Customer Service Agent

Description

Job Summary: Responsible for prospecting, serving, and retaining members by providing financial consulting and customized solutions, managing and expanding the portfolio to achieve targets. Key Highlights: 1. Personalized service and financial consulting for members. 2. Strategic management and expansion of the customer portfolio. 3. Focus on relationship building, member retention, and goal achievement. **Description and Responsibilities:** **Schedule:** 8 hours/day **Level:** Professional **Employment Type:** Permanent – CLT Responsible for prospecting, serving, and retaining members, with emphasis on delivering personalized service and financial consulting during the sale of the Cooperative’s products, services, and benefits. Strategically manages and expands the portfolio—including renewals and ongoing follow-up—to understand customer needs and offer customized solutions. Conducts both internal and external service activities, focusing on strengthening relationships, member retention, and achieving targets, in compliance with internal guidelines and policies. **Requirements:** * Serving cooperative members with focus on quality, empathy, and efficiency. * Interpersonal profile: extroverted and open to new experiences and interactions. * Clear, objective, and assertive communication skills that foster relationship building and retention. * Ability to monitor and analyze performance indicators to support continuous process and outcome improvement. * Preferred: CPA\-10 certification or undergraduate degree / currently pursuing a bachelor’s degree (any field). * Must reside in the city where the position is located or within a 30 km radius. **Benefits:** Seniority Bonus, Childcare Assistance, Pharmacy Assistance, Coop Club \- Diverse Benefits (Internal), Gympass, Financial Certification Incentives, Education Incentives, Health Plan \- Unimed, Dental Plan, Private Pension, Life Insurance, Meal Voucher, Transportation Voucher