Description
Job Summary:
The Insurance Technical Assistant is responsible for calculating, analyzing, and formalizing insurance contracts across various modalities, overseeing the entire process from client request to issuance of operational reports.
Key Highlights:
1. Analyze and formalize insurance contracts for various modalities
2. Monitor the acceptance process and resolve pending items
3. Manage operational insurance reports
**Description and Responsibilities:**
**Working Hours:** Monday to Friday, from 8 a.m. to 6 p.m.
**Experience Level:** Professional
**Employment Type:** Permanent – CLT
POSITION TO BE FILLED: INSURANCE TECHNICAL ASSISTANT
* Perform calculations using insurers' dedicated systems, analyzing the best prices and conditions to advise clients on optimal options.
* Receive client requests for insurance coverage across various modalities (Life, Auto/RE), strictly following all steps involved in the process.
* Take appropriate technical and operational measures to formalize insurance contracts, ensuring business security for both parties.
* Verify that the policyholder has received the insurance calculations, confirm accuracy of all data, and proceed with relevant recordkeeping.
* Monitor the entire process of proposal acceptance or rejection, resolving any pending items raised.
* Monitor the generation of operational reports (policies due for renewal, not renewed, and canceled) via the insurance management system.
**Requirements:**
* Completed or ongoing undergraduate degree.
* Experience with insurance calculations.
* Availability to work remotely.
* MANDATORY RESIDENCE IN THE METROPOLITAN REGION OF BELO HORIZONTE - MG
**Benefits:**
Medical assistance, Meal allowance, Food voucher