Studies and Quotation Analyst I – SME Benefits

🕒 May 26

🏢🏡 São Paulo – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

🗣️🇧🇷🇵🇹 Portuguese Required

Apply Now
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Logo of Alper Seguros

Alper Seguros

WebsiteLinkedIn

1001 - 5000 employees

Founded 2010

🤝 B2B

⚕️ Healthcare Insurance

☁️ SaaS

💰 $27.7M Post-IPO Equity - Alper on 2022-07

B2B • Healthcare Insurance • SaaS

Alper Seguros is one of Brazil’s largest insurance brokerages offering a broad portfolio of corporate and personal insurance products, digital platforms and risk-management services. The company serves a large B2B client base and individual customers with solutions including corporate benefits and health plans, cyber risk, cargo and transportation insurance, agribusiness insurance, auto and personal lines, reinsurance and specialty risk products. Alper also operates digital platforms (Dr. Alper telehealth, VC+Seguro online contracting, AlperAgroTech) and a partner distribution network to streamline sales and administration.

📋 Description

• Analyze the commercial leads database on a daily basis. • Organize, clean and classify leads according to potential and profile. • Distribute leads to consultants according to defined strategic criteria. • Monitor response times and lead utilization rates. • Identify bottlenecks and opportunities in commercial conversion. • Prepare SME health plan quotations with insurers and partner platforms. • Support the commercial team in preparing sales proposals. • Conduct multichannel outbound prospecting (cold calls, emails and professional networks) to generate new business opportunities. • Qualify leads from inbound and outbound sources using the technical criteria defined by the commercial strategy. • Map the main decision-makers and influencers in the client environment, identifying pains and needs before scheduling meetings. • Ensure data governance in the CRM, keeping interaction histories and lead information rigorously up to date. • Execute the handoff process to the sales team, providing detailed context on qualified opportunities. • Monitor performance indicators and funnel metrics to continuously optimize prospecting efficiency. • Provide strategic feedback to Marketing on lead quality and alignment with the Ideal Customer Profile (ICP). • Master sales automation tools and consultative selling techniques to ensure pipeline health and progression. • Collaborate actively with marketing and sales teams to ensure alignment with the company’s growth goals. • Identify buying triggers and overcome initial objections to increase top-of-funnel conversion rates.

🎯 Requirements

• University degree (in progress or completed). • Strong skills with spreadsheets (Excel/Google Sheets) and communication tools (Slack, Zoom, etc.). • Experience in brokerages or insurance companies is desirable. • Knowledge of employee benefits is desirable. • Experience with CRM systems (e.g., HubSpot, Salesforce, Pipedrive). • Familiarity with prospecting automation tools (e.g., Apollo, Outreach, RD Station, Lusha, LinkedIn Sales Navigator). • Basic knowledge of email marketing and automation platforms (e.g., Mailchimp, ActiveCampaign). • Ability to understand the sales funnel and the Ideal Customer Profile (ICP). • Lead qualification techniques (BANT, SPIN Selling, GPCT, among others). • Strong verbal and written communication with clear and empathetic argumentation. • Ability to handle objections and adapt messaging to different interlocutors. • Organization and discipline to manage pipeline and daily targets. • Previous B2B sales experience or experience in a startup/technology environment is desirable. • Familiarity with agile methodologies and sales performance metrics (KPIs).

🏖️ Benefits

• Medical and dental coverage provided through Bradesco Seguros. • Meal or food allowance via a flexible card. • Transportation voucher. • Profit-sharing (PLR). • Total Pass: access to top-tier gyms with exclusive pricing. • Life insurance. • Partnerships with language schools, study-abroad programs, universities and various courses. • Discounts on personal insurance policies for you, your parents, children and spouse. • Childcare assistance and programs that support maternal and baby health. • Company holiday on Insurance Professional Day.

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