Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Financial Lines Analyst responsible for analyzing complex insurance processes. Joining MDS Group, a leading insurance brokerage in Brazil.
Responsibilities
- Provide service to clients with high-complexity financial risks (Financial Lines insurance) via telephone and/or digital tools, ensuring each client is assisted promptly and accurately with their inquiries.
- Prepare quotes, monitor processes, issue and send proposals/policies through market research to identify the best options and pricing that fully meet the client’s needs.
- Present detailed descriptions of the product’s characteristics, features and technical requirements to clients through in-person meetings and/or digital tools, clarifying coverage, exclusions, applicability, claims cases, etc., for Financial Lines insurance.
- Maintain policy records using systems and digital tools to ensure the commission reconciliation process is organized and secure.
- Collect outstanding premium amounts via telephone and/or digital tools to ensure all payments are duly received.
- Act as a trainer and/or point of reference for other team members by providing training and guidance so everyone can make optimal use of applications and work tools in pursuit of results.
- Perform other related duties inherent to the role as required by the area’s needs, through training, professional development and guidance from the immediate supervisor, to ensure continuous professional growth.
Requirements
- Bachelor’s degree in Business Administration, Law or related fields
- Advanced knowledge of Microsoft Office suite
- Professional experience placing Surety, D&O, E&O and Cyber insurance
- Customer focus, professionalism, collaboration, innovation, logical reasoning, business acumen, decision-making and technical leadership.
Benefits
- Health and Dental Plan
- Life Insurance
- Meal and/or Food Voucher
- Transportation Voucher
- Profit Sharing (PLR)
- Gympass
- Day off
- Apoio Pass for you and your dependents
- Discounts on personal insurance purchases such as auto, life, home, travel, and others.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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