GDS Solutions service provider- Responsible for operational demands, post/pre-sales of Life and Dental insurance;- Mediation and direct contact with brokers, consultants and partners;- Identification of points for improvement;- Focus and improvement in processes, for automation and autonomy with brokers;- SLA control;- Relationship and actions with internal areas;- Broker support, whether by phone or email;- Work on mapping requests received via email;- Follow-up on requests received;

- Customer service via phone and email (Outlook) in pre-sales and after-sales- Quotation of products in the niches of life insurance, private pension, savings bond and property and casualty in insurance platforms.- Opening and monitoring accident processes (auto and RE)-Financial Dashboard formatting for the brokerage finance sector.- Elaboration of Presentation of the quoted products to the customer via Power Point- Customer presentation by email (Outlook), phone and video call (Google Meet)- Implementation of policies in the niches of life insurance, pension and property and casualty insuranceon insurance platforms.- Formatting customer welcome letters by Word.- Registration of the company's customers on the SGCOR platform.- Sending monthly payment slips to the company's individual and corporate clients.- Delinquency collection from the company's customers by telephone and e-mail (Outlook).- Operational process of policies, such as inclusion of insured, exclusion of insured and registration change in insurers.- Formatting of demand control spreadsheets and customer information by Excel.- Creation of demand control spreadsheets and customer information by Excel.- Creation of Financial Dashboard for the brokerage finance sector.

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- Customer service via phone and email (Outlook) in pre-sales and after-sales- Quotation of products in the health and dental insurance niches on the operators' platforms and onB2Cor platform.- Implementation of policies in health plan niches on operators' platforms.- Registration of the company's clients on the SIVCOR platform.- Operational process of policies, such as inclusion of insured, exclusion of insured, request forclaims and cadastral alteration in the operators.- Sending monthly invoices to the company's PF and PJ clients.- Formatting of demand control spreadsheets and customer information by Excel.

- Customer service via phone and email (SIGB - Company Platform) in pre-sales and after-sales- Records of the company's customers on the company's platform (SIGB).- Operational process of health and dental plan policies, such as inclusion of insured,policyholder exclusion, claims request and registration change on the company's platform (SIGB) andon operator platforms.- Send monthly payment slips to the company's individual and corporate clients by the company's platform (SIGB).- Formatting demand control spreadsheets and customer information by Excel.- Refund request via the company's platform (SIGB) and operators' platforms.- Elaboration and sending of invoices to the company's clients.- Elaboration and sending of health and dental plan cards by Post Office.- Follow-up of delivery of health and dental plan cards by Post Office.

- Customer service via phone and email (SIGB - Company Platform) in pre-sales and after-sales- Records of the company's customers on the company's platform (SIGB).- Operational process of health and dental plan policies, such as inclusion of insured,policyholder exclusion, claims request and registration change on the company's platform (SIGB) andon operator platforms.- Send monthly payment slips to the company's individual and corporate clients via the company's platform (SIGB).- Formatting demand control spreadsheets and customer information via Excel.- Refund request via the company's platform (SIGB) and operators' platforms.- Elaboration and sending of invoices to the company's clients.- Elaboration and sending of health and dental plan cards via Post Office.- Follow-up of delivery of health and dental plan cards via Post Office.

- Checking invoices and issuing invoices.