Mac5 Treinamentos, Recrutamento e Consultoria

Customer Support

• Participate in transition calls with the client and internal team;
• Serve as the primary point of contact after the mandate is signed;
• Monitor system alerts for stalled processes;
• Investigate and unblock internal or client-side bottlenecks;
• Audit the completion of status fields at every stage;
• Request updates from responsible parties when necessary;
• Ensure data integrity for use by AI and reporting;
• Clarify client questions about process progress;
• Track the workflow through to completion, ensuring smooth operation and visibility.

Customer Success Analyst – Segmented Credit

Financial Planning and Analysis

• Accounts payable and receivable routines, including data entry, verification, and control of payments and receipts;
• Perform daily bank reconciliations;
• Record and verify invoices;
• Prepare financial reports to monitor KPIs and support management.

Financial Assistant – Insurance Brokerage

Marketing

• Prospecting leads: contact potential clients by phone who have already shown interest or who fit the brokerage's target audience.
• Product offering: present and offer the available types of insurance (auto, life, home, health, commercial, among others).
• Preparing quotes: collect the customer's necessary information to start the quotation process in the brokerage's system.

Customer Success Analyst – Segmented Credit

Financial Assistant – Insurance Brokerage

Telemarketing Operator – Insurance Brokerage