Sales Support Assistant – Temporary

• Validate the registration of proposals, policies, and endorsements in the system, ensuring complete and consistent records
• Check discrepancies between Quiver and insurer reports, making corrections or contacting partners as needed
• Generate standardized evidence and records for audits and management requests
• Follow up on outstanding items with insurers and ensure prompt resolution
• Monitor customer service interactions in the Quiver Zap system – inbound and outbound
• Validate the distribution and import of renewals
• Review production and commission reports for month-end closing
• Support accounting and financial closing activities by completing checks and updates within the required deadlines
• Assess department KPIs and propose adjustments to operational workflows
• Prepare spreadsheets and reports to support management and decision-making
• Contribute to the review and improvement of internal processes
• Support testing of new workflows, systems, and configurations
• Support leadership in monitoring the team’s deliverables
• Prepare and formalize follow-up actions with insurers, sales representatives, and internal departments
• Respond to inquiries from policyholders and partners, providing technical and operational support
• Notify agents of changes to policies, cancellations, and reinstatements

• High school diploma
• Microsoft Office, with intermediate Excel proficiency for preparing and analyzing spreadsheets, reports, and controls
• Knowledge of insurance products, including lines of business, technical terms, policy periods, premiums, policies, and endorsements
• Knowledge of the Quiver and RD Station systems for analysis, validation, reconciliation, and monitoring the sales workflow
• Strong organizational and prioritization skills, with the ability to manage multiple demands simultaneously and meet deadlines
• Strong writing and written communication skills for preparing emails, formal correspondence, reports, and records
• Strong interpersonal skills for interacting with insurers, sales representatives, internal departments, and the team, maintaining a collaborative approach and a solution-oriented mindset

• Attendance Bonus: Three paid days off per year
• Education Assistance: 50% reimbursement for development-related courses, available after one year with the company
• Home Office Allowance: Monthly additional payment to help cover remote-work expenses
• Childcare Assistance for children under 6 years of age
• Christmas Basket: Special year-end bonus
• Health Insurance with nationwide coverage and copayments
• Dental Insurance
• Private Pension Plan with company contributions
• Life Insurance
• TRIB PASS – Leisure and Tourism Platform: Company subsidizes 50% of the monthly fee
• Meal/Food Allowance (Caju Card), provided for each day worked
• Wellhub (Gympass), with access to thousands of gyms