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Scheduling Assistant (SDR)
Alper SegurosAssistente de Agendamento managing scheduling and operational support for sales teams at Alper Seguros. Engaging with clients and ensuring efficient appointment flows.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong operational support capabilities by efficiently managing scheduling workflows, maintaining data integrity, and providing technical training to enhance team performance. Proficient in client outreach and calendar management to optimize business opportunities.
Highest-signal resume keywords
Operational SupportClient OutreachCalendar ManagementData IntegrityTechnical Training
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Scheduling WorkflowsPerformance IndicatorsKPI TrackingData ManagementClient Portfolio Management
Soft Skills
Proactive CommunicationTeam CollaborationOrganizational Skills
Tools & Technologies
Microsoft OfficeGoogle CalendarJustech
Certifications & Qualifications
High School Diploma
Industry Keywords
Sales SupportOperational PracticesCommercial Routines
About the role
Key responsibilities & impact- Ensure efficient scheduling workflows and provide operational support to the sales force by proactively contacting clients and rigorously managing calendars and performance indicators.
- Ensure the integrity of system records and contribute to the technical training of the team to optimize business opportunities and streamline commercial routines.
- Perform proactive outreach to the client portfolio, following planned routes and established call scripts.
- Schedule virtual meetings, ensuring the organization of the commercial calendar.
- Manage cancellations of visits, promptly notifying consultants and the team, and actively rescheduling appointments.
- Maintain control and tracking of personal KPIs related to appointments, analyses, sales and follow-ups.
- Record and update visit schedules in management platforms and corporate calendars (Google and Justech).
- Register policyholders and members in the current systems, ensuring data integrity.
- Serve as a technical reference in the onboarding and training of new employees, guiding them on operational practices and workflows.
Requirements
What you’ll need- High school diploma
- Proficiency with Microsoft Office (Office suite).
Benefits
Comp & perks- Health and dental coverage provided by Bradesco Seguros
- Meal or food allowance via a flexible card
- Transportation voucher
- Profit-sharing (PLR)
- Total Pass: plans with top-tier gyms and exclusive rates
- Life insurance
- Partnerships with language schools, exchange programs, universities and various courses
- Discounts on personal insurance policies for you, your parents, children and spouse
- Childcare assistance and programs that promote maternal and infant health
- Company holiday on Insurance Professionals Day