Ejecutivo de servicio H&B

About the role

We are looking for a Health & Benefits Service Executive to provide high‑level support to our collective portfolio of clients. The role focuses on proactive client management, ensuring satisfaction through timely communication, reporting, and coordination of benefit‑related activities.

Key responsibilities

• Respond to internal and external client emails within 12 business hours.
• Monitor and follow up on operational processes and ensure compliance.
• Prepare meeting minutes, maintain digital client files, and coordinate package pickups.
• Schedule and conduct at least two client meetings per year, including presentations and updates.
• Produce monthly management reports and keep renewal tracking up to date.
• Deliver refresher and induction sessions when benefits or procedures change.
• Monitor monthly claim activity, notify clients, and perform quarterly claim analysis.
• Plan and execute proactive initiatives such as talks, campaigns, fairs, and other client‑requested support.
• Drive organic growth and prospect new business opportunities.

Required profile

• University studies in Business Administration (optional) or technical insurance training.
• 2‑3 years of experience in personal insurance.
• Advanced proficiency in English.
• Strong customer‑service orientation.

Required skills

• Technical knowledge of Life and Health insurance and insurance law.
• Advanced use of Microsoft Office (Word, Excel, PowerPoint).
• Advanced English communication skills.