Commercial Analyst

Description

Job Summary: Commercial Analyst to work with partner real estate agencies, ensuring excellence in customer service, performance monitoring, and strategic support. Key Highlights: 1. Focus on building valuable connections and strengthening partner businesses. 2. Opportunity for communicative, organized, and results-oriented individuals. 3. Strategic involvement in real estate insurance leveraging technology. 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 Valuing and developing people Continuous innovation Commitment to customers **We are looking for a** **Commercial Analyst** to work alongside our **partner real estate agencies**, ensuring excellence in customer service, performance monitoring, and strategic support to strengthen their businesses. If you are communicative, organized, and passionate about building valuable connections, this opportunity is for you! **Responsibilities and Duties** * Serve as the primary point of contact and relationship reference for the real estate agency; * Ensure the best possible experience at every stage of their journey; * Ensure partner agencies fully utilize all services offered by the brokerage (Cross Selling \- Verticalization); * Drive production growth among clients in your portfolio (Up Selling); * Analyze available data and information in systems to identify problems and improvement opportunities; * Identify customized needs and escalate them for decision-making; * Negotiate commercial terms; * Support in designing solution scopes for clients and perform system configurations; * Ensure execution of agreed-upon commitments; * Monitor performance to guarantee solution effectiveness; * Conduct monthly meetings to present performance metrics to clients, as well as status updates on key processes for the real estate agency—such as contract volume, pending renewals, profitability, cancellations, payments, and claims; * Deliver sales and system training to real estate agencies when necessary; * Conduct relationship-building visits when required; * Submit monthly reports; * Ensure adherence to the relationship action calendar—including real estate agency anniversaries, partners’ birthdays, recognition events, etc. * Archive documents; * Maintain continuous focus on customers (internal and external), anticipating their needs by prioritizing activities with the greatest business impact; * Comply with formalized company policies and procedures: Code of Conduct, Data Confidentiality and Privacy Policy (LGPD), Health, Safety and Environment Policy, etc.; * Take ownership of individual results, consistently striving to exceed them, and commit to the team’s overall success. * Ensure mutual respect, harmony, and zero tolerance for prejudice among all individuals. **Requirements and Qualifications** * Negotiation skills; * Market orientation; * Emotional intelligence; * Proficiency in Microsoft Office suite; * Experience in consultative sales and contract negotiation; * Knowledge of insurance products and related processes; * Analytical capability (KPIs for sales funnel and revenue); * Experience using Salesforce; * Use of BI tools for generating data and analyzing individual and team performance; * Experience in insurance—sales, administration, and claims handling; * Bachelor’s degree completed or in progress; * Driver’s License: Class B **Additional Information** More than benefits, we offer the essential conditions for you to perform your work with excellence and balance: * Flexible Meal/ Food Allowance (Visa – CAJU card) * Transportation Allowance * Health and Dental Insurance * Life Insurance * Extended Paternity Leave * Gympass * Recognition and Gamification Programs * Company-provided equipment (PPE) * Happy Hours and integration initiatives * Birthday Day Off 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!