Mobile Insurance Specialist
hace 3 semanas
Mobile Insurance Specialist (MIS)Role purposePromote HSBC insurance solutions to match customer's wealth needs (in particular Savings, Retirement and Investment), and increase insurance penetration through Premier segment, with a key focus on clients that don't visit the branches often, through analytical and marketing program-driven sales leads and RM Referrals.Deliver customer needs in line with customer timing and location preferences, through an outreach, mobile, and tablet-enabled sales model.Principal accountabilitiesIdentify and capture insurance business opportunities with prompt follow-up on analytically driven leads and campaignsMaintain a high level of submitted-to-issued ratio (with prompt follow up and after-sales service)Promote professional sale of insurance productsProvide specialist advice on appropriate insurance solutions to ensure the insurance / protection needs of Premier NRC customers are well fulfilledDrive multiple-need fulfilment for existing NRC Insurance ETB customers through x-sell and maturity campaignsBuild and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing.Build relationship with RMs and ClientsSupport referrals to the branch when other customer needs (wealth / non-insurance) are identifiedIdentify and capture business opportunity from customer referrals and provide referral leads to RM from non-bank customers to onboard the customerManage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.RequirementsStrong client skills with the ability to deliver a strong client experience and provide needs-based solutionsDeep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products.Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.Demonstrated ability and experience to correctly identify client needs.Solid skills to manage consultative sales process.Team player with collaborative skills.BenefitsWe offer direct hiring by the bank, base salary,performance bonus, holiday bonus, life insurance, major medical expenses insurance, credits, discounts on bank products, active participation in sustainability / social responsibility programs, discounts in more than 9,000 establishments and a career plan according to your aspirations.EEO StatementAt HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.HSBC employees act by showing integrity with courage, standing firm in what is right.We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights."At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care"#J-*****-Ljbffr
-
Mobile Insurance Specialist
hace 2 semanas
Tijuana, México HSBC A tiempo completo-Job description**Role purpose**:The jobholder is a specialist role and is part of the Wealth sales force focused in insurance solutions. The incumbent is expected to be a technical expert in one or several product categories as relevant to market; such as Structured Products / Investment / Financial Planning / Retirement / Protection / Mortgage, etc, and...
-
Medical Insurance Collections Specialist
hace 4 semanas
Tijuana, México USA Clinics A tiempo completoWe are seeking a highly detailed Insurance Collections Specialist to join our team. The Insurance Collections Specialist is responsible for resolving denials and unpaid Insurance claims.This position will hold the responsibility of securing payment from insurance companies and assisting with other parts of the billing office as needed.Duties and...
-
Medical Insurance Collections Specialist
hace 3 semanas
Tijuana, México Usa Clinics A tiempo completoWe are seeking a highly detailed Insurance Collections Specialist to join our team.The Insurance Collections Specialist is responsible for resolving denials and unpaid Insurance claims.This position will hold the responsibility of securing payment from insurance companies and assisting with other parts of the billing office as needed.Duties and...
-
Medical Insurance Collections Specialist
hace 3 semanas
Tijuana, México USA Clinics Group A tiempo completoWe are seeking an experienced and highly detailed **Medical Collections Specialist** to join our Revenue team. The Medical Collection Specialist is the primary source for managing patient’s delinquent accounts including sending patients to collections. This position will hold the responsibility of arranging repayment agreements with the patient and...
-
Insurance Specialist Representative
hace 3 semanas
Tijuana, México USA Clinics Group A tiempo completo**Responsibilities**:- Handle insurance benefit verification process (phone calls and online)- Write medical necessity using established forms and procedures- Handle prior-authorization process for office procedures- Handle insurance calls- Ensure/analyze an efficient flow of work utilizing Electronic Health Records (EHR) software to keep track of task and...
-
Insurance Specialist Representative
hace 3 semanas
Tijuana, México USA Clinics A tiempo completo**Responsibilities**:- Handle insurance benefit verification process (phone calls and online)- Write medical necessity using established forms and procedures- Handle prior-authorization process for office procedures- Handle insurance calls- Ensure/analyze an efficient flow of work utilizing Electronic Health Records (EHR) software to keep track of task and...
-
Insurance Specialist Representative
hace 3 semanas
Tijuana, México USA Clinics Group A tiempo completo**Responsibilities**:- Handle insurance benefit verification process (phone calls and online)- Write medical necessity using established forms and procedures- Handle prior-authorization process for office procedures- Handle insurance calls- Ensure/analyze an efficient flow of work utilizing Electronic Health Records (EHR) software to keep track of task and...
-
Spec Sls Wealth Insurance Rbwm
hace 3 semanas
Tijuana, México Hsbc Global Services Limited A tiempo completoEspecialista en Seguros (Mobile Insurance Specialists) HSBC México, ofrecemos oportunidades para desarrollar una carrera profesional para personas con excelente actitud de servicio, trato al cliente, gusto por las ventas y visión por desarrollarse como Especialista en Seguros Actividades: Detectar prospectos que podrían estar interesados sobre soluciones...
-
In-Person Insurance Claims Data Entry Specialist
hace 3 semanas
Tijuana, México Integon Service Co. A tiempo completoAn insurance company is seeking customer service representatives in Tijuana.This role involves assisting customers with their insurance claims over the phone and performing data entry related to incident reports.Candidates must reside in Tijuana or Rosarito and assess their English proficiency.The position offers a weekly pay of $6,000 MXN alongside...
-
On-Site IT Monitoring
hace 3 semanas
Tijuana, México Seguros Confie A tiempo completoA leading insurance company is seeking an IT Monitoring Specialist in Tijuana to oversee and improve employee monitoring tools. The role focuses on analyzing productivity data to support compliance and performance goals. Candidates should have advanced English proficiency, a university degree, and skills in Excel and reporting tools. Benefits include...
