Equipe Corretora de Seguros

Insurance

• Gather client information and identify their needs.
• Request and prepare quotations from carriers and insurers.
• Compare prices, coverages, waiting periods, provider networks, and contractual terms.
• Support the sales team in preparing proposals.
• Clarify questions about products and contracting rules.
• Ensure the accuracy of information submitted to carriers.
• Monitor market changes, rate adjustments, and product launches.
• Maintain controls and records of quotations performed.
• Seek solutions that balance coverage quality with cost competitiveness.

Insurance Benefits Analyst II

Sales Development Rep

• Make the initial contact with leads received through partners and commercial channels;
• Conduct consultative interactions by phone, WhatsApp and email as required;
• Identify customer profile, needs and business opportunities;
• Gather information for analysis and corporate benefits quotations;
• Qualify opportunities according to criteria defined by the company;
• Schedule meetings for the sales team;
• Follow up with prospective clients;
• Record information and contact history in the CRM;
• Ensure the quality and completeness of collected data;
• Support commercial campaigns and initiatives.

Pre-Sales Analyst, SDR I

• Analyze, prospect, and structure Liability insurance programs for corporate clients, end-to-end;
• Prepare quotes and negotiate with insurers, seeking the best technical and commercial solutions;
• Assess policy wording, clauses, limits, deductibles and exclusions, ensuring alignment with clients’ needs;
• Develop customized solutions for General Liability, Environmental Liability, Clinical Trials Liability and other Liability lines;
• Advise clients on coverages, risks, exclusions and contract conditions;
• Prepare technical reports, comparative studies and supporting materials for presentations;
• Participate in renewals, prospecting, implementation, endorsements and provide technical support to the portfolio;
• Manage and verify documentation required for contracting and maintaining insurance policies;
• Record and track information in internal systems and insurers’ portals;
• Support the team in requests related to the products under their responsibility.

Insurance Benefits Analyst II

Pre-Sales Analyst, SDR I

Insurance Analyst RE I – Liability (RC)