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Commercial Analyst II
Equipe Corretora de SegurosAnalista Comercial II responsible for prospecting and serving small to medium clients in insurance solutions. Collaborating with a team to ensure client satisfaction and business growth.
About the role
Key responsibilities & impact- Conduct proactive prospecting of new SME clients (small and medium-sized enterprises);
- Handle leads generated by the brokerage and guide them through the sales funnel;
- Prepare quotes for SME products using the brokerage's platforms;
- Identify client needs and propose tailored insurance and benefits solutions;
- Lead negotiations and close contracts;
- Ensure client retention and satisfaction by providing excellent service;
- Monitor service delivery and support mapping of client requirements;
- Implement cross-selling and up-selling strategies to expand business opportunities;
- Track performance indicators and contribute to improvements in commercial processes.
Requirements
What you’ll need- Bachelor's degree in Administration, Commercial Management, Marketing, Insurance, or related fields;
- Previous experience in consultative sales, preferably in corporate insurance and employee benefits;
- Knowledge of SME products (health, dental, and life insurance);
- Experience with insurer platforms and quotation systems;
- Microsoft Office — intermediate to advanced level;
- Ability to analyze client needs, prepare proposals, and manage post-sale follow-up;
- Excellent verbal and written communication skills, with a focus on relationship-building and negotiation.
Benefits
Comp & perks- Flexible Meal/Food Allowance (Flash card)
- Transportation Allowance
- Medical Assistance – PortoSaúde
- Dental Assistance – MetLife
- Online Psychological Support – Conexa
- TotalPass – access to partner gyms and studios
- Life Insurance
- Hybrid Work Model
- Birthday Day Off
- Opportunities for growth!
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
consultative salesSME productsinsuranceemployee benefitsquotation systemsproposal preparationpost-sale follow-up
Soft Skills
communicationrelationship-buildingnegotiationclient retentionclient satisfactionanalytical skills
Certifications
Bachelor's degree in AdministrationBachelor's degree in Commercial ManagementBachelor's degree in MarketingBachelor's degree in Insurance