We are seeking a college student interested in learning more about the Insurance industry.
This internship will focus on the day-to-day business handlings of our Client Services/Compliance department.
This position requires onsite presence at our office located in San Pedro Garza Garcia.
- **
Vendor Set Up**:
- Manage the vendor set-up process.
- Scan invoices into the system.
- Gain skills in communication and system processes.
- ** Confirmation of Reinsurance**:
- Handle the receipt, scanning, and uploading of Signed Confirmation of Reinsurance documents.
- Facilitate smoother audits by ensuring timely and accurate document management.
- Communicate with Business Administrative Manager and manage electronic filing of documents.
- Learn about the audit process and relevant regulations.
- ** Follow-up on AML Documents**:
- Assist with following up on AML approvals by communicating with local clients and brokers.
- Manage a shared inbox and serve as a backup when needed.




- Learn about the AML approval process and how to organize follow-ups.
- ** Audit Support**:
- Support the team by uploading necessary documents into the audit file.
- Ensure all documents are properly filed to facilitate audits.
- Familiarize with various systems and maintain effective communication.
- Currently enrolled in a Business Administration or a similar academic program
- Demonstrated strong knowledge of technology, including Microsoft CRM and Microsoft Office.
- Demonstrated customer support, and analytical problem-solving skills.
- Ability to work independently and as part of a team.
- Strong time management, project management, communication, and organizational skills.
- Ability to effectively prioritize multiple assigned tasks.
- Familiarity accessing/using databases to retrieve, use, and present data.
- Fluent spoken/written English

📌 Client Services Intern (San Pedro Garza García)
🏢 Fm
📍 San Pedro Garza García