Account Executive – Insurance

This is a fully remote position, open to applicants in Brazil.

📋 Description

• Deliver consultative services to corporate clients by comprehending their needs, operational context, and risk profile;

• Cultivate and sustain robust relationships to enhance client loyalty and perceived value;

• Oversee the client journey, providing technical and commercial support throughout the policy lifecycle;

• Prepare, present, and monitor quotes and commercial proposals tailored to client specifications;

• Lead strategic negotiations with insurers and clients, ensuring both competitiveness and profitability;

• Conduct visits, meetings, presentations, and prospecting activities to uncover opportunities for portfolio expansion;

• Implement and manage insurance renewals, evaluating risks, modifying coverages, and ensuring client retention;

• Analyze portfolio performance and suggest product modifications based on client development;

• Monitor policy expirations, outstanding documentation, and proposal responses to maintain operational efficiency;

• Process requests for new policies, endorsements, beneficiary modifications, coverage changes, billing, and premiums;

• Assist clients in resolving outstanding issues, delays, or policy reinstatements;

• Inform insured parties and agents about policy modifications, cancellations, or contractual changes;

• Record interactions, proposals, transactions, and negotiation statuses in systems like Quiver and CRM;

• Update client information to ensure historical accuracy, traceability, and data integrity;

• Monitor commercial indicators and aid in generating reports for leadership.

⛳️ Requirements

• High school diploma;

• Experience in consultative sales and strategic negotiations, including needs identification, objection handling, solution formulation, and closing deals;

• Familiarity with insurance products and lines (Auto, Life, Commercial/Corporate, Health, Liability, among others);

• Ability to interpret and analyze policies, coverages, deductibles, clauses, risks, and exclusions;

• Experience managing a corporate portfolio with an emphasis on retention, growth, and client development;

• Knowledge of insurance quoting, underwriting, and renewal procedures;

• Exceptional verbal and written communication skills for conducting meetings, commercial presentations, and proposal preparation;

• Analytical mindset for identifying opportunities, analyzing data, and evaluating risks;

• Commercial organization and discipline to manage pipelines, follow-ups, targets, and account prioritization;

• Familiarity with brokerage management systems and CRMs, such as Quiver, for tracking proposals and client portfolios.

🏝️ Benefits

• Attendance Allowance: Three days off per year for your personal use;

• Education Assistance: 50% coverage for job-related courses, available after one year with the company;

• Home Office Allowance: a monthly supplement to assist with remote work expenses;

• Childcare Assistance: additional support for employees with children under 6 years old;

• Christmas Basket: a special year-end bonus to celebrate with your family;

• Health Insurance: nationwide coverage with co-payment;

• Dental Plan: comprehensive coverage for your oral health needs;

• Private Pension Plan: company contributions alongside your own to enhance financial security;

• Life Insurance: protection to provide peace of mind today and in the future;

• TRIB PASS – Leisure and Travel Platform: easily discover great experiences. Bancorbrás subsidizes 50% of the monthly fee;

• Meal/Food Voucher (Caju Card): provided for each day worked and widely accepted. Use it for groceries or daily meals;

• Wellhub (Gympass): movement, health, and wellbeing! Access to thousands of gyms and activity providers through the platform.