FBS - BI Agent Services Coordinator (USFCMDM)

Farmers Group Inc.; México; Híbrido; MXN 180.000 - 300.000; Jornada completa

Descripción de la vacante

Farmers Group Inc. in Mexico seeks a Customer Care BI Agent to support Business Insurance by executing standardized workflows, coordinating activities, and maintaining accurate system records.

You will be the main contact for agents, providing timely updates, gathering information, and managing high-volume submissions in CRM and workflow tools; collaborate with Underwriting, Claims, and Policy Support to resolve issues.

Formación

• High School Diploma or equivalent required.
• Proficient in English written and verbal communication.
• Experience using CRM systems and standardized workflow tools.

Responsabilidades

• Serve as a key point of contact for agents, providing updates, gathering information, and coordinating next steps.
• Manage follow-ups, documentation, and submissions to keep requests moving efficiently.
• Execute high-volume workflows using established processes, while maintaining accuracy and service quality.
• Maintain accurate records and activity updates in CRM and workflow systems.
• Partner with internal teams such as Underwriting, Claims, and Policy Support to coordinate requests and resolve issues.

Conocimientos

English communication

Multitasking

Verbal communication

Written communication

Educación

High School diploma

Herramientas

CRM systems

Workflow tools

Descripción del empleo

We are Farmers – where ambition meets opportunity.

At Farmers, we’re not just known for unforgettable jingle – we’re a team with a passion for purpose and making a real difference in people’s lives. We deliver peace of mind when it matters most. Our results‑driven, high‑performance culture thrives on creativity, accountability and bold solutions. Here, growth isn’t just a goal – it’s a way of life for both the organization and every individual on our team. We tackle challenges head‑on, learn from every experience and measure our impact on the customers who trust us.

Join an award‑winning, equal opportunity employer, where you’ll find more than a job – you’ll find a supportive community. Enjoy competitive benefits, take part in meaningful volunteer projects, and help shape the future alongside talented colleagues across all backgrounds. At Farmers, helping others is at the heart of what we do.

Farmers believes in a culture of collaboration, creativity, and innovation, which thrives when we have the ability to work flexibly in a virtual setting as well as the opportunity to be together in person. Our hybrid work environment combines the best of both worlds with at least three (3) days in office and up to two (2) days virtual for employees who live within fifty (50) miles of a Farmers corporate office. Applicants beyond fifty (50) miles may still be considered.

Job Summary

This position provides agent‑facing communication and support for Business Insurance by executing standardized workflows, coordinating activities, and maintaining accurate system records. The role serves as a point of contact for agents to facilitate timely follow‑ups, information gathering, and campaign execution. This role drives efficiency and scalability by owning high‑volume, repeatable tasks that support the business process lifecycle, while operating within defined processes and escalating items requiring licensed or expert judgment.

Essential Job Functions

As a Customer Care BI Agent professional, you’ll play an important role in supporting agents throughout the submission and service process. You’ll serve as a key point of contact, providing timely communication, coordinating follow‑ups, gathering information, and ensuring requests move efficiently through established workflows.

This is a unique opportunity to join a growing team from the ground up, contribute to meaningful work, and build a long‑term career in a dynamic, collaborative, and supportive environment.

Schedule: Must be available to work a flexible schedule

• Serve as a key point of contact for agents, providing updates, gathering information, and coordinating next steps.
• Manage follow‑ups, documentation, and submissions to keep requests moving efficiently.
• Execute high‑volume workflows using established processes, while maintaining accuracy and service quality.
• Maintain accurate records and activity updates in CRM and workflow systems.
• Partner with internal teams such as Underwriting, Claims, and Policy Support to coordinate requests and resolve issues.
• Handle agent inquiries professionally, escalating matters that require specialized or licensed expertise.

Education Requirements

High School Diploma or equivalent required.

Experience Requirements

• Serve as a key point of contact for agents, providing updates, gathering information, and coordinating next steps.
• Manage follow‑ups, documentation, and submissions to keep requests moving efficiently.
• Execute high‑volume workflows using established processes, while maintaining accuracy and service quality.
• Maintain accurate records and activity updates in CRM and workflow systems.
• Partner with internal teams such as Underwriting, Claims, and Policy Support to coordinate requests and resolve issues.
• Handle agent inquiries professionally, escalating matters that require specialized or licensed expertise.

Additional Qualification

Proficient in English written and verbal communication skills. Strong verbal communication and listening skills. Demonstrated written communication skills. Ability to simultaneously handle multiple priorities. Possesses strong technical aptitude. Experience working with CRM systems and standardized workflow tools. Experience in a regulated environment.