Client Management & Sales Operations Champion

Role Overview

We are looking for a professional to act as a fundamental support point for the office, ensuring the correct administrative and operational management of clients, insurance programs and employee benefits, as well as the proper functioning of commercial and corporate processes associated with the business cycle.

What You Will Do

Administration and follow-up of insurance programs and Employee Benefits, Management of additions, deletions, modifications and portfolio movements, Coordination with insurance companies, suppliers and internal teams.

Why It Might Be a Fit

Acting as a local reference, supporting consultants, account executives and commercial teams, Preparation of documentation, reports, presentations and communications for clients, Creation and maintenance of accounts, contacts and opportunities in CRM Dynamics.

Requirements

• Administration and follow-up of insurance programs and Employee Benefits
• Management of additions, deletions, modifications and portfolio movements
• Coordination with insurance companies, suppliers and internal teams
• Administrative support to consultants, account executives and commercial teams
• Preparation of documentation, reports, presentations and communications for clients
• Creation and maintenance of accounts, contacts and opportunities in CRM Dynamics
• Follow-up of the commercial pipeline and updating of business information
• Support in client onboarding, KYC and corporate onboarding processes
• Control of data quality and compliance with internal processes