Key skills
Collaboration
About this role
Role Overview
- Prepare quotes and proposals using internal systems and insurer platforms to ensure the correct issuance of new insurance policies.
- Manage policy renewal processes by reviewing policy terms and contractual conditions to ensure portfolio retention and prevent coverage gaps.
- Handle policy endorsements and contractual changes by analyzing and processing requests to add, remove, or modify data, ensuring records accurately reflect agreed terms between the insured and the insurer.
- Verify clauses, coverages, and general conditions by reviewing documents and regulatory requirements to ensure compliance with legal and internal standards.
- Calculate premiums using risk parameters and insurer rate tables to properly price policies and reduce inconsistencies.
- Monitor policy terms and deadlines using internal controls and reports to anticipate renewals and avoid process failures.
- Provide support to clients and internal teams through clear and precise guidance to resolve doubts and strengthen relationships.
- Maintain updated records and controls in internal systems to ensure the integrity of operational information.
- Perform other related duties inherent to the role as required by the area’s needs or demand, including receiving training, professional qualification, and guidance from the immediate supervisor to ensure continuous professional development.
Requirements
- Bachelor’s degree in Business Administration or related fields.
- Proficiency in Microsoft Office.
- Experience in non-life (property & casualty) insurance lines, including new policies, renewals, policy contracts, and endorsements.
- Customer focus, collaboration, creativity, and professionalism.
Benefits
- Health and Dental Insurance
- Life Insurance
- Meal and/or Food Allowance
- Transport Voucher
- Profit Sharing (PLR)
- Wellz
- Wellhub
- Day off
- Apoio Pass for you and your dependents
- Discounts on personal insurance purchases such as auto, life, homeowners, travel, and others.