BI Agent Services Coordinator - Hybrid Support Pro

Farmers Insurance

United States

Hybrid

MXN 300,000 - 460,000

Full time

14 days+

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Job summary

Farmers Insurance in Mexico City seeks a Customer Care BI Agent to support Business Insurance workflows, coordinate follow-ups, and maintain accurate CRM records. You’ll be a key contact for agents, driving high-volume, repeatable tasks and timely information gathering within established processes.

This role offers a hybrid schedule with on-site work and remote days for eligible employees, and collaboration with Underwriting, Claims and Policy Support to resolve issues and deliver efficient

Qualifications

  • Must have strong English written and verbal communication.
  • Ability to handle multiple priorities in a regulated environment.
  • Experience with CRM systems and standardized workflow tools.

Responsibilities

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

Skills

English proficiency
Verbal communication
Written communication
Multitasking
Technical aptitude
CRM usage
Workflow tools

Education

High School Diploma

Tools

CRM systems
Workflow tools

Job description

Farmers Insurance in Mexico City seeks a Customer Care BI Agent to support Business Insurance workflows, coordinate follow-ups, and maintain accurate CRM records. You’ll be a key contact for agents, driving high-volume, repeatable tasks and timely information gathering within established processes.

This role offers a hybrid schedule with on-site work and remote days for eligible employees, and collaboration with Underwriting, Claims and Policy Support to resolve issues and deliver efficient

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