Salesforce Developer responsible for developing solutions for impactful projects at Gupy, an innovative HRTech leader in Brazil. Collaborate with teams to enhance efficiency through Salesforce.
About the role
- Assist in client post-sale processes for a company specializing in financial services, particularly insurance. Handling client inquiries and managing necessary documentation efficiently.
Responsibilities
- Analysis and Handling of Pending Issues: Analyze proposals with pending issues, identifying each insurer’s specific requirements to enable policy issuance. Be responsible for fully resolving pending items, ensuring continuity of the issuance process;
- Formalizing Rejections: Record, formalize, and communicate to the client and the consultant any rejections issued by insurers;
- Customer Service: Clarify questions, provide proposal status updates, and handle pending issues via Phone, WhatsApp, and Email;
- Recording Information in Lead/System: Log all interactions, pending items, documents received, and relevant updates in the internal system;
- Communication with Insurers: Monitor proposals, send documents, clarify requirements, and resolve outstanding issues;
- Communication with Other Areas: Coordinate with consultants and analysts in other departments to ensure resolution of pending items.
Requirements
- Must not hold an active SUSEP license;
- Experience with the product (automobile) in the last 12 months is a plus;
- Experience handling pending issues at insurance brokerages;
- Experience working with a high volume of requests, with phone-based customer service (WhatsApp is a plus);
- Organized, proactive, and strong interpersonal communication skills;
- Resilience, adaptability, and flexibility;
- Stable professional profile.
Benefits
- Health insurance (Alice)
- Dental plan (SulAmérica)
- Wellz: 100% free therapy sessions
- Wellhub: access to gyms and studios
- Creditas Endurance: incentive program for high-impact sports
- Pharmacy discount program (Univers)
- Life insurance (Porto Seguro)
- Birthday day off
- Extended parental leave: 6 months for birthing parents and 35 days for non-birthing parents
- Family Care: support program for maternity and paternity
- Childcare assistance
- Assistance for dependents with disabilities (PWDs)
- SESC: access to SESC facilities for you and your dependents
- Meal allowance (VR): flexible benefits card (Creditas Card)
- Payroll-deductible loan (Creditas Benefits)
- Salary advance (Creditas Benefits)
- Insurance discounts (Minuto Seguros)
- Access to exclusive financial education content on the Creditas app
- PPR: profit-sharing program
- Educational and professional development incentives
- Flexible work model
- Free bicycle parking at the office
- Partnered office parking (subject to internal availability)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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