Insurance Technical Assistant

Description

Job Summary: Customer request handling and management, installment collections, and client database maintenance at an insurance brokerage. Key Highlights: 1. Experience in issuing policies at insurance brokerages or insurance companies 2. Excellent verbal and written communication skills 3. Collaboration in performance evaluation and process improvement INSURANCE TECHNICAL ASSISTANT We are seeking an \*Insurance Technical Assistant\* to join the team of a renowned insurance brokerage located in the downtown area of Florianópolis/SC. \*Main Responsibilities:\* * Read and respond to emails. * Update and maintain accurate and organized client registration information. * Address customer requests, such as sending payment slips, contributing to reduced insurance cancellation rates. * Collect overdue installments, especially from public agencies, ensuring payment regularization. * Develop negotiation strategies and clarify customer inquiries. * Request documents from clients when necessary, such as no-claim certificates, cancellation letters, and registration data updates. * Conduct collections based on delinquency reports by accessing insurer websites and the Quiver system, generating payment slips and sending them to customers via email and WhatsApp. * Actively participate in meetings, contributing suggestions for internal process improvements. * Collaborate with management on performance evaluations to support continuous improvement. * Follow established operational procedures and conduct monthly process audits with teams to ensure operational quality and efficiency. \*Requirements:\* * Prior experience in policy issuance at insurance brokerages or insurance companies. * Excellent verbal and written communication skills, emphasizing clarity and professionalism. * Completed or ongoing undergraduate degree in Commercial Management or related fields is considered a plus. \*Compensation and Benefits:\* * Salary: R$ 2\.030,00 * Transportation Allowance or fuel reimbursement. * Meal Allowance: R$ 41.30 per day (Swile card). * Life insurance. * Residential insurance. * Unimed health plan covering 50%. * Metlife dental plan (optional). * Partnerships with SESC and educational institutions offering exclusive discounts. **Working Hours:** * Monday to Friday, from 8:00 AM to 5:30 PM. Minimum Education: High School Diploma (Secondary Education)