Junior Relationship Analyst – Insurance, Claims and Assistance Services

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

📋 Description

• Deliver exceptional service to members via phone and digital channels, ensuring a welcoming, clear, and effective experience, particularly in high-risk, urgent, or vulnerable situations.

• Manage and follow through on assistance services from inception to completion, coordinating with insurers and service providers as needed.

• Initiate and track claims for various products such as auto, home, commercial, and life insurance.

• Instruct members on initial procedures, necessary documentation, deadlines, coverage details, exclusions, deductibles, and other phases of claims and assistance processes.

• Keep members updated on the status of their requests.

• Assist the service team with matters related to insurance, claims, and assistance.

• Respond to inquiries regarding policy issuance, renewals, changes, and cancellations, directing requests to the appropriate departments when necessary.

• Accurately record and maintain service information in relevant systems, ensuring organization and traceability.

• Handle multiple requests simultaneously based on urgency and their impact on the member.

• Identify and communicate opportunities for improvement, operational failures, system inconsistencies, and recurring issues.

⛳️ Requirements

• Completed or ongoing higher education in Business Administration, Insurance Management, Management Processes, or related disciplines.

• Background in customer service with experience in insurance claims and assistance processes.

• Familiarity with insurance products and their primary coverages, particularly in auto, home, commercial, and life insurance.

• Experience in initiating, tracking, or providing guidance on claims processes.

• Knowledge of initiating and following up on assistance services such as towing, locksmith services, emergency services, and other policy-covered assistance services.

• Familiarity with insurer systems, claims tracking platforms, or insurance management software.

• Proficient in Microsoft Office.

• Excellent verbal and written communication skills, with a strong sense of urgency, organization, and attention to detail.

• Willingness to work a 5-on/2-off schedule and remotely.

• Alignment with Unicred’s culture and values.

• Preferred: experience in insurance brokerages, insurers, credit unions, assistance centers, or operations focused on claims.

• Preferred: understanding of various lines of insurance.

• Preferred: experience with omnichannel customer service, particularly via phone, chat, and WhatsApp.

• Preferred: knowledge of customer service, quality, and turnaround-time metrics.

• Preferred: experience in managing complaints and complex situations.

• Preferred: understanding of brokerage management systems and insurer platforms.

🏝️ Benefits

• Meal and food allowance: financial support for purchasing meals and groceries.

• Home office and hybrid work allowance: monthly stipend for employees working from home or in a hybrid setup.

• Childcare or nanny reimbursement: monthly reimbursement for childcare center, preschool, or nanny expenses.

• Mobility allowance: financial assistance for transportation costs.

• Profit-sharing program (PPR).

• Company-funded life insurance.

• Private pension plan with company matching contributions.

• Medical insurance for you and your dependents.

• Dental insurance for you and your dependents.

• English Pass: access to a digital English-learning platform.

• Wellhub (Gympass).

• Zenklub: platform providing access to psychologists and personal development resources for you and your dependents.

• Christmas gift basket.

• Birthday day off.

• Day off on your children’s birthdays.

• Maternity leave: 180 days.

• Paternity leave: 20 days.