Wiz Co

Insurance

• Manage customer service and post-sale support for Credit Insurance policies.
• Oversee the full policy lifecycle, including implementation, maintenance, renewals, customer information updates, and operational support.
• Serve as the primary point of contact between clients, insurers, banks, and internal teams, ensuring prompt resolution of requests and alignment of information.
• Monitor policy expiration dates, renewals, and outstanding items, taking preventive action to mitigate risks and maintain the portfolio.
• Provide consultative support to clients regarding coverage, contractual terms, credit limits, and insurance operating procedures.
• Coordinate and monitor requests related to claims, indemnification, recoveries, and other post-sale matters.
• Ensure the quality and accuracy of records and information in internal and insurer systems.
• Prepare management reports and portfolio performance indicators, identifying opportunities to improve processes and increase customer satisfaction.
• Strengthen relationships with insurers, strategic partners, and banks to improve operational efficiency and expand business opportunities.
• Support the sales team in retaining, renewing, and expanding the Credit Insurance portfolio by identifying cross-selling and upselling opportunities.

Commercial Executive III – Credit Insurance