Representante De Servicio Al Cliente - Seguros De Vida Y Salud

Placements24; Santiago de Querétaro; Hybrid; MXN 201,000 - 312,000; Full time

Benefits offered by this job

Hybrid work model

Health insurance

Life insurance

Retirement savings options

Job summary

Placements24 is recruiting a Customer Service Representative for a life and health insurance focus in Querétaro. The role blends in-office collaboration with remote work for daily tasks and ongoing training.

The ideal candidate is empathetic, patient, and detail-oriented with strong communication and problem-solving skills. Spanish fluency is required; English is a plus. Hybrid setup supports a balanced work life in Querétaro city.

Qualifications

• Strong communication and listening abilities are essential.
• Knowledge of life and health insurance terms helpful.
• Experience in customer service in financial services is preferred.

Responsibilities

• Respond to inquiries via phone, email, and chat about life and health policies.
• Assist clients with policy details, payments, and beneficiary updates.
• Guide customers through claims, documenting requirements and process steps.
• Explain policy benefits and options to new clients.
• Maintain accurate CRM records and process policy changes.
• Collaborate with sales, underwriting, and claims teams to ensure a seamless journey.

Skills

Communication skills

Active listening

Interpersonal skills

Education

High school diploma or equivalent

Associate's or bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

About the Role

Our client, a well-established insurance company with a significant presence in Querétaro City, Querétaro , is seeking a dedicated Customer Service Representative specializing in Life and Health insurance. This hybrid role requires a balance of in-office work for team collaboration and comprehensive training, alongside remote work flexibility for daily tasks. You will be the primary point of contact for clients, providing exceptional support for inquiries related to policies, claims, and general information. We are looking for an empathetic, patient, and knowledgeable individual who is passionate about assisting people during important life decisions. If you excel at communication, problem-solving, and possess a strong understanding of insurance principles, this is a fantastic opportunity to build a rewarding career in the heart of Querétaro .

Key Responsibilities

• Respond promptly and professionally to customer inquiries via phone, email, and chat regarding life and health insurance policies.
• Assist clients with policy-related questions, including coverage details, premium payments, and beneficiary updates.
• Guide customers through the claims process, providing necessary information and documentation requirements.
• Help new clients understand their policy benefits and options.
• Resolve customer issues and complaints effectively, escalating complex cases to appropriate departments when necessary.
• Maintain accurate and detailed customer records in the CRM system.
• Process policy changes and updates as requested by clients.
• Educate clients on available services and resources to enhance their experience.
• Collaborate with sales, underwriting, and claims teams to ensure a seamless customer journey.
• Adhere to company policies and procedures, as well as regulatory requirements.

Requirements

• High school diploma or equivalent; associate's or bachelor's degree preferred.
• Minimum of 2 years of experience in customer service, preferably within the insurance or financial services industry.
• Knowledge of life and health insurance products is highly desirable.
• Excellent communication, active listening, and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Proficiency in using CRM software and standard office applications (Microsoft Office Suite).
• Ability to multitask and manage time effectively in a dynamic environment.
• Adaptability to a hybrid work model, including working from home and commuting to the Querétaro office.
• A patient and empathetic demeanor, with a genuine desire to help others.
• Fluency in Spanish is required; English proficiency is a plus.

Benefits

• We offer a competitive salary package with potential for performance-based bonuses.
• Enjoy the advantage of a hybrid work model, promoting a healthy work-life balance.
• You will receive comprehensive training on our products and systems, along with ongoing professional development opportunities.
• Our client provides a supportive and collaborative work environment, fostering teamwork and individual growth.
• A robust benefits package is included, featuring health insurance, life insurance, and retirement savings options.
• This role offers clear pathways for career advancement within a reputable insurance organization.
• Join our team in Querétaro and contribute to providing essential support to our valued clients.