Administrative and Financial Assistant
Equipe Corretora de Seguros
full-time
Posted on:
Location Type: Hybrid
Location: São Paulo • 🇧🇷 Brazil
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Perform the policy conversion process covering all portfolios of the brokerage;
- Verify the data of proposals entered by the responsible department, ensuring information compliance (client data, insured item, coverages, amounts, policy period, and commercial terms);
- Enter, update, and verify information in the internal system, ensuring correct conversion of the policy to 'issued' status;
- Identify discrepancies, inconsistencies, or pending issues, making necessary adjustments or notifying the responsible departments;
- Carry out operational routines with a high level of attention to detail, quality, and adherence to deadlines;
- Support the administrative and financial department, including covering for colleagues on vacation when necessary;
- Maintain controls, records, and organization of documents related to policies and administrative and financial processes.
Requirements
- Bachelor's degree in progress or completed in Business Administration, Financial Management, Accounting, or related fields;
- Analytical, organized, and detail-oriented profile;
- Comfort with performing operational and routine tasks;
- Strong concentration skills, data verification, and meeting deadlines;
- Basic to intermediate knowledge of Microsoft Office;
- Interest in process optimization, use of technology, and management support tools or indicators (e.g., BI).
Benefits
- Flexible meal/food allowance (Flash card)
- Transportation allowance
- Health insurance – PortoSaúde
- Dental insurance – MetLife
- Online psychological support – Conexa
- TotalPass – access to partner gyms and studios
- Life insurance
- One day of remote work
- Birthday day off
- Opportunities for growth!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data verificationpolicy conversiondocument organizationprocess optimization
Soft skills
analytical skillsattention to detailorganizational skillsconcentration skillstime management
Certifications
Bachelor's degree in Business AdministrationBachelor's degree in Financial ManagementBachelor's degree in Accounting