Commercial Analyst

Description

Job Summary: We are seeking a Commercial Analyst to work with partner real estate agencies, focusing on excellence in customer service, performance tracking, and strategic support. Key Highlights: 1. Primary point of contact for partner real estate agencies 2. Focus on boosting production and data analysis for continuous improvement 3. Growth within an award-winning real estate insurance brokerage 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 looking for a** **Commercial Analyst** to work closely with our **partner real estate agencies**, ensuring excellence in service, performance tracking, and strategic support to strengthen business relationships. If you are communicative, organized, and enjoy 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 that real estate agencies in your portfolio 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 issues and opportunities for improvement; * Identify customized needs and escalate them for decision-making; * Negotiate commercial terms; * Support solution scoping 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 key process statuses relevant to 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 required; * Conduct relationship-building visits when necessary; * Submit monthly reports; * Ensure adherence to the relationship action calendar — including the real estate agency’s special dates, partners’ birthdays, recognitions, etc. * Archive documents; * Maintain constant focus on customer orientation (both internal and external), anticipating their needs by prioritizing activities with the greatest impact on business results; * 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 deliverables, continuously striving to exceed targets and committing to the team’s overall success. * Ensure mutual respect among all individuals, harmony, and zero tolerance for prejudice. **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 ability (KPIs for sales funnel and revenue); * Experience using Salesforce; * Use of BI tools for data generation and individual/team performance analysis; * Experience in insurance, sales, administration, and claims handling; * Completed or ongoing undergraduate degree; * Driver's License: Category B **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 Voucher * Health and Dental Insurance * Life Insurance * Extended Paternity Leave * Gympass * Recognition and Gamification Programs * Company-provided equipment (PPE) * Happy Hour 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!