatorios de acuerdo a su posición.

Carrera universitaria trunca o concluida.
Manejo intermedio de Microsoft Office: Excel, PowerPoint y Word.
Conocimientos de programas de beneficios y su operación.
Experiencia mínima preferente de un año en actividades relacionadas con atención de siniestros y programas de beneficios.
Experiencia y conocimientos sólidos en Gastos Médicos Mayores (GMM), incluyendo la gestión y seguimiento de siniestros. Conocimiento de Vida y otros programas de beneficios será considerado un plus.
Capacidad para gestionar quejas, controversias y situaciones de presión.
Inglés conversacional avanzado, indispensable para interacción con cliente internacional.
Actitud de servicio.
Comunicación y escucha efectiva.
Proactividad y orientación a soluciones.
Capacidad para tomar decisiones rápidas y precisas.
Capacidad para relacionarse con diferentes perfiles de empleados.

Empleador de Igualdad de Oportunidades

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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