Insurance Brokerage Administrator

• Minimum training of Level II in Insurance, Administrative Management, or equivalent qualification.

• Knowledge in:

o Insurance and/or policy typology.

o Office automation knowledge at a user level.

o Demonstrated experience with brokerage management software, E-broker or Seg-Elevia

• Experience in:

o Organization and ability to manage administrative tasks.

o Problem-solving capacity to manage incidents and unforeseen events efficiently.

o That you are organized, eager to learn and contribute, and know how to work in a team.

• Commercial attitude and aptitude for wanting to develop within a consolidated project.

At Grupo Térvalis, we are looking to expand our Team with an Administrative Assistant for our Insurance Brokerage who, through their work and effort, will help us contribute to the Group's Sustainable Development Goals.

If you want to develop your professional career as part of a motivating, ambitious project with professional challenges, join our team.

• Customer service following the Operating and Service Model designed for this purpose.

• Review of offers, comparison of proposals, and presentation of reports.

• Detection of needs: Advising on the best products and services required for each client based on their specific needs.

• Personalized follow-up and attention to the client portfolio, both in person, by telephone, and via email.

• Administrative tasks inherent to the position.

• Document management: Organizing received documentation and ensuring it is properly stored in client files.

• Control of receipts and unpaid items: Managing returned receipts and coordinating unpaid items with the internal department.

• Requesting documentation: Requesting and following up on pending documentation from external collaborators.

• Claims management: Coordinating the declaration and follow-up of claims with clients, requesting necessary documentation, and informing the company.

• Commission review: Verifying the payment of commission settlements from insurance companies.

• Policy modifications: Performing policy modifications according to the guidelines of superiors, including changes of address, inclusions, or reductions of items.

• Other administrative tasks: Performing any administrative task assigned by superiors.

Help us contribute to the United Nations Sustainable Development Goals 2, 4, and 15

Your functions as an Insurance Administrative Assistant will give you an active role in building a better world: you will contribute to conserving and sustainably using terrestrial ecosystems, training field professionals in innovation and sustainability, and fighting hunger and climate change.