FBS - BI Agent Services Coordinator (USFCMDM)

Farmers Insurance; United States; Hybrid; MXN 300,000 - 460,000; Full time

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

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.

Workplace

On-site

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.

Physical Actions

Physical Environment

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.

Special Skill Requirement

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.