Location: 

Mexico City, MX

Customer Management Specialist

Customer Management Specialist


About the Team
We seize Swiss Re Group's capabilities to deliver solutions and services to meet our corporate customers' increasingly sophisticated needs which arise from major trends as well as challenges that reshape their risk landscape. 
We are looking for a highly motivated, enabler thinking and curious teammate to join Swiss Re Corporate Solutions as Customer Management Specialist for Latin Aamerica based in Mexico City. 
His/her primary responsibility is to retain and expand the relationship with assigned customers across all product lines (cross/up-selling), in order to improve company´s Share-of-Wallet (SOW) and become a strategic risk partner.
The holder of this position is accountable for contribute top and bottom line targets and is encouraged to promote traditional and alternative solutions, as well as our platforms offering, ESG (environmental, social, and corporate governance) related topics, and analytics to address specific needs around customers' risk management, corporate finance and strategy.

About The Role:
•    Internal and external key point of contact, for managing and development of these strategic customers with diverse and global requirements.
•    Primary responsibility will be to defend and expand business relationships for your portfolio of customers to position Corporate Solutions as the risk partner of choice.
•    Leading business opportunities across products, platforms and geographies. 
•    Provide timely financial reporting to line manager, maintain high quality data in internal systems, prepare meetings with senior leadership and provide data to senior management 
Key responsibilities:
•    Establish a strong relationship with customers, key decision makers, their brokers and develop a deep knowledge of their world and macro/micro factors affecting it.
•    Develop a deep understanding of customers' needs in areas of risk transfer, risk insights and risk partnerships and translate them into executable opportunities to provide relevant solutions and services
•    Drive customer dialogue, discussions and negotiations, inspiringe cross-functional teams to deliver the best value propositions to deliver the best possible solutions/service to the customer. 
•    Leverage data & analytics in the customers engagement plans, delivering a consultative approach
•    Maintain high quality customer information including strategic engagement plans in CRM system (in data analytics, developing methodologies and outputs to provide key insights to drive business decisions)
•    Coordinate all new or renewing business transactions, and strategic customer relationship activities as per sales plan.
•    Handle critical customer-related issues and ensure swift resolution, ensuring relevant timelines (Customer, Group, Divisional, etc.) are met


About You:
Are you able to perform outstanding relationships to translate innovation into execution? Do you consider yourself to be a "self-starter", able and willing to take initiative and implement measures in a goal-oriented manner? 
We are eager to meet you if your profile and experience includes:
•    Deep understanding and experience of relationship management within financial services, consulting, (re) insurance, broking and/or industrial corporates (preferable)
•    Experience with originating, developing and binding complex transactions including international programs and alternative risk solutions
•    Advanced data analytics skills using tools such as Power BI, with the ability to share insights and tell a story
•    5 plus years of Customer/Account management, Underwriting, Business Development or Advisory in the (re) insurance and/or financial services industry including exposure to various risk solutions
•    Knowledge of (re) insurance industry and/or risk management.
•    Fill Professional English fluency and Familiarity of various CRM systems 
•    Being Customer-centric, Pragmatic, and having a 'can do' solution mentality
•    Strong results-oriented approach and intuition for business
•    Excellent communication skills with ability to handle challenges and align multiple parties' interests, adjusting style to the purpose of the message and listening to understand other individuals or teams' perspective
•    An engaging personality, a team-builder and networker with the ability to stimulate thinking and encourage team members to see new possibilities
•    Highly aware of the importance of social capital and navigates sophisticated social relationships and environment


 We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

 

 

About Swiss Re

 

Swiss Re is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.

 

 

Keywords:  
Reference Code: 130717 

 

 


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