CGS Account Officer

Role Overview

This role is responsible for ensuring the accurate and efficient execution of key operational and administrative processes including bonus-payment management billing verification contract coordination account setup and credit-information handling. The position upholds high standards of quality compliance and data integrity.

You will provide comprehensive support to Account Managers and commercial teams through timely reporting document review client training and assistance with basic inquiriescontributing to a seamless customer experience and strong commercial performance.

Key Responsibilities

1.- Manage the bonus payment process and ensure accurate recording in the corresponding systems.

2.- Oversee the billing process for CLF (Credit Line Fees) to ensure accuracy and compliance.

3.- Coordinate the issuance of contracts with all areas involved to meet deadlines and quality

standards.

4.- Pre-fill KYC (Know Your Customer) forms and perform an initial review of required documentation.

5.- Consolidate and deliver reports requested by Account Managers ensuring accuracy and timeliness.

6.- Review drafts documents and materials prior to issuance or client delivery.

7.- Create new Policy Holder accounts and ensure correct setup in internal systems.

8.- Register new vendors (supplier setup) in accordance with corporate requirements.

9.- Upload Credit Limits (CL) into internal systems with precise and validated information.

10.- Prepare presentations requested by Account Managers or commercial teams.

11.- Generate credit limit reports following established procedures.

12.- Deliver CofaNet training sessions to insured clients to support system usage and understanding.

13.- Support Account Managers with basic client inquiries related to users requests and information uploads.

Qualifications :

Qualifications

Preferred

• Trainee experience or foundational knowledge in Credit Insurance.

Required

• Degree in Economic or Administrative Sciences (or currently completing the degree if applicable)
• Basic English fluency (verbal and written)

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