Service Specialist I - MEX

Colonial Group; Monterrey; Hybrid; MXN 180,000 - 240,000; Full time

Job summary

Colonial Group in Monterrey, MX is seeking a Service Specialist I to join the Operations Account Teams. The role focuses on level one support for customers, ensuring consistent service, improving efficiency, and supporting account teams in day-to-day operations.

You will work Monday to Friday, interact with customer-facing teams and carriers, use Salesforce, and help implement scalable, transactional processes that strengthen service delivery.

Qualifications

• Familiarity with internal systems and Salesforce.
• Experience with Microsoft programs.
• Strong communication and time management skills.
• Ability to manage relationships and resolve problems.

Responsibilities

• Proving a high level of customer service by way of transactional services and clear communication.
• Assisting customer facing teams by using proper Salesforce macros, templates and flows.
• Improving on time management, organization and planning skills.
• Consistent Monday-Friday work schedule.
• Communicate daily with both customer facing teams and customers via Salesforce tools.
• Work with scalable processes that enable the team to be efficient while providing a focused high level of customer service.

Skills

Internal systems

Microsoft programs

Salesforce

Carrier relationships

Communications

Time management

Relationship management

Problem resolution

Education

High School Diploma

Tools

Salesforce

Job description

PURPOSE

The Service Specialist I position is designed to be an integral part of the Operations Account Teams. This position focuses on providing level one support for customers by focusing on continuous improvement, efficiency and providing a consistent level of service for customers and support for Account teams. In addition, the Service Specialist I position works closely with the customer facing teams and our carrier partners to execute the day-to-day operation as a highly transactional service team.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Proving a high level of customer service by way of transactional services and clear communication
• Assisting customer facing teams by using proper Salesforce macros, templates and flows.
• Improving on time management, organization and planning skills
• Consistent Monday-Friday work schedule
• Communicate daily with both customer facing teams and customers via Salesforce tools
• Work with scalable processes that enable the team to be efficient while providing a focused high level of customer service

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Internal systems
• Microsoft programs
• Salesforce
• Carrier relationships
• Communications
• Time Management
• Relationship Management
• Problem Resolution

QUALIFICATIONS:

• High School Diploma required
• 1+ years’ internal experience

PHYSICAL DEMANDS & WORK ENVIRONMENT

Work Environment: Job is typically performed in a general office environment.