Account Management Specialist (Monterrey)

Account Management Specialist (Monterrey)

12 ago
|
Harvest Insurance
|
Monterrey

12 ago

Harvest Insurance

Monterrey

About Harvest

Harvest Insurance is a fast-growing U.S. insurance brokerage dedicated to helping homeowners and businesses find the right insurance solutions. As an independent broker, we work with multiple insurance carriers to provide competitive coverage tailored to each client's needs.

We are a sales-driven organization focused on building long-term relationships, delivering expert guidance, and creating value for our clients. As we continue to grow, we're building our Monterrey office with talented professionals who want to be part of an ambitious, high-performing team. Whether your career path is in account management, operations, or sales, Harvest offers opportunities to grow alongside the company.

About the Role

As an Account Management Specialist, you'll support our U.S. clients by managing their insurance accounts and ensuring every request is handled accurately and efficiently. You'll work closely with clients, insurance carriers, and internal teams while maintaining a high level of professionalism and attention to detail.

What You'll Do

- Manage client accounts
- Process billing requests
- Coordinate with carriers and internal teams




- Deliver exceptional client service while building long-term relationships

What We're Looking For

Required:

- Experience in customer service, account management, insurance, banking, financial services, or another client-facing role
- Experience using CRM or account management software
- Bachelor's degree or equivalent professional experience
- Advanced English — written and spoken
- Excellent communication skills
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks in a fast-paced environment
- Ability to learn new software quickly
- Positive attitude, accountability, and willingness to learn

Why Join Harvest?

- Competitive salary
- Career growth opportunities in a rapidly growing company
- Work directly with U.S. clients and industry professionals
- Ongoing training and professional development
- Collaborative, supportive, and entrepreneurial team environment
- Opportunity to grow into leadership or future sales positions as Harvest expands

📌 Account Management Specialist (Monterrey)
🏢 Harvest Insurance
📍 Monterrey

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