Account Executive – Insurance

Bancorbrás

Consultative Sales Executive developing strong relationships and managing corporate clients for insurance solutions. Supporting technical and commercial needs throughout the policy cycle.

Posted 6/16/2026full-timeRemote • 🇧🇷 BrazilMid-LevelSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

consultative salesstrategic negotiationinsurance productspolicy analysisportfolio managementinsurance quotingunderwritingrenewal processesdata analysisrisk assessment

Soft Skills

relationship buildingclient loyaltycommunicationanalytical thinkingcommercial organizationdisciplineproblem-solvingpresentation skillsobjection handlingsolution building

Tools & Technologies

QuiverCRMbrokerage management systems

Industry Keywords

insurancepolicy lifecycleclient retentionportfolio growthcommercial proposalscoverage modificationspolicy expirationsclient developmentcommercial indicatorsbilling and premiums

About the role

Key responsibilities & impact

Provide consultative service to corporate clients, understanding their needs, operational context and risk profile;
Build and maintain strong relationships to drive client loyalty and perceived value;
Monitor the client journey, offering technical and commercial support throughout the policy lifecycle;
Prepare, present and track quotes and commercial proposals aligned with client requirements;
Lead strategic negotiations with insurers and clients, ensuring competitiveness and profitability;
Conduct visits, meetings, presentations and prospecting activities to identify opportunities for portfolio growth;
Execute and oversee insurance renewals, assessing risks, adjusting coverages and ensuring client retention;
Analyze portfolio performance and recommend product adjustments based on client evolution;
Monitor policy expirations, documentation pending items and proposal responses to ensure operational flow;
Process requests for new policies, endorsements, beneficiary changes, coverage modifications, billing and premiums;
Assist clients with resolution of outstanding issues, delays or policy reinstatements;
Notify insured parties and agents of policy changes, cancellations or contractual adjustments;
Log interactions, proposals, movements and negotiation statuses in systems such as Quiver and CRM;
Update client data, ensuring history, traceability and data quality;
Track commercial indicators and support generation of reports for leadership.

Requirements

What you’ll need

High school diploma;
Experience in consultative sales and strategic negotiation, including identifying needs, objection handling, solution building and closing deals;
Knowledge of insurance products and lines (Auto, Life, Commercial/Corporate, Health, Liability, among others);
Ability to interpret and analyze policies, coverages, deductibles, clauses, risks and exclusions;
Experience managing a corporate portfolio with focus on retention, expansion and client development;
Knowledge of insurance quoting, underwriting and renewal processes;
Excellent verbal and written communication skills for conducting meetings, commercial presentations and preparing proposals;
Analytical profile for identifying opportunities, analyzing data and assessing risks;
Commercial organization and discipline to manage pipeline, follow‑ups, targets and account prioritization;
Familiarity with brokerage management systems and CRMs, such as Quiver, for recording and tracking proposals and client portfolios.

Benefits

Comp & perks

Attendance Allowance: Three days off per year for you to use as you wish;
Education Assistance: 50% coverage for development-related courses, available after 1 year with the company;
Home Office Allowance: a monthly supplement to help with remote work expenses;
Childcare Assistance: additional support for employees with children under 6 years old;
Christmas Basket: a special year-end bonus to celebrate with your family;
Health Insurance: nationwide coverage with co-payment;
Dental Plan: comprehensive coverage for your oral health;
Private Pension Plan: company contributions alongside your own to provide greater financial security;
Life Insurance: protection to give you peace of mind today and tomorrow;
TRIB PASS – Leisure and Travel Platform: discover great experiences more easily. Bancorbrás subsidizes 50% of the monthly fee;
Meal/Food Voucher (Caju Card): granted per day worked and widely accepted. Use it for groceries or daily meals;
Wellhub (Gympass): movement, health and wellbeing! Access to thousands of gyms and activity providers through the platform.