Design and implement the operating model for the area, defining segmentation, prioritization criteria, and the cadence 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 across all stages of the broker's journey.
Define and monitor area KPIs: quote conversion rate, productivity per broker, broker NPS, portfolio churn, and average ticket size.
Establish performance analysis and reporting routines for Executive Leadership, with clear, measurable action plans.
Collaborate with Product, IT, and Marketing to continuously evolve the platform and the value proposition for the digital broker.
Continuously map and evaluate emerging technologies for strategic incorporation into operations.

Knowledge of the insurance market and the commercial journey via brokers; understands the distribution model, sales cycle, and segment-specific nuances.
Experience with CRM tools, workflow automation, and AI applied to sales or customer service (able to evaluate, procure, and manage technology solutions).
Strong analytical mindset: builds KPIs, monitors conversion funnels, and makes data-driven decisions.
Proactive and autonomous profile: comfortable building operations from scratch, with an owner mindset and a strong commercial drive.

Growth Specialist

Key skills