Key skills
CommunicationRemote Work
About this role
Role Overview
- Register and update proposals, policies, and endorsements in the system;
- Track and process incoming proposals, ensuring proper routing;
- Update status and maintain organized, reliable records;
- Assist in following up on outstanding issues with insurers and policyholders;
- Monitor service interactions carried out through the system;
- Verify commission statements and receipts for financial control;
- Assist with controlling operational routines and completing spreadsheets;
- Review reports and flag any potential inconsistencies;
- Send formal communications related to departmental processes;
- Monitor documentation outstanding with salespeople and partners;
- Respond to simple inquiries and forward requests when necessary;
- Notify partners about updates, cancellations, or reinstatements.
Requirements
- High school diploma;
- Proficiency with Microsoft Office (Excel, Word, and Outlook);
- Knowledge of insurance products (types, coverage periods, premiums, policies, and endorsements);
- Experience or familiarity with Quiver and RD Station systems;
- Ability to organize and prioritize tasks according to deadlines;
- Good written communication skills for drafting emails and formal records;
- Strong interpersonal skills and ability to work effectively in a team.
Benefits
- 🌴 Attendance Allowance: Three days off per year to use as you wish;
- 📚 Education Assistance: Real support for your growth! 50% coverage for development courses, available after 1 year with the company;
- 🏡 Home Office Allowance: A monthly stipend to help with remote work expenses;
- 🧸 Childcare Assistance: Additional support for children up to under 6 years old;
- 🧑🏼🎄 Holiday Bonus (Christmas Hamper): A special year-end bonus to celebrate with your family;
- 🩺 Health Insurance: National coverage with copayment;
- 🦷 Dental Plan: Comprehensive dental coverage to care for your oral health;
- 🏦 Private Pension: Company contributions alongside yours to help secure your financial future;
- 🔒 Life Insurance: Peace of mind today and tomorrow—protection for added security;
- ✈️ TRIB PASS – Leisure and Tourism Platform: Discover amazing experiences with ease. Bancorbrás subsidizes 50% of the monthly fee;
- 💳 Meal/Food Allowance (Caju Card): Issued per work day and widely accepted. You choose how to use it for groceries or daily meals;
- 🏋🏽 Wellhub (Gympass): Movement, health, and well-being! Access to thousands of gyms through a comprehensive fitness platform.