Insurance Customer Experience Advisor (Cuauhtemoc, Distrito Federal, MX, 06500)

HSBC
Distrito Federal
Full timeFunction: Customer Success & Account ManagementSkills: ["Communication","Time management","Teamwork","Strategic thinking","Analysis"]

Evaluate and analyze customer and collaborator experiences against satisfaction metrics, and propose value-focused quality-control strategies tied to the sales process. Manage and resolve sales-flow and product-related inquiries, coordinate post-sale communications for new and existing customers, and design/update customer-call scripts and welcome/payment reminder campaigns. Use exit surveys and risk/conduct indicators to report insights, drive continuous improvement, and support a customer- and quality-centered culture.

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FursaFursa
HSBC
HSBC
13 hours ago

Insurance Customer Experience Advisor (Cuauhtemoc, Distrito Federal, MX, 06500)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Evaluate and analyze customer and collaborator experiences against satisfaction metrics, and propose value-focused quality-control strategies tied to the sales process. Manage and resolve sales-flow and product-related inquiries, coordinate post-sale communications for new and existing customers, and design/update customer-call scripts and welcome/payment reminder campaigns. Use exit surveys and risk/conduct indicators to report insights, drive continuous improvement, and support a customer- and quality-centered culture.
Location: Distrito Federal
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Evaluate, analyze, and categorize customer and collaborator experiences according to satisfaction metrics, creating value proposals focused on sales quality control strategies.
  • •Manage and resolve inquiries from different areas related to the sales flow and product characteristics (HSBC Seguros manufactured products and partner-distributed products).
  • •Create, manage, and send relevant post-sale communications for new and existing customers using authorized institutional platforms.
  • •Design, review, and adjust call scripts for welcome campaigns, payment reminders, and quality investigations; validate welcome campaign information.
  • •Monitor customer satisfaction via exit surveys, produce reports using risk and conduct indicators to inform sales channels, and coordinate workgroups to improve quality and satisfaction metrics.

Key Requirements

  • •Advanced proficiency with Microsoft Office (paquetería Office).
  • •Strong analytical capability to evaluate customer experiences and satisfaction metrics.
  • •Basic knowledge of Dreamweaver (desirable).
  • •Knowledge of process mapping and Customer Journey (desirable).
  • •Assertive communication, time management, teamwork orientation, and strategic thinking aligned with HSBC.
Skills:CommunicationTime managementTeamworkStrategic thinkingAnalysis
Languages:Spanish
Tech Stack:Microsoft OfficeDreamweaver

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
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: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn