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Commercial Assistant I
Alper Seguros. Proactively contact the customer portfolio, following planned routes and established service scripts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills in managing customer appointments and schedules while ensuring data integrity in systems. Provides operational support and training to enhance team efficiency and optimize business opportunities.
Highest-signal resume keywords
Customer Portfolio ManagementAppointment SchedulingData Integrity ManagementOperational SupportMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Proactive CommunicationTeam CollaborationPerformance Tracking
Tools & Technologies
Google CalendarJustech
Certifications & Qualifications
High School Diploma
Industry Keywords
Sales SupportBusiness OptimizationWorkflow Efficiency
About the role
Key responsibilities & impact- Proactively contact the customer portfolio, following planned routes and established service scripts
- Schedule virtual meetings, ensuring the commercial calendar is properly organized
- Manage visit cancellations by promptly informing consultants and the team and rescheduling dates
- Track and manage personal performance indicators related to appointments, analyses, sales, and follow-ups
- Record and update the visit schedule on management platforms and the corporate Google and Justech calendars
- Register policyholders and members in the current systems, ensuring data integrity
- Serve as a technical reference in supporting the training of new employees, providing guidance on operational practices and workflows
- Ensure the efficiency of the appointment workflow and provide operational support to the sales force
- Contribute to optimizing business opportunities and streamlining commercial routines
Requirements
What you’ll need- High school diploma
- Microsoft Office proficiency
- Availability to work in a hybrid model
Benefits
Comp & perks- Medical and dental insurance covered by Bradesco Seguros
- Meal or food allowance via a flexible benefits card
- Transportation allowance
- Profit-sharing bonus
- TotalPass: Plans with leading gyms at exclusive rates
- Life insurance
- Partnerships with language schools, colleges, and various educational courses
- Discounts on personal insurance for you, your parents, children, and spouse
- Childcare assistance and programs supporting the health of mothers and babies
- Insurance Professionals’ Day holiday
- Ongoing professional development opportunities
- Inclusive and diverse work environment