CBO Back Office Specialist

THE JOB

CBO Back Office Specialist - Job Summary

The CBO Back Office Specialist ensures the accurate timely and compliant processing of insurance policy operations by coordinating information validating documentation and partnering closely with internal teams (sales finance underwriting claims and compliance). This role is ideal for someone with a strong service mindset analytical thinking and exceptional attention to detail.

Key Responsibilities:

• Review and validate fee calculations based on tariffs for each policy with high accuracy; prepare complete invoicing requests.
• Verify eligibility and calculations for bonuses and premium adjustments according to policy terms and coverage.
• Monitor calculation status and required approvals in coordination with commercial teams.
• Maintain and update customer and policy information in internal systems ensuring documentation is complete accurate and traceable.
• Support audits and compliance reviews by organizing evidence resolving missing items and ensuring documentation consistency.
• Identify discrepancies investigate root causes and resolve issues using a structured collaborative approach.
• Prepare routine operational reports and insights (quality volume aging turnaround time).
• Serve as a reliable point of contact for internal stakeholdersespecially Salesby providing clear updates next steps and expectations.
• Communicate effectively in both written and verbal formats adapting messaging to different audiences.
• Escalate risks early (missing information compliance concerns deadline risks) and propose actionable solutions.
• Contribute to continuous improvement by recommending process simplifications checklists and templates that reduce rework.

Qualifications :

Required Qualifications

• 13 years of experience in back-office operations administration or insurance operations; customer service exposure is a plus.
• Strong analytical mindset with the ability to identify root causes.
• Exceptional selfvalidation and qualitycontrol skills; highly detailoriented.
• High accuracy in data entry; strong organizational and prioritization abilities.
• Proficiency in MS Office (especially Excel) and ability to learn internal systems quickly.
• Strong written and verbal communication skills; comfortable working with sales and crossfunctional teams.
• Basic English proficiency (advanced level is a plus).

Preferred Qualifications

• Experience supporting finance underwriting claims or policy administration workflows.
• Familiarity with process improvement practices (documenting steps reducing rework standardizing checklists).

Additional Information :

What We Offer

• Flexible hybrid work model
• Career development in a global inclusive environment
• Ongoing training and learning opportunities
• Competitive benefits exceeding legal requirements

Location: Ciudad de México/Mexico City (Hybrid  2 days onsite 3 days remote

Remote Work :

No

Employment Type :

Full-time