Sales Support Assistant – Temporary

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

📋 Description

• Verify the registration of proposals, policies, and endorsements in the system, ensuring all records are complete and consistent.

• Identify discrepancies between Quiver and insurer reports, making necessary corrections or reaching out to partners as required.

• Create standardized evidence and records for audits and management inquiries.

• Follow up on outstanding items with insurers to ensure timely resolution.

• Oversee customer service interactions in the Quiver Zap system, both inbound and outbound.

• Validate the distribution and import of renewals.

• Analyze production and commission reports for month-end closing processes.

• Assist with accounting and financial closing tasks by conducting checks and updates within specified deadlines.

• Evaluate department KPIs and recommend modifications to operational workflows.

• Develop spreadsheets and reports to aid management and support decision-making.

• Participate in the review and enhancement of internal processes.

• Assist in testing new workflows, systems, and configurations.

• Aid leadership in tracking the team's deliverables.

• Prepare and formalize follow-up actions with insurers, sales representatives, and internal departments.

• Address inquiries from policyholders and partners, offering technical and operational support.

• Inform agents of changes to policies, including cancellations and reinstatements.

⛳️ Requirements

• High school diploma is required.

• Proficient in Microsoft Office, with intermediate Excel skills for creating and analyzing spreadsheets, reports, and controls.

• Familiarity with insurance products, including various lines of business, technical terminology, policy periods, premiums, policies, and endorsements.

• Knowledge of the Quiver and RD Station systems for analysis, validation, reconciliation, and sales workflow monitoring.

• Excellent organizational and prioritization abilities, capable of managing multiple demands simultaneously and meeting deadlines.

• Strong writing and communication skills for preparing emails, formal correspondence, reports, and records.

• Effective interpersonal skills for collaborating with insurers, sales representatives, internal departments, and the team, maintaining a solution-oriented approach.

🏝️ Benefits

• Attendance Bonus: Three paid days off per year.

• Education Assistance: 50% reimbursement for development-related courses, available after one year with the company.

• Home Office Allowance: Monthly additional payment to help cover remote-work expenses.

• Childcare Assistance for children under 6 years of age.

• Christmas Basket: Special year-end bonus.

• Health Insurance with nationwide coverage and copayments.

• Dental Insurance.

• Private Pension Plan with company contributions.

• Life Insurance.

• TRIB PASS – Leisure and Tourism Platform: Company subsidizes 50% of the monthly fee.

• Meal/Food Allowance (Caju Card), provided for each day worked.

• Wellhub (Gympass), with access to thousands of gyms.