Job Summary: Post-sales support in the broker's financial management, involving direct customer contact, document verification, conflict resolution, as well as administrative tasks and process monitoring. Key Highlights: 1. Contact customers directly and verify documents 2. Stay updated on products to provide clarifications 3. Mediate conflicts and analyze outstanding installments **Post-sales support in the broker's financial management.** * Contact customers directly via email, WhatsApp, and telephone * Verify documents and requests against each insured's policy * Stay updated on product updates to provide any necessary clarification to the insured. * Mediate conflicts arising during customer negotiations to resolve issues * Analyze and notify customers of outstanding installments * Send policies and payment slips to insured parties * Administrative tasks * Monitor queues of ongoing processes
João Silva
Indeed · HR
João Silva
Indeed · HR
