Insurance Technician IV – Administrative

Jobtailor; Lucas do Rio Verde; Presencial; BRL 54 000 - 86 000; Tempo integral

Resumo da oferta

Jobtailor is looking for a diligent Customer Service & Administrative Associate to support branch clients in Lucas do Rio Verde. The role focuses on delivering excellent service, handling policies, and coordinating with business units and finance teams.

You will process policy changes, invoices, and maintenance while supporting internal initiatives and events. Strong communication and organizational skills are essential for timely resolutions.

Qualificações

• Bachelor’s degree or equivalent higher education qualification.
• Customer service experience preferred.
• Knowledge of the insurance industry is a plus.

Responsabilidades

• Provide excellent customer service for branch clients in person and virtually.
• Serve as liaison between Business Units, local financial management, and People & Management support.
• Process and issue policies through the system and handle changes and maintenance.
• Enter and monitor purchase requisitions and invoices for payment.
• Open and monitor branch infrastructure tickets and general maintenance requests.
• Support internal initiatives and events for employees.
• Triage requests and route to Health/Dental and Transportation departments.
• Monitor BU response deadlines to ensure timely resolutions.
• Identify overdue customers and assist BU teams in monitoring.

Conhecimentos

Customer Service

Communication Skills

Operational Efficiency

Administrative Process Management

Formação académica

Bachelor’s Degree

Descrição da oferta de emprego

• Ensure excellent customer service for branch clients and operational efficiency across administrative processes.


• Serve as a facilitating liaison between the Business Units, local financial management, and People & Management support.


• Issue, register, and send policies through the system.


• Process necessary policy changes and maintenance.


• Provide the initial in-person and virtual customer service for branch clients.


• Assist with identifying and monitoring overdue customers.


• Provide support to the Business Units (BUs).


• Triage and route customer requests to the Health/Dental and Transportation departments.


• Monitor BU response deadlines to ensure prompt resolutions.


• Enter and monitor purchase requisitions and invoices for payment.


• Open and monitor general maintenance and branch infrastructure tickets.


• Support the organization, communication, and execution of internal initiatives and events for employees.

Requirements

• Bachelor’s degree or equivalent higher education qualification.


• Customer service experience preferred.


• Knowledge of the insurance industry is a plus.

Core Competencies

Demonstrates strong customer service capabilities while ensuring operational efficiency in administrative processes. Proficient in managing communications and support between business units and clients, with a focus on timely resolutions and internal initiatives.

Highest-signal resume keywords

• Customer Service Experience


• Insurance Industry Knowledge


• Administrative Process Management


• Communication Skills


• Operational Efficiency

Soft Skills

• Interpersonal Skills


• Organizational Skills

Certifications & Qualifications

• Bachelor’s Degree

Industry Keywords

• Branch Clients


• Policy Changes


• Purchase Requisitions


• Invoices


• Health/Dental


• Transportation


• Overdue Customers


• Internal Initiatives


• General Maintenance


• Infrastructure Tickets