Design and implement the operating model for the area, defining segmentation, prioritization criteria, and the pace of service for brokers.
Structure the end-to-end service journey, balancing maximum automation with preservation of the human relationship with brokers.
Identify, evaluate, and implement automation, CRM, and AI tools applied to the commercial journey (quoting, follow-up, onboarding, and relationship management).
Act as the bridge between commercial needs and technological solutions, including generative AI, automated agents, and workflow orchestration platforms.
Define and monitor area KPIs: quote-to-issuance conversion, productivity per broker, NPS, portfolio churn, and average ticket.
Establish performance analysis and reporting routines for the Executive Board, with objective and measurable action plans.
Analyze the digital conversion funnel, from quote to issuance, identifying bottlenecks and proposing data-driven interventions.
Manage, develop, and engage the digital sales team, building a high-performance, results-oriented culture.
Collaborate with Product, IT, and Marketing to continuously evolve the platform and the value proposition for the digital broker.
Monitor insurtech and digital insurance distribution market benchmarks, bringing external references to accelerate the area's maturity.
Requirements
Proven experience managing digital customer service and sales teams, with experience in high-velocity, results-driven environments.
Knowledge of the insurance market and the commercial journey through brokers, understanding the distribution model, sales cycle, and segment-specific nuances.
Experience with CRM tools, workflow automation, and AI applied to sales or customer service.
Strong analytical mindset: building KPIs, monitoring conversion funnels, and making data-driven decisions.