Insurance

• Map, review and document end-to-end processes in the Dental segment (back office and claims);
• Identify bottlenecks, propose improvements, and design optimized flows to ensure operational efficiency;
• Develop supporting materials (reports, presentations, visual flow diagrams) for internal communication and cross-functional alignment;
• Work in partnership with different teams (operations, engineering, business, etc.), ensuring integration between processes and strategic objectives;
• Monitor performance indicators (KPIs), ensuring continuous tracking of process evolution;
• Support the definition of targets and action plans for flow optimization, contributing to consistent and measurable deliveries.

Mid-level Process Analyst – Insurance

• 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.

Insurance Benefits Analyst II

• Analyze, prospect, and structure Liability insurance programs for corporate clients, end-to-end;
• Prepare quotes and negotiate with insurers, seeking the best technical and commercial solutions;
• Assess policy wording, clauses, limits, deductibles and exclusions, ensuring alignment with clients’ needs;
• Develop customized solutions for General Liability, Environmental Liability, Clinical Trials Liability and other Liability lines;
• Advise clients on coverages, risks, exclusions and contract conditions;
• Prepare technical reports, comparative studies and supporting materials for presentations;
• Participate in renewals, prospecting, implementation, endorsements and provide technical support to the portfolio;
• Manage and verify documentation required for contracting and maintaining insurance policies;
• Record and track information in internal systems and insurers’ portals;
• Support the team in requests related to the products under their responsibility.

Insurance Analyst RE I – Liability (RC)

• Identify potential prospects (leads) through prospecting and acquiring new prospects (calls, emails, LinkedIn, etc.) to initiate commercial relationships and consequently generate new business.
• Manage the Sales Pipeline by organizing all stages such as Prospecting, Proposal Submission, Follow-up and Closing, to control, track progress and forecast sales results.
• Map prospects by understanding their profile, behavior and characteristics, to qualify potential prospects and prioritize those with higher purchasing power.
• Provide empathetic, human-centered customer service through attentive and welcoming dialogue, delivering necessary information about products and services in line with service and quality standards.
• Perform other related professional activities inherent to the role as required by the area, whenever necessary, through training, professional development and guidance from the immediate supervisor, to ensure continuous professional growth as a learning opportunity and in accordance with the area's needs.
• Actively contribute to the development of performance indicators (KPIs), objectives and key results (OKRs), and new commercial projects.

Commercial Manager, Insurance

• Make sales by phone or chat for auto, home and life insurance;
• Use a consultative approach focused on identifying sales opportunities from leads who visit the website and request quotes;
• Understand the customer’s needs in order to offer the products/services that best meet their expectations;
• Manage and handle leads’ objections to close the sale.

Outbound Sales Agent, Insurance

• **Will You Be There**? Our motto here is to plan, present solutions, evolve and grow. We are looking for professionals who get involved, are proactive, and take an interest in every detail of our projects and, above all, who want to grow and give their best every day. Our growth is constant and we know we will go far because we believe in everything that creates momentum. And you? Do you want to go further with us? Get to know our clients, check our content, and find out if you are the right person to join #WeAreMDS.
• We are seeking a professional who will be responsible for managing automobile insurance renewals and property & casualty (P&C) lines, contributing to the maintenance and growth of the company’s client portfolio.

Insurance Consultant I – Auto Insurance

• Prospect new SME (small and medium-sized enterprise) and individual clients
• Conduct active commercial outreach via phone, WhatsApp, networking, referrals and social selling
• Identify client opportunities and needs
• Present solutions for SME health plans and life insurance
• Prepare commercial proposals
• Lead negotiations through to contract closing
• Manage the sales pipeline and perform strategic follow-ups
• Update and maintain CRM records
• Develop relationships with strategic partners and clients.

Commercial Hunter – SME Health Plans and Life Insurance

• Você atuará como profissional autônomo com as seguintes atribuições:
• Inicialmente, se dedicará exclusivamente ao curso preparatório da MAG Universidade para obtenção da habilitação técnico profissional junto a Susep;
• Após a conquista da Habilitação:
• Identificará potenciais clientes para abordar, utilizando sua Rede de Relacionamento para agendamento de entrevistas de vendas e solicitação de indicações;
• Fará telemarketing ativo para agendar entrevistas de vendas;
• Realizará as entrevistas de vendas, identificando as necessidades de proteção financeira do prospect e ofertando as soluções mais adequadas a cada perfil;
• Gerenciará a sua carteira de clientes com foco na sustentabilidade financeira do seu negócio.

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