Insurance BI Agent: Client Support & Workflow Coordinator

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

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.