Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
JobTailor Logo

See all jobs on JobTailor

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
MDS Group

Financial Lines Assistant

MDS Group

Assistente de Linhas Financeiras responsável por prestar assistência em processos de riscos financeiros. O profissional atuará em diversas atividades de apoio aos clientes e equipes.

Posted 7/10/2026full-timeSão Paulo • 🇧🇷 BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in insurance policy registration, customer service, and premium collection operations while effectively utilizing digital tools and communication channels. Capable of supporting cross-departmental processes and contributing to performance indicators and company projects.

Highest-signal resume keywords
Insurance Policy RegistrationCustomer ServicePremium Collection OperationsFinancial Risk InsuranceMicrosoft Office

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Insurance Policy RegistrationQuotingProposal IssuanceFinancial Risk InsuranceData AnalysisPerformance Indicators Development
Soft Skills
Customer-FocusedCollaborativeInnovativeAssertive CommunicationStrong Organizational Skills
Tools & Technologies
Digital ToolsComputerized SystemsCommunication Channels
Industry Keywords
Business AdministrationFinanceInsuranceSurety BondsD&OE&OCredit Insurance

About the role

Key responsibilities & impact
  • Register insurance policies using computerized and/or digital systems to reconcile commission payments.
  • Perform quoting, monitoring, and issuance of proposals through insurers' communication channels and systems to identify the best market terms and options.
  • Support premium collection operations for policies via telephone service and/or digital tools to ensure receipt of amounts pending regularization.
  • Provide customer service in person, by phone, and through digital tools so clients are served quickly and accurately according to their needs.
  • Provide necessary support and assistance to other departments by supplying data and information to ensure continuity of processes and task execution.
  • Perform other related professional activities inherent to the role as required by the area, including through training, professional development, and guidance from the immediate supervisor to ensure continuous professional growth.
  • Actively contribute to the development of performance indicators (KPIs), objectives and key results (OKRs), and new company projects.

Requirements

What you’ll need
  • Currently pursuing a bachelor's degree in Business Administration, Finance, Insurance, or related fields
  • Basic knowledge of Microsoft Office (or equivalent office suite)
  • Experience with financial risk insurance is a plus (surety bonds, D&O, E&O, credit insurance)
  • Customer-focused, professional, collaborative, innovative, with assertive communication and strong organizational skills.

Benefits

Comp & perks
  • Health and Dental Insurance
  • Life Insurance
  • Meal and/or Food Allowance
  • Transportation Allowance
  • Profit Sharing (PLR)
  • Wellhub
  • Wellz
  • Day off
  • Pass support for you and your dependents
  • Discounts on personal insurance purchases such as auto, life, home, travel, and others.