Sales Operations Analyst

Swiss Re; São Paulo; Hybrid; BRL 90,000 - 130,000; Full time

Job summary

Swiss Re's Latin America Life and Health team seeks a Sales Operations Analyst to connect Sales, Underwriting, Contracts, Actuarial and Finance, driving end-to-end processes from origination to execution.

You will support client managers, lead testing, ensure audits, and contribute to process improvements with English and Spanish fluency, in a hybrid schedule requiring in-office presence at least three days per week.

Qualifications

• Bachelor's degree or equivalent experience.
• Re/insurance knowledge and experience in Life & Health is a plus.
• Strong technical skills with Excel, Word, PowerPoint, PowerBI, Teams, and Outlook.
• Fluency in English and proficiency in Spanish.
• Proven analytical thinking abilities and strong reading comprehension.

Responsibilities

• Provide strategic support to Latin America L&H Client Managers for non-client facing activities, including pipeline and KPI reporting and analysis.
• Manage the complete deal lifecycle from Quote to Treaty with accurate data entry into Life and Health systems.
• Represent Sales Operations in meetings, following up on outstanding items.
• Lead User Acceptance Testing as the Latin American representative with system teams.
• Ensure compliance with external and internal audit requirements by following L&H guidelines.
• Contribute to process improvements and participate in L&H training and projects.
• Participate in projects and special tasks, provide training and assistance to team members, and identify root causes.

Skills

Analytical thinking

English fluency

Spanish proficiency

Stakeholder collaboration

Organizational skills

Self-motivation

Problem-solving mindset

Proactive attitude

Education

Bachelor's degree or equivalent

Tools

Excel

Word

PowerPoint

PowerBI

Teams

Outlook

Job description

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Are you passionate about driving business excellence through operational efficiency? Join our dynamic Latin America Life and Health team where you'll play a pivotal role in connecting multiple business functions and ensuring seamless end-to-end processes. This exciting opportunity offers you the chance to make a direct impact on productivity, process efficiency, and profitability in a global, collaborative environment.

About the Role

As a Sales Operations Analyst, you'll be the crucial link that supports our Latin America Life and Health business portfolio from origination to execution. You'll coordinate with multiple functions including Sales, Underwriting, Contracts, Actuarial, and Finance, ensuring smooth operations across our complex reinsurance processes.

Key Responsibilities:

• Provide strategic support to Latin America L&H Client Managers for non-client facing activities, including pipeline and KPI reporting and analysis
• Manage the complete deal lifecycle from Quote to Treaty, ensuring accurate and timely data entry into Life and Health processing systems
• Represent Sales Operations in meetings where business and technical processes are discussed, following up on outstanding items
• Lead User Acceptance Testing as the Latin American representative, working closely with system development teams
• Ensure compliance with external & internal audit requirements by following L&H guideline processes and organizational Governance and Risk Management
• Contribute to process improvements and participate in L&H training and projects.
• Additionally, you will participate in projects and special tasks, provide training and assistance to team members, and identify root causes and failure analysis of workflows.

About the Team

The Sales Operations Latin America team for Life & Health is a multinational, dynamic, and engaged global group that coordinates the end-to-end process for the Latin America Life and Health business portfolio. Our team works across multiple functions of the business, serving as the crucial connection point between Sales, Underwriting, Contracts, Actuarial, Valuation, Pricing, Claims, Finance, Business Administration, and IT. We're committed to driving productivity, process efficiency, and accuracy throughout the business lifecycle.

About you

You're a detail-oriented professional who can also see the bigger picture. With strong interpersonal skills, you thrive when interacting with various functional areas and levels of the organization. You apply common sense and judgment to make independent decisions, and your excellent written communication skills help document processes and control documents. You're technically savvy and ready to integrate business tools for effective solutions.

We are looking for candidates who meet these requirements:

• Bachelor's degree or equivalent experience;
• Re/insurance knowledge and experience in the industry (Life & Health specific knowledge is a plus)
• Strong technical skills including proficiency with Excel, Word, PowerPoint, PowerBI, Teams, and Outlook
• Fluency in English and proficiency in Spanish
• Proven analytical thinking abilities with strong reading comprehension skills
• Experience collaborating with internal stakeholders and addressing challenges from their perspective
• Excellent organizational skills with ability to work effectively under tight deadlines
• Self-motivated with ability to execute both independently and in a team environment
• Problem-solving mindset with accountability and adaptability to changing tasks and priorities
• Openness to new ideas and solutions with willingness to transfer knowledge to colleagues
• Proactive attitude in assisting others and seeking opportunities to help colleagues
• Initiative to seek new knowledge and question current processes for improvements
• Availability to work in a hybrid work model - in the office at least three days per week.

Job Segment:

Operations Manager, Accounting, Actuarial, Internal Audit, Operations, Finance, Insurance