Relationship Assistant

Description

Job Summary: We are seeking a Relationship Assistant to work with our partner real estate agencies, ensuring excellence in service delivery, performance monitoring, and strategic support. Key Highlights: 1. Focus on service and relationship-building with real estate partners 2. Opportunity for communicative, organized individuals who excel at building connections 3. People development and appreciation We are specialists in Real Estate Insurance and believe in the power of people and technology to transform experiences. Our values guide everything we do: Integrity as our core principle Appreciation and development of people Continuous innovation Commitment to the customer We are looking for a **Relationship Assistant** to collaborate with our **partner real estate agencies**, ensuring excellence in service delivery, performance monitoring, and strategic support to strengthen business partnerships. If you are communicative, organized, and enjoy building valuable connections, this opportunity is for you! **Responsibilities and Duties** * Respond to inquiries via WhatsApp, email, and phone, prioritizing speed and service quality. * Open and track internal tickets until final resolution. * Monitor outstanding invoices, contact clients, and escalate cases to responsible departments. * Track goals and production history per product (fire, surety, title), proposing corrective actions. * Maintain active relationships with real estate agencies, identifying opportunities for improvement and training needs. * Ensure execution of the relationship calendar (commemorative dates, recognition initiatives). * Conduct proactive and reactive calls for engagement, commercial support, and sales. * Deliver training sessions on processes, products, and insurance coverage. * Monitor the relationship workflow in Salesforce and perform client follow-ups. * Analyze performance using BI tools, flagging risks related to deadlines and quality. * Participate in alignment meetings with leadership, presenting results, insights, and pending items. **Requirements and Qualifications** **Basic Requirements** * Strong verbal and written communication skills * Organizational ability and results orientation * Basic computer literacy (email, Microsoft Office suite, WhatsApp Business) * PowerPoint – for creating professional presentations and visual reports * Excel – for analysis, reporting, and goal tracking * Interpersonal skills (soft skills) – emotional intelligence, personal branding, time management **Desirable** * Prior experience in customer/partner relationship management. * Familiarity with Salesforce and BI tools * Experience in the insurance or real estate industry will be considered a plus/differentiator. **Additional Information** More than benefits, we offer the essential conditions for you to perform your work with excellence and balance: * Flexible Meal/Voucher Card (Visa – CAJU) * Transportation Allowance * Health and Dental Insurance * Life Insurance * Extended Paternity Leave * Gympass * Recognition and Gamification Programs * Company-provided equipment (PPE) * Happy Hour and team integration initiatives We are the real estate insurance brokerage that believes in the power of technology and people. Awarded by Gupy for two consecutive years, Ita is the right choice for those seeking a company that values human development. Join Ita and grow with us!