Executive

Overview

Job Description

• Provide follow-up to compliance with the operational process.
• Take minutes and provide follow-up
• Back up the information in each client's digital file.
• Coordinate with the courier the pickup location for packages to be processed. (For customers who do not have a visit)
• Coordinate meetings with clients, according to the calendar managed by each executive (A meeting must be held at least twice a year with the policyholder/policyholder and/or the person in charge of the policy)
• Make presentations for each client and keep them updated
• Prepare monthly reports for your clients, your Management Report.
• Maintain updated renewal control and provide follow-up with the technical area
• Provide refresher and induction talks when the client requires it, or when there are changes in benefits, operations, or/and proactive support.

Job Requirements

• Pursuing university studies in Business Administration (not essential) and/or a Technical Course in Insurance.
• English preferably
• 2 to 3 years of experience in Insurance
• Fluent command of the English language is essential

About Company:

Bagerz, a dynamic and forward-thinking organization, is committed to delivering excellence across all industries. We are currently on the lookout for passionate professionals who are eager to grow, innovate, and contribute to meaningful projects in a collaborative and fast-paced environment.