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2 weeks ago

EJECUTIVO SR BROKING

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Last checked: 11 hours agoStatus: Live

Job Summary

Manage and grow the Benefits portfolio for CDMX by understanding client and prospect needs, negotiating costs and terms with insurers, and supporting renewals and new business. Ensure renewal and upsell targets are met, analyze assigned accounts for performance improvements, and quote employee benefits programs (GMM, Life, Dental, Vision, and options). Partner with client-facing teams and internal underwriting/commercial stakeholders, escalating urgent cases when needed.

Location: Mexico City

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Help the CDMX Benefits team understand client and prospect needs to negotiate best costs and conditions with insurers.
•Ensure renewal and new business budgets for the CDMX Benefits area are met.
•Support consulting efforts delivering added value and coverage improvements, including negotiation of pre-subscribed benefits programs.
•Analyze assigned accounts to negotiate increases and achieve revenue goals (including claims and coverage/market comparisons).
•Quote employee benefits programs (GMM, Life, Dental, Vision, and options) and coordinate strategic meetings for renewals and new business, escalating urgent cases when needed.

Key Requirements

•Bachelor’s degree, preferably in Actuaría or Matemáticas.
•Intermediate-advanced English proficiency.
•Minimum 3 years of experience as a broker or in an insurance company in similar roles.
•Knowledge of the benefits line and insurance vocabulary, including technical underwriting knowledge.
•Proficiency with tools such as Word, advanced Excel, and databases/macros (with an evaluation).

Experience:3+ yearsInsuranceEmployee benefitsBrokerageUnderwriting

Education:Bachelor's in Actuaría, Matemáticas

Skills:CommunicationData analysisTeamworkTechnical-commercial skills

Languages:English

Tech Stack:WordExcelMacrosDatabases

Company Brief

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Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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