Caixa Vida e Previdência

Operations

• Analyze and monitor financial transactions, identifying suspicious behavior related to money laundering.
• Assess and map risks, proposing improvements to anti-money laundering and counter-terrorist financing processes.
• Ensure compliance with legal and regulatory obligations, including submitting information to the appropriate authorities.
• Manage and optimize transaction monitoring systems to detect suspicious patterns.
• Provide support and guidance on anti-money laundering (AML) and counter-financing of terrorism (CFT) measures.

Junior Operations Analyst – External Fraud Prevention

Underwriter

• Serve as the strategic reference for Life Insurance and Pension underwriting, supporting business, operations, sales and leadership in decision-making related to risk acceptance and portfolio governance.
• Identify opportunities for innovation, digital transformation and underwriting process optimization, proposing solutions that increase operational efficiency, improve the customer experience, and enhance accuracy and speed in risk evaluation.
• Lead studies and tests of new underwriting approaches, including the use of data, analytics, artificial intelligence, predictive models and alternative information sources to improve decision-making and business flow.
• Actively participate in the company’s strategic and transformation projects, contributing technical insight and innovative proposals focused on sustainability, profitability and competitive advantage.
• Perform technical analysis and underwriting of medium- and high-complexity risks, evaluating eligibility criteria in compliance with internal policies and applicable regulations.
• Conduct technical studies to define, review and improve underwriting rules, policies and manuals, ensuring a balance between commercial competitiveness, profitability and risk control.
• Provide consultative support to internal areas, clarifying questions related to underwriting criteria, products, coverages, contractual clauses, special risks and regulatory aspects.
• Prepare technical opinions and recommendations for complex cases, supporting governance forums, committees and decision-making bodies.
• Lead and validate system implementations related to underwriting processes, evaluating business rules, parameter settings, operational flows and regulatory compliance.
• Monitor underwriting and portfolio quality metrics, identifying trends, risk deviations, improvement opportunities and proposing corrective or preventive actions.
• Conduct market studies, benchmarking and evaluations of new underwriting practices to achieve efficiency gains, automation and improved experience for internal and external customers.
• Draft and review normative documents, manuals, operational procedures and training materials related to Life and Pension underwriting.
• Act as the focal point interfacing with Product, Actuarial, Sales, Legal, Compliance, Technology, Operations and business partners, ensuring technical and regulatory alignment.
• Produce executive presentations, management reports and technical materials to support leadership, committees and governance bodies.
• Monitor regulatory changes and insurance market trends, assessing impacts on underwriting policies, processes and company products.

Senior Underwriting Analyst

Pricing Analyst

• Conduct analyses, research, and monitoring of commercial indicators;
• Develop and maintain dashboards, reports, and interactive visualizations to provide visibility and predictability of sales processes, cancellations, retention, and other commercial process data;
• Identify patterns, trends, and business opportunities from data to support the company’s strategic decision-making;
• Work in partnership with business areas to understand requirements, formulate hypotheses, and deliver customized analytical solutions;
• Automate processes for data collection, cleaning, and analysis to increase the efficiency and reliability of analytical routines;
• Create and present sales reports to the commercial team and company executives, providing valuable insights and driving tactical actions;
• Design and execute incentive strategies and sales promotion programs, working in synergy with the team to maximize performance and commercial efficiency;
• Prepare and support the team in creating lists of commercial initiatives and actions to generate inputs relevant to driving results;
• Lead tactical and strategic projects for the commercial superintendency, implementing initiatives to improve performance and increase commercial efficiency;
• Create dashboards to monitor campaigns/commercial actions, and to study and track commercial KPIs;
• Act as back-office support for commercial managers and consultants, facilitating operational and administrative processes;
• Contribute with leadership to the development of the team and to the area’s analyses and projects.

Senior Commercial Planning Analyst – PWD

• Execute and monitor daily insurance operational processes (Life, Pension or Credit Life)
• Verify, organize and file regulatory documents, policies, applications and endorsements.
• Provide first-level support to the network and clients, answering basic questions about day-to-day operational processes.
• Populate control spreadsheets and update system data so the team can monitor the area's KPIs.
• Assist senior and mid-level analysts with administrative tasks and tracking internal deadlines.
• Participate in basic testing of new systems or tools, validating that core functions operate correctly.

Junior Operations Analyst – Issuance and Billing

AI Engineer

• Design, build, and operate production AI solutions with a focus on LLMs, RAG, agents, and integration with corporate systems
• Develop AI solutions integrated with corporate systems
• Build pipelines using LLMs, RAG, and AI agents
• Implement APIs, microservices, and distributed architectures
• Design scalable and resilient solutions
• Integrate AI with databases and legacy systems
• Monitor performance, cost, and quality of production solutions
• Ensure governance, security, and engineering best practices

Risk

• Strategic Risk Management: Responsible for leading the identification, assessment, monitoring and reporting of the company's strategic risks, ensuring alignment with corporate objectives and strategic planning. Will monitor strategic projects, assessing risks, impacts, dependencies and mitigation plans, and prepare indicators and executive materials to support senior management and governance forums in decision-making.
• Sustainability Risk Management (ESG): Responsible for identifying, assessing and monitoring ESG (Environmental, Social and Governance) risks, supporting the development of the company's sustainability risk management agenda together with the Sustainability area. Responsible for developing analyses, indicators and management reports, and promoting the integration of ESG risks into the corporate risk management framework.
• Monitor identified fraud cases and support understanding with the responsible areas, identifying mitigation actions;
• Support the process of identifying, mapping and assessing operational risks together with the business areas, preparing the company's operational risk matrix, with special focus on Cyber, Outsourcing, IT, Sustainability and Business Continuity risks;
• Manage the company's Operational Loss Database (BDPO), supporting first-line areas in recording losses, addressing questions and explaining concepts;
• Support the identification of emerging risks together with first-line area owners;
• Promote and conduct awareness and training activities on the area's topics;
• Prepare management and executive reports, including materials for risk committees, providing critical analysis of key indicators, risk exposures and mitigation actions.

Senior Operational Risk Analyst

Sales

• Design and implement technical solutions using Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio, Contact Builder)
• Develop customizations using AMPscript, SQL, and HTML/CSS
• Create, maintain, and optimize automated campaigns, customer journeys, and advanced segmentations
• Work on data integrations with other Salesforce clouds (Sales Cloud and Service Cloud) and external systems via REST/SOAP APIs
• Ensure campaign performance, deliverability, traceability, and governance
• Support business areas with technical guidance, best practices, and continuous platform improvements

Salesforce Analyst – Marketing Cloud

Marketing

• Support and organize content calendars for social media (monthly and biweekly);
• Monitor social media metrics and interactions daily;
• Assist in the capture and management of audiovisual content, including scripts and setups for influencer videos;
• Help prepare corporate materials, such as presentations, reports, and benchmark studies;
• Manage and formalize internal briefs and the team's workflow of requests;
• Assist in reviewing and validating scripts, copy, and captions submitted by agencies.

Marketing Intern

Financial Planning and Analysis

• Realizar fechamento dos valores de comissão (semanal e mensal);
• Monitorar os valores, conferir e controlar notas fiscais e desbloquear os pagamentos no SAP;
• Consultas simples em banco de dados (SQL);
• Prestar atendimento aos parceiros via e-mail;
• Propor melhorias no processo.

Analista Financeiro – Junior

• Gerenciar operações de fornecedores de assistência e parceiros de BPO, garantindo cumprimento de SLAs e KPIs;
• Monitorar indicadores de qualidade (NPS, CSAT, TMA, FCR, entre outros) e implementar planos de ação
• Atuar como ponto focal de relacionamento com fornecedores, conduzindo reuniões de governança e performance;
• Identificar oportunidades de melhoria contínua nos processos operacionais e implementar soluções;
• Realizar análise de causa raiz para desvios operacionais e propor ações corretivas;
• Conferir, validar e acompanhar o faturamento dos fornecedores de assistência, assegurando aderência contratual;
• Tratar divergências de faturamento e apoiar a área financeira nos processos de pagamento;
• Desenvolver relatórios gerenciais e análises de dados para suporte à tomada de decisão.

Analista de Operações de Atendimento

Business Intelligence Analyst

• Collect, organize and structure data from various sources.
• Create simple reports and basic dashboards using BI tools.
• Perform data cleaning and transformation tasks.
• Support the team in activities related to data extraction and organization.

Business Intelligence Analyst, Junior

• Support the implementation process of corporate education platforms (LMS/LXP).
• Manage the technical aspects of the platforms: profiles, learning paths, integrations, reports, APIs and SSO.
• Map and optimize user journeys and flows within the platforms.
• Design automated learning paths and content catalogs.
• Define and monitor education metrics (engagement, completion, NPS, business impact).
• Develop dashboards using Power BI, Tableau or equivalent tools.
• Prepare executive reports and management presentations.
• Support contract management, supplier SLAs and budget control for programs and platforms.
• Assist in structuring and operationalizing the LNTD (Training and Development Needs Assessment).