Insurance Document Processing Specialist

hace 3 meses


Merida, México Intangibles Talent ® A tiempo completo

**The Insurance Document Processing Specialist** position will directly support the insurance sales team. The role is critical to freeing up the sales reps time and helping to maximize revenue on projects. You will be communicating daily with sales representatives, sales managers, sales support team and the sales support manager. Contract and financial document review is equally as important so this role does require someone who is both outgoing and detailed.

**_
What Are We Looking for?_**
- A Bachelor’s Degree with a concentration in Sales, Marketing, or a related field
- 1-3 years of professional sales support experience
- CRM Experience.

**_ What will you do? Easy_**
- Taking calls throughout the day from sales reps in the field
- Uploading Documents from Insurance Sales Reps
- Insurance Approvals
- Change of work orders
- Mortgage Documents- Filling them out and providing documentation
- Following up with Mortgage companies
- HOA - Support and follow ups
- Any other documents that need to be uploaded from the sales reps
- Homeowner Communications
- Contract clarification and confirmation about the contract
- CRM Responsibilities
- Creating jobs
- Ordering Eagleviews
- Creating APs
- Updating notes
- Dating out production tasks and assigning them to the appropriate person
- Contract responsibilities
- Reviewing contract for accuracy based on the insurance approval
- Sending revisions to the homeowner
- Editing contracts when errors are found
- Creating change of work orders
- Analyzing profit margins
- Production
- Work with the production team on contract clarity
- Pushing contracts to production for scheduling
- Perform any other duties as required or assigned.

**_ Salary_**
- _ 0 - 1 Year of Experience: $8,000 - $9,000 Net_
- _ 2 - 3 Years of Experience: $12,000 - $14,000 Net_
- _ Students with 0 - 1 Year of Experience: $5,000 - $6,500 Net_

**_ Why should you be part of our talent team?_**
- _ Great compensation that we can discuss during the interview_
- _ Competitive salary(according to your experience)._
- _ We will give you the tools you need to make your work happen_
- _ We will always promote a work-balance culture._

**THIS IS A FULL BILINGUAL (ENGLISH/SPANISH) AND ONSITE POSITION.**

Our Intangibles Talent team is growing, and we are looking for professionals like you

**If you are interested, send us your CV in English**:
**_ Intangibles Talent is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics._



  • Merida, México Jabil Circuit A tiempo completo

    At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER. We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise...


  • Merida, México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr****: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team...


  • Merida, México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr****: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team...


  • Merida, México Intangibles Talent ® A tiempo completo

    The** Accounts Receivable Specialist** is responsible for directly supporting the insurance sales team. The role is critical to freeing up the sales reps time and helping to maximize revenue on projects. They communicate daily with customers, financial institutions, HOAs and sales managers. Contract and financial document review is equally as important, so...


  • Merida, México ABB A tiempo completo

    **Project Planning Specialist**: **At ABB, we are dedicated to addressing global challenges. Our core values: care, courage, curiosity, and collaboration - combined with a focus on diversity, inclusion, and equal opportunities - are key drivers in our aim to empower everyone to create sustainable solutions. That's our story. Make it your story.**: **This...


  • Merida, México Daytrip A tiempo completo

    Join the Daytrip team as a Customer Support Specialist and build on your professional skills, while helping us become a globally recognized travel brand! Our young team of customer-focused, travel and tech enthusiasts is on a mission to create a new approach to traveling, and become a household name for travel needs by creating unforgettable memories for...


  • Merida, México ABB A tiempo completo

    **Documentation Specialist and Office Assistant**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....


  • Merida, México MTL OPERATIONS A tiempo completo

    We want YOU to be a part of our team! MaxTrans Logistics, a GuideOn Group company, combines the power of 19,000+ carriers with over 350 group-owned assets. We’re committed to providing unprecedented efficiency, safety, and stability to everyone who relies on shipping to do business in today’s demanding markets. Our growing company is looking for talent...


  • Merida, México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...

  • Business Analyst

    hace 3 meses


    Merida, México Alinsco Mexico Sa de CV A tiempo completo

    Alinsco Insurance is the top auto insurance agency in Texas in customer service, catastrophe management, and claims processing. Currently we are looking for a **Data analyst.** The position analyzes KPIs, monitors and creates reports needed by the BI or Executives. These reports will deliver consistent, actionable information and insights across the...


  • Merida, México Kwan Technology Inc A tiempo completo

    Kwan is looking for a talented Campaign Operations Specialist to join our client's Revenue Operations team and help drive the growth of our business by helping with campaign operations and our core tech stack. You will work to help scale and mature our marketing automation infrastructure. You will use tools such as Marketo, Salesforce CRM, Outreach,...


  • Merida, México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...


  • Merida, México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...


  • Merida, México Intangibles Talent ® A tiempo completo

    Intangibles Talent _is the Nearshoring Agency that helps companies to reach the perfect talent. And we are more than that! Intangibles Talent makes it easy to build a team in another country from 0% to 100%. Under the supervision of the _Confirmation Manager _and/or his or her designee, the incumbent is responsible for directly supporting the marketing and...


  • Merida, México Prometeo Talent A tiempo completo

    **About us** **Lingaro** is a data analytics and technology consulting company that helps businesses utilize data for informed decision-making, offering expertise in data analytics, business intelligence, and software development to drive growth and optimize operations. **Tasks**: - Implement data ingestion pipelines from multiple data sources using Azure...

  • Accounting Associate

    hace 3 meses


    Merida, México Boldr A tiempo completo

    **WHAT IS YOUR ROLE**: As an accounting associate, your responsibilities and duties include overseeing bookkeeping and accounting work associated with the company books. You will perform general bookkeeping duties, such as updating posts in the accounting software, reconciling accounts on a regular basis, recording all cash receipts, and distributing...

  • Service Specialist

    hace 3 meses


    Merida, México Ecolab A tiempo completo

    Ecolab está buscando un **Especialista de ruta (fumigador)** para unirse a su equipo líder en la industria de eliminación de plagas. En esta posición, brindará soluciones oportunas y rentables de detección, eliminación y prevención de plagas a una ruta establecida de clientes comerciales. Brindará protección de marca a sus clientes las 24 horas del...


  • Merida, México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr** - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...


  • Merida, México BillboardPlanet LLC. A tiempo completo

    **JOB IDENTIFICATION** - Member of Operations Department - Mid-Level Engineer in Computer Science, Systems, Computer Science Student - Office in Merida, Mexico or Remote - Starting Compensation - MEX 25,000 Pesos/Month - Competency in ENGLISH is mandatory. **MAIN PURPOSE** - Responsible for the onboarding, training and support of the Out-of-House software...

  • Process Engineer Iii

    hace 3 meses


    Merida, México Jabil Circuit A tiempo completo

    At Jabil we strive to make ANYTHING POSSIBLE and EVERYTHING BETTER. We are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, manufacturing, and supply chain solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise...