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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong commercial acumen with a focus on relationship management, business development, and data analysis. Proficient in utilizing business tools for problem-solving and supporting partner growth in the insurance or credit union sectors.
Highest-signal resume keywords
Business DevelopmentRelationship ManagementData AnalysisMicrosoft ExcelSalesforce
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AdministrationCommercial ManagementMarketingEconomicsData AnalysisBroker TrainingSales ForecastingOpportunity ManagementPipeline ManagementVisit Tracking
Soft Skills
Personalized ServiceProblem SolvingCommunication
Tools & Technologies
Microsoft PowerPointPower BIArtificial Intelligence ToolsAnalytics PlatformsCRM Platforms
Industry Keywords
InsuranceCredit UnionsCommercial VisitsBusiness OpportunitiesBroker Portfolio
About the role
Key responsibilities & impact- Provide commercial support to partners of the Vitória branch, ensuring effective and personalized service
- Prospect new accounts by identifying business opportunities and expanding the partner base
- Manage the broker portfolio, ensuring the development and maintenance of strong, profitable relationships
- Analyze data and information available in business tools to resolve problems and support activities
- Assist with broker training and development
- Conduct commercial visits and business trips focused on expanding the region’s business base
Requirements
What you’ll need- Completed degree in Business Administration, Commercial Management, Marketing, Communications, Economics, or a related field
- Previous experience with insurance companies or credit unions
- Valid driver’s license and own vehicle for business travel and commercial visits
- Intermediate proficiency in Microsoft Excel
- Intermediate proficiency in Microsoft PowerPoint
- Reside in Greater Vitória or nearby areas
- Preferred: experience with Power BI, artificial intelligence tools, or analytics platforms
- Preferred: familiarity with Salesforce or other CRM platforms, including pipeline management, visit tracking, opportunity management, and sales forecasting
Benefits
Comp & perks- Meal voucher
- Food allowance
- 13th-month food basket benefit
- Medical insurance (Omint or Unimed)
- Dental insurance
- Pharmacy benefit
- Private pension plan
- Life insurance
- Personal accident insurance
- Funeral assistance
- Profit-sharing and results-based bonus
- Flexible working hours
- Health and well-being program
- Discounts on Allianz products and fleet vehicles, plus benefits when purchasing company shares
- Career Development and Recognition Programs
- BeneFlex, a flexible benefits program
