RETAIL RELATIONSHIP ASSISTANT

Description

Job Summary: We are seeking a proactive professional to provide customer service (individual customers) for our retail team, clarifying questions and offering support regarding insurance products, with an emphasis on customer experience and new business development. Key Highlights: 1. In-person and digital customer service (individual customers) 2. Focus on delivering a comprehensive experience and developing new business 3. Continuous professional growth and KPI development We seek professionals who engage deeply, act proactively, and show interest in every detail of our projects—and above all, who wish to grow and give their best every day. Our improvement is constant, and we know we will go far because we believe in everything that drives progress. And you? Do you want to go further with us? Learn about our clients, explore our content, and discover whether you are the right person to join \#WeAreMDS. We seek a professional to join our retail team as the primary point of contact for our customers, clarifying questions and providing support related to their purchased insurance policies. **Responsibilities and Duties** * Provide customer service (individual customers) at partner locations via in-person, telephone, and digital tools, ensuring all customers receive timely and accurate assistance according to their needs. * Deliver a more comprehensive customer experience by presenting the company’s solutions to explore the customer’s potential for new business development. * Support promotional activities through in-person participation in events and/or external initiatives (occasional travel), thereby strengthening the brand and generating improved sales results. * Ensure accurate registration of data and information related to performed activities using spreadsheets and/or computerized systems, enabling organized, reliable data for consultation and supporting other departments’ activities. * Conduct in-person service at MDS service points in accordance with established service standards, applying an assertive approach that demonstrates confidence, decisiveness, and firmness in actions and words to fully convey understanding of the issue and deliver the most appropriate resolution. * Stay updated on all product and service changes by attending team meetings, ensuring accurate information is provided to customers and users. * Perform other related and inherent professional duties as required by departmental needs and demands, through training, professional qualification, and guidance from immediate supervisors, ensuring continuous professional development. * Actively contribute to the development of performance indicators (KPIs), objectives and key results (OKRs), and new company projects. **Requirements and Qualifications** * Currently pursuing a bachelor’s degree in Administration, Finance, and/or Insurance * Basic knowledge of Microsoft Office suite * Preferred: Experience with individual insurance products * Customer-focused mindset, professionalism, collaboration, innovation, assertive communication, and organizational skills. **Additional Information** * Health and Dental Plan * Life Insurance * Meal and/or Food Allowance * Transportation Allowance * Profit Sharing Program (PLR) * Wellhub * Wellz * Day Off * Apoio Pass for you and your dependents * Discounts on personal insurance purchases, including auto, life, home, travel, and others. **Here, you define the pace of your growth and the scale of your achievements.** MDS is one of the leading insurance brokerage firms in Brazil, specializing in insurance, reinsurance, benefits management, and risk consulting. We are part of the MDS Group: a market-leading company in Portugal and among the largest in Brazil, with operations also in Angola, Mozambique, and Spain. Globally, we operate through Brokerslink, a company founded by the MDS Group and responsible for a network of brokers present in 130 countries, employing 25\.000 insurance professionals. In Brazil, we manage a portfolio of issued premiums totaling BRL 9 billion. We have over 800 employees distributed across thirteen offices in seven states: São Paulo, Rio de Janeiro, Paraná, Minas Gerais, Santa Catarina, Bahia, and Rio Grande do Sul. We also operate in reinsurance in Brazil, Portugal, and Africa under the brand MDS Reinsurance Solutions—a reference company in risk analysis, loss control, business continuity planning, and Enterprise Risk Management. OUR AMBITION IS TO PROTECT YOUR WORLD! AND YOURS? Review our privacy policy at: Privacy Notice for Candidates