Technical Assistant

Description

Job Summary: Work as a Technical Insurance Assistant, responsible for issuing quotations, assisting clients and insurance companies, and monitoring processes at a renowned insurance brokerage. Key Highlights: 1. Join the team of a renowned insurance brokerage. 2. Assist internal sales representatives, independent agents, and insurance companies. 3. Participate in training sessions and performance evaluations. We are seeking a Technical Insurance Assistant to join the team of a renowned insurance brokerage located in the city center of Florianópolis, SC. **Main Responsibilities:** * Issue insurance quotations according to the contracted coverage and register them in the management system. * Read, reply to, and forward emails related to departmental activities. * Assist internal sales representatives, independent agents, and insurance companies. * Receive, transmit, and send insurance quotations according to the specific Standard Operating Procedure (SOP) per insurance line. * Monitor quotation pending items with insurance companies. * Register and automate quotations in the system and physical files. * Monitor the issuance, receipt, and registration/automation of insurance policies. * Send quotations, payment slips, insurance policies, and documents to insured parties via email and WhatsApp. * Monitor the clearance of the first installment with Excelsior insurance company. * Verify data in agency reporting reports. * Process bank debit instructions and issue/register payment slips. * Monitor insurance-related requests via the Workflow system. * Process life insurance renewals in the management system. * Correct items in insurance companies’ commission rejection reports. * Follow operational procedures and review improvements with the manager. * Attend training sessions on products and benefits. * Participate in performance evaluations with the manager. **Requirements:** * Experience in quotation issuance within insurance brokerages and insurance companies. * Excellent verbal and written communication skills. * Proactivity and ability to work independently. * Knowledge of CRM tools is a plus. * Completed or ongoing undergraduate degree in Commercial Management or related fields is a plus. **Compensation and Benefits:** * Salary: R$1\.935,00 * Transportation Benefit or fuel allowance * Meal Allowance: R$39.50 per day (Swile card) * Life insurance * Home insurance * Unimed Health Plan (50% covered) * MetLife Dental Plan (optional) * SESC and educational institution agreements with discounts. **Working Hours:** * Monday to Friday, from 8:00 AM to 12:00 PM and from 1:30 PM to 5:30 PM\. **Minimum Education Level:** Bachelor's Degree