TALENT SOLUTIONS BPO

Hand over the process, while maintaining control of the outcome.

Hand over the process, while maintaining control of the outcome.

Our Method:

Our Method:

We build the team together, document the process, and run it to numbers you agree to. Experienced people where judgment matters, scalability where volume matters. 

HOW IT WORKS

Managed nearshore operations

Managed nearshore operations

In our BPO delivery model, Proxima takes responsibility for an entire business function: from hiring and training to supervision and day-to-day operations, against agreed service levels (SLAs).

You define the desired outcomes; we manage the operation. A Team Lead or Supervisor works directly with your designated leaders to ensure alignment, accountability, and performance.

A dedicated nearshore team operates your process from documented SOPs, in your time zone, on your systems. Our goal is for you to review performance, not timesheets

A dedicated nearshore team operates your process from documented SOPs, in your time zone, on your systems. Our goal is for you to review performance, not timesheets

As Employer of Record

Recruiting & HR

Payroll & benefits

Compliance

As the Operator

Staffing coverage

Quality assurance

Continuous improvement

You Retain

Define outcomes

Approve SLAs

Review performance

01

You Define the Needs and SLAs

Tell us the process, the volumes, and what success looks like. We align on scope, SLAs, KPIs, and escalation paths before anyone is hired.

02

We Build & Document

We recruit and train the team, document the process into working SOPs, stand up the tooling and reporting, and run a pilot before full volume moves over. Turnover is expected during the first weeks of the new team. We navigate this together.

03

We Run It, You See the Numbers

The team operates under Proxima management with QA, coverage, and reporting built in. You get dashboards and a service review cadence — not a staffing problem.

INDUSTRIES WE SPECIALIZE IN

Where BPO teams deliver the most value 

01

Insurance

02

Finance & Banking

03

Commerce

Insurance

Our Insurance BPO teams include professionals who hold the Certified Insurance Service Representative (CISR) designation.

FNOL Intake

First notice of loss captured accurately and routed fast, across voice, chat, and email.

Underwriting Support

Submission triage, data gathering, clearance, and rating prep so underwriters price, not chase.

Inside Sales

Dedicated agent-facing desk handling general product and system questions, production follow-ups and providing concierge support.

Agency Billing & Servicing

Invoicing, reconciliation, cancellations, reinstatements, and endorsement processing.

Insurance

Our Insurance BPO teams include professionals who hold the Certified Insurance Service Representative (CISR) designation.

FNOL Intake

First notice of loss captured accurately and routed fast, across voice, chat, and email.

Underwriting Support

Submission triage, data gathering, clearance, and rating prep so underwriters price, not chase.

Inside Sales

Dedicated agent-facing desk handling general product and system questions, production follow-ups and providing concierge support.

Agency Billing & Servicing

Invoicing, reconciliation, cancellations, reinstatements, and endorsement processing.

Insurance

Our Insurance BPO teams include professionals who hold the Certified Insurance Service Representative (CISR) designation.

FNOL Intake

First notice of loss captured accurately and routed fast, across voice, chat, and email.

Underwriting Support

Submission triage, data gathering, clearance, and rating prep so underwriters price, not chase.

Inside Sales

Dedicated agent-facing desk handling general product and system questions, production follow-ups and providing concierge support.

Agency Billing & Servicing

Invoicing, reconciliation, cancellations, reinstatements, and endorsement processing.

Finance & Banking

Sales Development

Outbound prospecting and qualification into your CRM, measured on qualified meetings.

Collections

Early and late-stage recovery, compliant scripting, promise-to-pay tracking, and cure rates.

KYC & Onboarding

Identity verification, document review, sanctions and PEP screening, remediation backlogs.

Reconciliation & Back Office

Daily matching, exception handling, and reporting support.

Finance & Banking

Sales Development

Outbound prospecting and qualification into your CRM, measured on qualified meetings.

Collections

Early and late-stage recovery, compliant scripting, promise-to-pay tracking, and cure rates.

KYC & Onboarding

Identity verification, document review, sanctions and PEP screening, remediation backlogs.

Reconciliation & Back Office

Daily matching, exception handling, and reporting support.

Finance & Banking

Sales Development

Outbound prospecting and qualification into your CRM, measured on qualified meetings.

Collections

Early and late-stage recovery, compliant scripting, promise-to-pay tracking, and cure rates.

KYC & Onboarding

Identity verification, document review, sanctions and PEP screening, remediation backlogs.

Reconciliation & Back Office

Daily matching, exception handling, and reporting support.

Commerce

Customer Service

Voice, chat, email, and social coverage across your hours, including peak season.

Order & Fulfillment Operations

Order exceptions, returns, carrier escalations, catalog and pricing upkeep.

Sales Outreach

Outbound and inbound conversion desks tied to revenue targets.

Brand Representation — U.S.

English-first teams representing your brand to U.S. customers and channel partners.

Brand Representation — LATAM

Native Spanish teams covering LATAM markets, distributors, and end customers.

Commerce

Customer Service

Voice, chat, email, and social coverage across your hours, including peak season.

Order & Fulfillment Operations

Order exceptions, returns, carrier escalations, catalog and pricing upkeep.

Sales Outreach

Outbound and inbound conversion desks tied to revenue targets.

Brand Representation — U.S.

English-first teams representing your brand to U.S. customers and channel partners.

Brand Representation — LATAM

Native Spanish teams covering LATAM markets, distributors, and end customers.

Commerce

Customer Service

Voice, chat, email, and social coverage across your hours, including peak season.

Order & Fulfillment Operations

Order exceptions, returns, carrier escalations, catalog and pricing upkeep.

Sales Outreach

Outbound and inbound conversion desks tied to revenue targets.

Brand Representation — U.S.

English-first teams representing your brand to U.S. customers and channel partners.

Brand Representation — LATAM

Native Spanish teams covering LATAM markets, distributors, and end customers.

Your trusted partner for specialized staffing, interaction automation, and digital solutions across banking, insurance, and other complex industries.

SECURE BY DESIGN

U.S. MANAGED

NEARSHORE DELIVERY

2026

© Proxima Solutions | All Rights Reserved

Your trusted partner for specialized staffing, interaction automation, and digital solutions across banking, insurance, and other complex industries.

SECURE BY DESIGN

U.S. MANAGED

NEARSHORE DELIVERY

2026

© Proxima Solutions | All Rights Reserved