Meet BAC Credomatic | Operational Insurance Broker at INHAUS

San José, , Costa Rica -

Full Time

Start Date

Immediate

Expiry Date

06 Jun, 26

Salary

0.0

Posted On

08 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organization, Customer orientation, Insurance policy management, Policy placement, Coordination with insurers, Portfolio monitoring, Regulatory compliance, Process improvement, Communication, Collaboration, Agile mindset

Industry

Financial Services

Description

BAC is much more than a bank. It is an organization that reimagines banking to generate prosperity in the communities it serves, integrating sustainability into its strategy through its Triple Positive Value approach: economic, social, and environmental. With a regional perspective and a strong commitment to inclusion and equity, BAC fosters the holistic development of its people and promotes a culture where professional growth and positive impact go hand in hand. During the Talent Speed Dating – Costa Rica, BAC will open conversations with professionals interested in developing their careers in the insurance sector and contributing to strengthening the customer experience through insurance solutions. 📍 Sheraton Hotel, San José 🗓️ March 13 Role Purpose As an Operational Insurance Broker, you will be responsible for managing the operational process of policy placement, coordinating with insurance companies and clients to offer alternatives that meet their needs and support the sustainable growth of the business. Your role will be key in ensuring efficient policy management, supporting the development of new business opportunities, and strengthening relationships with clients across the bank’s different segments. Key Responsibilities • Managing insurance quotes with insurers • Monitoring and following up on the policy portfolio • Operational management of insurance policies • Regulatory compliance and ongoing training • Continuous process improvement What profile are we looking for? A well-organized, customer-oriented professional with an interest in developing a career in the insurance and financial services industry. Key requirements: • High school diploma • Initial experience (0–1 year) in insurance, sales, or customer service • Basic knowledge of insurance policies and insurance market regulations • Interest in building a career in the insurance sector • Strong communication, organizational, and customer service skills • Ability to work collaboratively with an agile mindset What does BAC offer? • Private medical insurance • Solidarista Association • Additional days off • Preferential financial benefits • Agreements with universities, gyms, and health centers • Professional volunteering opportunities • And more BAC promotes an inclusive, diverse, and equitable workplace, inviting everyone to apply and be part of a team that values talent in all its forms. We want to meet you! If you would like to learn more about BAC’s Triple Positive Value strategy and how the organization is building a more just and sustainable banking system, click here.

Responsibilities

The Operational Insurance Broker manages the operational process of policy placement, coordinating with insurance companies and clients to offer suitable alternatives. This role is key in ensuring efficient policy management, supporting new business development, and strengthening client relationships across various bank segments.