Act as the primary contact point for the company's Premium portfolio clients, ensuring a close, consultative, and strategic relationship focused on retention, customer satisfaction, and generation of new business opportunities. Key Responsibilities Serve as the main liaison between the brokerage firm and Premium portfolio clients, managing requests and ensuring excellence in service delivery. Adopt a consultative approach by analyzing clients' existing insurance policies, identifying opportunities for improvement, coverage adjustments, and alignment with business needs. Support problem resolution by receiving client requests and facilitating proper communication with responsible internal departments, tracking execution through to completion. Strengthen client relationships by fostering closeness, trust, and a long-term partnership perspective. Contribute to portfolio retention by reducing cancellations and renewal losses. Identify and encourage referrals of new potential clients through interactions with the Premium portfolio. Collaborate closely with internal departments (e.g., sales, operations, claims, renewals, etc.) to ensure process efficiency and service quality. Expected Competencies Relational and consultative profile Clear and empathetic communication Organization and follow-up of requests Strategic vision of client relationship management Knowledge of insurance and brokerage products
João Silva
Indeed · HR
João Silva
Indeed · HR
