Relationship Assistant

Description

Job Summary: Relationship Assistant to work with our partner real estate agencies, ensuring excellence in customer service, performance tracking, and strategic support. Key Highlights: 1. Focus on relationship-building and strategic support for partner real estate agencies. 2. Opportunity for communicative and organized individuals who build valuable connections. 3. Responsibilities include customer service, monitoring, and training. We are specialists in Real Estate Insurance and believe in the power of people and technology to transform experiences. Here, our values guide everything we do: Integrity as our core principle Valuing and developing people Continuous innovation Commitment to our customers We are seeking a **Relationship Assistant** to work alongside our **partner real estate agencies**, ensuring excellence in customer service, performance tracking, and strategic support to strengthen business partnerships. If you are communicative, organized, and enjoy building valuable connections, this opportunity is for you! **Responsibilities and Duties** * Respond to inquiries via WhatsApp, e\-mail, and phone, prioritizing speed and quality of service. * Open and monitor internal tickets until final resolution. * Monitor outstanding invoices, contact clients, and escalate cases to responsible departments. * Track performance goals and production history per product (fire, surety, title), proposing corrective actions. * Maintain active relationships with real estate agencies, identifying opportunities for improvement and training needs. * Ensure execution of the relationship calendar (commemorative dates, recognition initiatives). * Conduct proactive and reactive calls for engagement, commercial support, and sales. * Deliver training on processes, products, and insurance coverage. * Monitor the relationship workflow in Salesforce and perform customer follow\-ups. * Analyze performance using BI tools, flagging risks related to deadlines and quality. * Participate in alignment meetings with leadership, presenting results, insights, and pending items. **Requirements and Qualifications** **Basic Requirements** * Strong verbal and written communication skills * Organization and results orientation * Basic computer knowledge (e\-mail, Microsoft Office suite, WhatsApp Business) * PowerPoint – for creating professional presentations and visual reports * Excel – for analysis, reporting, and goal tracking * Interpersonal skills (soft skills) – emotional intelligence, personal branding, time management **Desirable** * Prior experience in customer/partner relationship management. * Knowledge of Salesforce and BI tools * Experience in the insurance or real estate industry will be considered a plus/differentiator. **Additional Information** More than benefits, we offer the necessary conditions for you to perform your job with excellence and balance: * Flexible Meal/Voucher Card (Visa – CAJU) * Transportation Allowance * Health and Dental Insurance * Life Insurance * Extended Paternity Leave * Gympass * Recognition and Gamification Programs * Company-provided equipment (PPE) * Happy Hour and team integration initiatives We are the real estate insurance brokerage that believes in the power of technology and people. Awarded by Gupy for two consecutive years, Ita is the right choice for those seeking a company that values human development. Join Ita and grow with us!