Administrative and Commercial Assistant

Description

Job Summary: A professional responsible for preparing and monitoring insurance proposals, managing policies, and providing customer service, offering administrative and commercial support. Key Highlights: 1. Customer service and support for clarifying questions and handling requests 2. Management and organization of insurance documents and information 3. Commercial and administrative support across multiple areas **Main Duties and Responsibilities:** * Preparation of quotations and proposals in insurers' systems (e.g., SulAmérica, Amil, Unimed, Porto, among others); * Sending and tracking proposals until closure (new enrollments, renewals, and upgrades); * Monitoring deadlines, validity periods, and policy/plan renewals; * Customer service to clarify questions regarding coverage, pricing, adjustments, and required documentation; * Support for commercial campaigns, including follow-ups, phone calls, email and message dispatches; * Generation of production and commission reports for goal monitoring; * Management and organization of documents (proposals, policies, invoices, payment receipts); * Basic financial entries, including commission tracking, disbursements, and accounts payable; * Organization of physical and digital files (Google Drive, spreadsheets, and internal systems); * Issuance of invoices and monitoring of corresponding payments; * Updating customer and insurer registration records; * Managing correspondence, schedules, and calendars (renewals, meetings, and events); * Customer service via phone, WhatsApp, and email for inquiries, claims, and various requests; * Administrative support, such as reimbursements, adding or removing dependents; * Claims and authorization follow-up with insurers; * Dispatch of periodic communications (invoices, adjustment notices, and expiration alerts). **What We Expect from This Professional?** A committed professional with an organized profile and attention to detail. Strong communication skills—both written and verbal—and ability to interact effectively with diverse audiences. Proficiency in Microsoft Office tools (Excel and Word) and familiarity with major insurers’ systems. General knowledge of insurance products (life, health, auto, property, and others). Proactive, agile, and accustomed to multitasking while seeking practical and efficient solutions. Minimum Education: Bachelor’s Degree Willingness to travel * Meal Allowance: BRL 38.00 per day * Life Insurance * Health Insurance * Transportation Benefit