Insurance Sales Assistant

Description

Job Summary: Customer service and commercial support professional responsible for insurance calculations, proposal regularization, and delinquency follow-up. Key Highlights: 1. Commercial support and insured customer service 2. Insurance calculation, proposal regularization and administration 3. Delinquency and cancellation follow-up **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8:00 AM to 5:30 PM\. **Level:** Professional **Employment Type:** Permanent – CLT **All our positions are inclusive for persons with disabilities (PcD)** * Provide commercial support to help achieve the company's sales objectives. * Serve insured customers by assessing their service needs. * Perform calculations for new insurance policies, endorsements, and renewals. * Resolve pending issues related to proposals. * Administer rejected proposals in coordination with the insured. * Schedule inspections. * Schedule tracker installation. * Send the first installment bill to customers. * Send policy kits and invoices to customers. * Register proposals via internal system. * Manage updates to the customer database. * Monitor delinquency and cancellation with the insured. **Requirements:** **Technical Skills:** Bachelor’s degree completed or in progress; basic Microsoft Office proficiency. **Behavioral Skills:** Punctuality, commitment, clear verbal communication, focus, and organization. **Benefits:** Medical assistance, dental assistance, education allowance, corporate mobile phone, parking, details provided during interview, life insurance, meal allowance, transportation allowance