




Description: * Completed higher education; * Prior experience in insurance brokerages, investment advisory firms, or financial institutions; * Experience with commercial and operational routines, preferably in the insurance segment or financial market; * Intermediate Microsoft Office proficiency; * Salesforce experience desirable; * Ability to work with metrics, controls, and commercial information management. * Monitoring and tracking of commercial initiatives, campaigns, performance metrics, and departmental results; * Leading and monitoring operational processes with insurers and with operations and finance departments; * Pipeline production follow-up with the commercial team; * Assignment and management of advisors assigned to insurance specialists; * Preparation of managerial presentations for leadership; * Budget and expense control for the department; * Acting as the central point of contact between internal departments, the commercial team, and insurers; * Monitoring and guiding cases related to revenue errors, commissions, and reports; * Monitoring and tracking of policy renewals and cancellation cases; * Scheduling and organizing departmental agendas, meetings, and events; * Preparing meeting minutes and disseminating commercial rankings. 2512210202551931717


