Hybrid Junior Post-Sales Assistant – Insurance

at Creditas

• Job title: Junior Post-Sales Assistant – Insurance
• Job type: Full Time
• Experience level: Junior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Sao Paulo, Brazil

About the role

• Pós-vendas assistant managing client relationships and handling insurance-related issues in São Paulo. Organizing and addressing high volume demands through multiple communication channels.

Responsibilities

• Analyze proposals with outstanding items, identifying each insurer's specific requirements to enable policy issuance. Be responsible for fully resolving outstanding items, ensuring continuity of the issuance process.
• Record, formalize and communicate to the client and the consultant any rejections or refusals sent by insurers.
• Answer questions, provide proposal status updates and manage outstanding items via phone, WhatsApp and email.
• Record all interactions, outstanding items, documents received and relevant updates in the internal system.
• Follow up on proposals, send documents, clarify requirements and resolve outstanding issues.
• Establish communication with consultants and analysts from other areas to ensure resolution of outstanding items.

Requirements

• Must not have an active SUSEP registration.
• Experience managing outstanding items/post-sale issues at insurance brokerages.
• Experience handling a high volume of requests, with phone-based customer service (WhatsApp is a plus).
• Organized, proactive and good interpersonal communication skills.
• Resilience, adaptability and flexibility.
• Stable professional profile/consistent work history.

Benefits

• Health plan (Alice)
• Dental plan (SulAmérica)
• Wellz: 100% free therapy sessions
• Wellhub: access to gyms and studios
• Creditas Endurance: incentive program for high-impact sports
• Pharmacy partnership (Univers)
• Birthday day off
• Extended parental leave: 6 months for birthing parents and 35 days for non-birthing parents
• Family Care: maternity and paternity support program
• Childcare allowance
• Allowance for dependents with disabilities (PWDs)
• SESC: access to facilities for you and your dependents
• Meal voucher (VR): flexible benefits card (Creditas Card)
• Payroll-deductible loans (Creditas Benefits)
• Salary advance (Creditas Benefits)
• Discounts on insurance (Minuto Seguros)
• Access to exclusive financial education content on the Creditas app
• PPR: profit-sharing program
• Educational and development incentives
• Flexible work model
• Free bike parking at the office
• Partnered parking at the office (subject to internal availability)