Executivo de Contas – Seguro

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

📋 Description

• Provide consultative assistance to corporate clients, understanding their needs, operational context, and risk profile;

• Build strong relationships, fostering loyalty and value perception;

• Monitor the customer journey, offering technical and commercial support throughout the policy cycle;

• Prepare, present, and track quotes and commercial proposals aligned with client needs;

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

• Perform visits, meetings, presentations, and prospecting actions, identifying opportunities for portfolio expansion;

• Manage and track insurance renewals, assessing risks, adjusting coverage, and ensuring retention;

• Analyze portfolio performance, suggesting product adjustments according to client evolution;

• Monitor expiration dates, documentation pending, and proposal feedback, ensuring operational fluidity;

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

• Assist clients in resolving pending issues, delays, or reinstatement of policies;

• Notify insured parties and agents about policy changes, cancellations, or contractual adjustments;

• Record interactions, proposals, movements, and negotiation statuses in systems such as Quiver and CRM;

• Update client data to ensure history, traceability, and information quality;

• Track commercial indicators and support the generation of reports for leadership.

⛳️ Requirements

• High School Diploma;

• Experience in consultative sales and strategic negotiation, focusing on need identification, objection management, solution building, and closing deals;

• Knowledge of insurance products and sectors (Auto, Life, Business, Health, Liability, among others);

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

• Experience in managing a corporate portfolio, focusing on retention, expansion, and client development;

• Understanding of the quoting, underwriting, and renewal processes for insurance;

• Excellent oral and written communication skills for conducting meetings, commercial presentations, and proposal preparation;

• Analytical profile for identifying opportunities, data analysis, and risk assessment;

• Organizational and commercial discipline for managing pipeline, follow-up, targets, and account prioritization;

• Familiarity with brokerage management systems and CRM, such as Quiver, for proposal and client portfolio tracking.

🏝️ Benefits

• Attendance Bonus: Three days off per year for you to enjoy as you wish;

• Education Assistance: Real encouragement for your growth! 50% coverage for courses aimed at your development, available after one year with the company;

• Home Office Support: An additional monthly amount to help with remote work costs;

• Childcare Assistance: Additional support for those with children up to 6 years old;

• Christmas Basket: At the end of the year, receive a special bonus to celebrate with your family;

• Health Plan: National coverage with co-participation;

• Dental Plan: Smile without worry! Comprehensive plan for your oral health care;

• Private Pension: The company contributes alongside you to ensure greater financial security;

• Life Insurance: Peace of mind for today and tomorrow. Protection for you to live more lightly and securely;

• TRIB PASS – Leisure and Tourism Platform: Discover incredible experiences more easily. Bancorbrás subsidizes 50% of the monthly fee, and you enjoy the rest;

• Food/Meal Voucher (Caju Card): Granted for each working day with broad acceptance. You choose how to use it: for shopping or daily meals;

• Wellhub (Gympass): Movement, health, and well-being! Access to thousands of gyms through the most comprehensive physical activity platform.