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Insurance Benefits Analyst II
Equipe Corretora de SegurosInsurance Analyst managing the quotation processes and client consultations at Equipe Corretora de Seguros. Collaborating to ensure competitive and suitable insurance solutions.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
quotation preparationcomparative analysiscontractual terms analysisnegotiation skillsmarket monitoringcost competitiveness analysis
Soft Skills
analytical skillsorganizational skillsclear communicationconsultative approach
Tools & Technologies
Microsoft OfficeExcelPowerPointonline portals of carriers and insurers
Certifications & Qualifications
Bachelor's degreeBusiness AdministrationEconomicsAccountingActuarial Science
Industry Keywords
corporate quotationsSME quotationsinsurancecarriersprovider networks
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Bachelor's degree (Business Administration, Economics, Accounting, Actuarial Science, or related fields).
- Solid experience with corporate and SME quotations.
- Proficiency with the online portals of major carriers and insurers.
- Microsoft Office: PowerPoint and intermediate/advanced Excel (comparative analyses and simulations).
- Analytical and organized profile with strong negotiation skills.
- Clear communication and a consultative approach.