About the role

  • Senior Insurance Consultant focusing on mapping insurance opportunities and client negotiations in São Paulo. Involves CRM maintenance and corporate event participation.

Responsibilities

  • Map insurance opportunities within the operating region (State of São Paulo);
  • Prospect new business;
  • Serve clients for negotiations and sending proposals;
  • Handle endorsement requests;
  • Address and resolve issues related to new insurance policies;
  • Register and track opportunities via CRM;
  • Follow up on requests with the technical team;
  • Represent the brokerage at corporate events;
  • Manage relationships with insurers;
  • Quote and bind insurance policies (when necessary).

Requirements

  • Knowledge of insurance products and processes
  • Availability to travel/visit clients
  • Own vehicle
  • Valid Category B driver's license (CNH)
  • Knowledge of RD Equipamentos insurance is a plus
  • Possess an existing client portfolio

Benefits

  • Monthly performance-based bonus
  • Vehicle depreciation allowance (per kilometer driven)
  • Gympass
  • Corporate laptop
  • Corporate mobile phone and SIM
  • Hybrid work model: 3 days per week in-office

Job title

Senior Insurance Consultant

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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