Account Executive – Insurance

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Bancorbrás

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1983

👥 B2C

B2C • Insurance • Tourism

Bancorbrás is a conglomerate of companies operating in Brazil for over 40 years, specializing in tourism, consortia, and insurance. With a diverse portfolio, Bancorbrás strives to enhance quality of life for its clients by offering travel experiences, facilitating investments, and providing insurance solutions tailored to various needs. The company also emphasizes its commitment to social citizenship through philanthropic activities conducted by the Instituto Bancorbrás.

📋 Description

• Provide consultative service to corporate clients, understanding their needs, operational context and risk profile; • Build and maintain strong relationships to drive client loyalty and perceived value; • Monitor the client journey, offering technical and commercial support throughout the policy lifecycle; • Prepare, present and track quotes and commercial proposals aligned with client requirements; • Lead strategic negotiations with insurers and clients, ensuring competitiveness and profitability; • Conduct visits, meetings, presentations and prospecting activities to identify opportunities for portfolio growth; • Execute and oversee insurance renewals, assessing risks, adjusting coverages and ensuring client retention; • Analyze portfolio performance and recommend product adjustments based on client evolution; • Monitor policy expirations, documentation pending items and proposal responses to ensure operational flow; • Process requests for new policies, endorsements, beneficiary changes, coverage modifications, billing and premiums; • Assist clients with resolution of outstanding issues, delays or policy reinstatements; • Notify insured parties and agents of policy changes, cancellations or contractual adjustments; • Log interactions, proposals, movements and negotiation statuses in systems such as Quiver and CRM; • Update client data, ensuring history, traceability and data quality; • Track commercial indicators and support generation of reports for leadership.

🎯 Requirements

• High school diploma; • Experience in consultative sales and strategic negotiation, including identifying needs, objection handling, solution building and closing deals; • Knowledge of insurance products and lines (Auto, Life, Commercial/Corporate, Health, Liability, among others); • Ability to interpret and analyze policies, coverages, deductibles, clauses, risks and exclusions; • Experience managing a corporate portfolio with focus on retention, expansion and client development; • Knowledge of insurance quoting, underwriting and renewal processes; • Excellent verbal and written communication skills for conducting meetings, commercial presentations and preparing proposals; • Analytical profile for identifying opportunities, analyzing data and assessing risks; • Commercial organization and discipline to manage pipeline, follow‑ups, targets and account prioritization; • Familiarity with brokerage management systems and CRMs, such as Quiver, for recording and tracking proposals and client portfolios.

🏖️ Benefits

• Attendance Allowance: Three days off per year for you to use as you wish; • Education Assistance: 50% coverage for development-related courses, available after 1 year with the company; • Home Office Allowance: a monthly supplement to help with remote work expenses; • Childcare Assistance: additional support for employees with children under 6 years old; • Christmas Basket: a special year-end bonus to celebrate with your family; • Health Insurance: nationwide coverage with co-payment; • Dental Plan: comprehensive coverage for your oral health; • Private Pension Plan: company contributions alongside your own to provide greater financial security; • Life Insurance: protection to give you peace of mind today and tomorrow; • TRIB PASS – Leisure and Travel Platform: discover great experiences more easily. Bancorbrás subsidizes 50% of the monthly fee; • Meal/Food Voucher (Caju Card): granted per day worked and widely accepted. Use it for groceries or daily meals; • Wellhub (Gympass): movement, health and wellbeing! Access to thousands of gyms and activity providers through the platform.