Meet BAC Credomatic | Operational Insurance Broker
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Job Location:
San José - Costa Rica
Monthly Salary:
Not Disclosed
Posted on:
23 hours ago
Vacancies:
1 Vacancy
Job Summary
BAC is much more than a bank.
It is an organization that reimagines banking to generate prosperity in the communities it serves integrating sustainability into its strategy through its Triple Positive Value approach: economic social and environmental.
With a regional perspective and a strong commitment to inclusion and equity BAC fosters the holistic development of its people and promotes a culture where professional growth and positive impact go hand in hand.
During the Talent Speed Dating Costa Rica BAC will open conversations with professionals interested in developing their careers in the insurance sector and contributing to strengthening the customer experience through insurance solutions.
Sheraton Hotel San José
March 13
Role Purpose
As an Operational Insurance Broker you will be responsible for managing the operational process of policy placement coordinating with insurance companies and clients to offer alternatives that meet their needs and support the sustainable growth of the business.
Your role will be key in ensuring efficient policy management supporting the development of new business opportunities and strengthening relationships with clients across the banks different segments.
Key Responsibilities
Managing insurance quotes with insurers
Monitoring and following up on the policy portfolio
Operational management of insurance policies
Regulatory compliance and ongoing training
Continuous process improvement
What profile are we looking for
A well-organized customer-oriented professional with an interest in developing a career in the insurance and financial services industry.
Key requirements:
High school diploma
Initial experience (01 year) in insurance sales or customer service
Basic knowledge of insurance policies and insurance market regulations
Interest in building a career in the insurance sector
Strong communication organizational and customer service skills
Ability to work collaboratively with an agile mindset
What does BAC offer
Private medical insurance
Solidarista Association
Additional days off
Preferential financial benefits
Agreements with universities gyms and health centers
Professional volunteering opportunities
And more
BAC promotes an inclusive diverse and equitable workplace inviting everyone to apply and be part of a team that values talent in all its forms. We want to meet you!
If you would like to learn more about BACs Triple Positive Value strategy and how the organization is building a more just and sustainable banking system click here.
Key Skills
- Sales Experience
- Presentation Skills
- Time Management
- Customer Service
- Communication skills
- Microsoft Outlook
- Workers' Compensation Law
- Outside Sales
- Underwriting
- Insurance Sales
- Customer relationship management
- Phone Etiquette
About Company
Somos INHAUS expertos en selección y contratación de talento. Pero no solo eso también ofrecemos un conjunto de servicios que darán un giro emocionante a tu gestión de HR. Tenemos la clave para llevarte más allá de lo tradicional!Forma parte del cambio te estamos esperando.
