# Insurance Customer Experience Advisor

**Company**: Intl Wealth & Premier Banking
**Location**: Cuauhtemoc, Distrito Federal
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612297791?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_4c035cf6-c54

## Description

We are seeking an Insurance Customer Experience Advisor to join our team. As an Insurance Customer Experience Advisor, you will be responsible for evaluating, analysing, and categorising customer and employee experiences based on satisfaction metrics.

You will generate value proposals focused on quality control strategies during sales to ensure customer satisfaction, fostering a culture centred on customer experience.

Key responsibilities include:

- Managing and resolving queries from various areas regarding sales flow, product characteristics, and those distributed by commercial partners.

- Developing, managing, and sending relevant post-sales communications to new and existing clients through authorised institutional platforms.

- Designing, reviewing, and adjusting scripts used in client calls for welcome campaigns, payment reminders, and quality investigations.

- Managing and validating welcome campaign information.

- Collaborating with suppliers and internal areas for process management.

- Monitoring customer satisfaction through exit surveys with external providers to identify areas for improvement in sales and post-sales procedures.

- Managing, validating, and developing reports using risk and conduct indicators to help different sales channels understand their behaviour and generate strategic actions for continuous improvement.

- Proposing and coordinating work groups to suggest actions that improve quality and satisfaction indicators.

- Promoting and incentivising a customer-focused and quality culture among employees through established communication tools.

Requirements and skills:

- Advanced Office skills.

- Analytical ability.

- Basic Dreamweaver skills (desirable).

- Knowledge of process mapping and Customer Journey (desirable).

- Assertive communication.

- Time management.

- Team-oriented.

- Strategic thinking aligned with HSBC values.

## Skills

### Required
- Office
- Analytical ability
- Assertive communication
- Time management
- Team-oriented
- Strategic thinking

### Nice to have
- Dreamweaver
- Process mapping
- Customer Journey

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612297791?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)