Institutional Sales & Service Associate role at Franklin Templeton focusing on client service and relationship management. Collaborating with sales and management teams to maintain institutional client relationships.
About the role
- Pós-vendas assistant managing client relationships and handling insurance-related issues in São Paulo. Organizing and addressing high volume demands through multiple communication channels.
Responsibilities
- Analyze proposals with outstanding items, identifying each insurer's specific requirements to enable policy issuance. Be responsible for fully resolving outstanding items, ensuring continuity of the issuance process.
- Record, formalize and communicate to the client and the consultant any rejections or refusals sent by insurers.
- Answer questions, provide proposal status updates and manage outstanding items via phone, WhatsApp and email.
- Record all interactions, outstanding items, documents received and relevant updates in the internal system.
- Follow up on proposals, send documents, clarify requirements and resolve outstanding issues.
- Establish communication with consultants and analysts from other areas to ensure resolution of outstanding items.
Requirements
- Must not have an active SUSEP registration.
- Experience managing outstanding items/post-sale issues at insurance brokerages.
- Experience handling a high volume of requests, with phone-based customer service (WhatsApp is a plus).
- Organized, proactive and good interpersonal communication skills.
- Resilience, adaptability and flexibility.
- Stable professional profile/consistent work history.
Benefits
- Health plan (Alice)
- Dental plan (SulAmérica)
- Wellz: 100% free therapy sessions
- Wellhub: access to gyms and studios
- Creditas Endurance: incentive program for high-impact sports
- Pharmacy partnership (Univers)
- Birthday day off
- Extended parental leave: 6 months for birthing parents and 35 days for non-birthing parents
- Family Care: maternity and paternity support program
- Childcare allowance
- Allowance for dependents with disabilities (PWDs)
- SESC: access to facilities for you and your dependents
- Meal voucher (VR): flexible benefits card (Creditas Card)
- Payroll-deductible loans (Creditas Benefits)
- Salary advance (Creditas Benefits)
- Discounts on insurance (Minuto Seguros)
- Access to exclusive financial education content on the Creditas app
- PPR: profit-sharing program
- Educational and development incentives
- Flexible work model
- Free bike parking at the office
- Partnered parking at the office (subject to internal availability)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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