
Posted 2 days ago
Ejecutivo de Cobranza
WTW
Requirements
Customer service orientation, Proactivity, Problem-solving skills, Organization and teamwork, Advanced Excel, Completed Bachelor's degree
Skills
ExcelPower BI
About the role
Responsibilities
- Perform effective collections for policy and endorsement clients
- Manage payment applications and refunds in coordination with insurance companies
- Generate payment references, invoices, and tax complements for clients
- Advise clients and account executives on policy and endorsement payment matters
- Reconcile insurance company statements with outstanding receipts
- Apply payments within the internal system and clear unpaid items
- Utilize Power BI dashboards for reporting and monitoring
Requirements
- Completed Bachelor's degree
- Advanced proficiency in Microsoft Excel
- Strong customer service orientation and proactivity
- Analytical skills for effective problem-solving
- Excellent organization and ability to work in a team environment
- Ability to drive innovation in processes
About the Company
WTW is a leading global advisory, broking, and solutions company that helps clients manage risk and optimize outcomes. Our colleagues serve more than 140 countries and markets around the world, providing professional expertise across risk, health, wealth, and career sectors.
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WTW · Guadalajara
