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About the role
Key responsibilities & impact- Conduct brokerage analysis and manage onboarding/registration processes for policyholders.
- Assess economic groups and corporate structures.
- Interpret financial statements (Balance Sheets, Trial Balances, Income Statement).
- Analyze corporate documentation (Articles of Incorporation, Bylaws, Minutes).
- Manage counter-guarantee contracts.
- Update and maintain the policyholder's record (registration status).
Requirements
What you’ll need- Interest in learning about the insurance sector and deepening knowledge of the market.
- Analytical, detail-oriented, and organized profile.
- Strong willingness to learn and develop in the role.
- Experience or knowledge in interpreting financial and corporate documentation is a plus.
Benefits
Comp & perks- Food allowance.
- Meal voucher.
- Annual bonus.
- Health insurance.
- Dental insurance.
- Transportation allowance.
- Childcare allowance (daycare/babysitter subsidy).
- Spanish course.
- TotalPass (gym discounts).
- Life insurance.
- Birthday day off.
- Flexible working hours.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
brokerage analysisfinancial statement interpretationcorporate documentation analysiscounter-guarantee contract managementpolicyholder record management
Soft Skills
analyticaldetail-orientedorganizedwillingness to learndevelopment-oriented
