Analyze life insurance products and validate partner requests for a leading Brazilian insurance company. Collaborate with teams to enhance product offerings and ensure compliance with regulations.
Responsibilities
Validate partner requests, recording and maintaining the evidence history for each request to ensure all contractual requirements can be met by the product.
Analyze and design test scenarios for projects, ensuring the quality and effectiveness of implemented solutions and contributing to the success of improvement initiatives.
Log and track correction requests for products, processes, and quote engines, monitoring deliveries and statuses in follow-up meetings to ensure issues are resolved within established deadlines.
Assist in contract validation, ensuring all steps are correctly completed in collaboration with relevant stakeholders to guarantee compliance with contractual requirements.
Source quotes for assistance services and capitalization products from partners, ensuring the options offered meet client needs and provide advantageous solutions.
Contribute to identifying new business opportunities with partners, seeking strategies that strengthen partnerships and expand the company’s product offering.
Review circulars and regulations to identify necessary adjustments to products and processes, ensuring products and operations remain compliant with current legislation and general conditions.
Implement product campaign plans, coordinating actions with impacted areas and ensuring deadlines and objectives are met, focusing on efficient execution and planned results.
Ensure all product materials are kept up to date, reflecting the latest information and changes in terms and conditions so the commercial team has accurate information.
Conduct regular market research to analyze competitors and identify trends and opportunities for product improvements, contributing to the evolution of the offering and the company’s competitiveness.
Evaluate quotation requests related to affinity programs, considering product characteristics (coverages and assistance services), and accurately complete the policy implementation spreadsheet to ensure client specifications are met.
Create detailed commercial proposals and validate all pre-sales and post-sales documents, ensuring accuracy and compliance with client needs and internal company policies.
Requirements
Experience with insurance products.
Knowledge of the complete product lifecycle (general conditions, interpretation, covered risks, excluded risks, etc.).
Intermediate English.
Preferred: Knowledge of personal insurance and marketing.
Availability to work in a hybrid model (3 days in the office and 2 days remote).
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