Job Summary: A post-sales professional responsible for the financial management of an insurance brokerage, including direct client contact, pending issue analysis, and administrative tasks. Key Highlights: 1. Direct customer service and relationship management 2. Financial analysis and process monitoring 3. Continuous product updates and conflict resolution **Post-sales support in the brokerage's financial management.** * Conduct direct client contact via email, WhatsApp, and telephone * Verify documents and requirements against each insured party's policy * Stay updated on product changes to provide clarifications to insured parties * Mediate conflicts arising during client problem-resolution processes * Analyze and notify clients of pending installments * Send policies and invoices to insured parties * Perform administrative tasks * Monitor queues of ongoing processes
João Silva
Indeed · HR
João Silva
Indeed · HR
