Sales Support Assistant – Temporary

Job not on LinkedIn

🔥 0 minutes ago

🇧🇷 Brazil – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 10%

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🗣️🇧🇷🇵🇹 Portuguese Required

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Logo of Bancorbrás

Bancorbrás

501 - 1000 employees

Founded 1983

✈️ Travel

🛡️ Insurance

Travel • 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

• Validate the registration of proposals, policies, and endorsements in the system, ensuring complete and consistent records • Check discrepancies between Quiver and insurer reports, making corrections or contacting partners as needed • Generate standardized evidence and records for audits and management requests • Follow up on outstanding items with insurers and ensure prompt resolution • Monitor customer service interactions in the Quiver Zap system – inbound and outbound • Validate the distribution and import of renewals • Review production and commission reports for month-end closing • Support accounting and financial closing activities by completing checks and updates within the required deadlines • Assess department KPIs and propose adjustments to operational workflows • Prepare spreadsheets and reports to support management and decision-making • Contribute to the review and improvement of internal processes • Support testing of new workflows, systems, and configurations • Support leadership in monitoring the team’s deliverables • Prepare and formalize follow-up actions with insurers, sales representatives, and internal departments • Respond to inquiries from policyholders and partners, providing technical and operational support • Notify agents of changes to policies, cancellations, and reinstatements

🎯 Requirements

• High school diploma • Microsoft Office, with intermediate Excel proficiency for preparing and analyzing spreadsheets, reports, and controls • Knowledge of insurance products, including lines of business, technical terms, policy periods, premiums, policies, and endorsements • Knowledge of the Quiver and RD Station systems for analysis, validation, reconciliation, and monitoring the sales workflow • Strong organizational and prioritization skills, with the ability to manage multiple demands simultaneously and meet deadlines • Strong writing and written communication skills for preparing emails, formal correspondence, reports, and records • Strong interpersonal skills for interacting with insurers, sales representatives, internal departments, and the team, maintaining a collaborative approach and a solution-oriented mindset

🏖️ Benefits

• Attendance Bonus: Three paid days off per year • Education Assistance: 50% reimbursement for development-related courses, available after one year with the company • Home Office Allowance: Monthly additional payment to help cover remote-work expenses • Childcare Assistance for children under 6 years of age • Christmas Basket: Special year-end bonus • Health Insurance with nationwide coverage and copayments • Dental Insurance • Private Pension Plan with company contributions • Life Insurance • TRIB PASS – Leisure and Tourism Platform: Company subsidizes 50% of the monthly fee • Meal/Food Allowance (Caju Card), provided for each day worked • Wellhub (Gympass), with access to thousands of gyms

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