Caixa Vida e Previdência

General

• Support the consolidation, analysis, and updating of department metrics, including participation, training hours, satisfaction, and investment
• Assist with payment processes and controls, including tracking invoices, recording transactions, verification, and budget control
• Support the management of internship and apprenticeship programs, including contract, documentation, deadline, and evaluation tracking, as well as coordination with educational institutions and integration agencies
• Participate in the organization and delivery of onboarding for new employees, supporting logistics, materials, and monitoring the onboarding experience

Corporate Learning Intern

Compliance

• Oversee quality control and manage the delivery of the Compliance project portfolio
• Monitor, ensure quality, and report Compliance incidents
• Lead cross-functional innovation and transformation initiatives in Compliance processes
• Monitor the lifecycle of findings related to Compliance matters
• Develop, lead, monitor, and report on the results of the annual Compliance awareness program
• Prepare mandatory annual Compliance reports
• Support internal audits, control cycles, and regulatory inspections

Compliance Specialist

Business Intelligence Developer

• Analyze and validate commission data
• Create and maintain dashboards and KPIs in Power BI
• Collaborate with various business and technology teams
• Analyze, create, and query SQL Server scripts
• Support auditors and internal and external clients
• Provide management with analytical insights
• Propose process improvements

Business Intelligence Analyst I

Operations

• Assess low- and medium-complexity legal claims and support the analysis of matters of intermediate and high complexity
• Locate and analyze documents evidencing the contractual relationship and the customer relationship history throughout the term of the contract
• Engage the responsible departments to clarify facts alleged in legal proceedings and follow up on requests until all necessary information has been received
• Prepare legal opinions and case dossiers to support the handling of legal proceedings
• Ensure that all allegations presented by the plaintiff are fully clarified
• Monitor the case-support process with the partner law firm through final approval of the dossier
• Identify cases and propose improvements to operational processes

Junior Legal Operations Analyst

Analyst

• Analyze, research, and monitor commercial performance indicators
• Prepare reports, analyses, and research to provide visibility into and predictability of the sales, cancellations, retention, and other commercial processes
• Create and present sales reports for the commercial team and company executives, providing insights and driving strategic action
• Design and implement incentive strategies and sales promotion programs in collaboration with the team
• Develop and support the team in creating lists of commercial initiatives and actions to improve results
• Lead tactical and strategic projects for the Commercial Division, implementing initiatives to improve performance and increase commercial efficiency
• Support leadership in developing the team and the department’s analyses and projects

Commercial Planning Analyst, Persons with Disabilities

• Conduct analyses, research, and ongoing monitoring of commercial performance indicators
• Develop and maintain dashboards, reports, and interactive visualizations to provide visibility and predictability into the sales, cancellations, retention, and other commercial processes
• Identify patterns, trends, and business opportunities from data, supporting strategic decision-making
• Partner with business teams to understand needs, formulate hypotheses, and deliver customized analytical solutions
• Automate data collection, processing, and analysis workflows
• Create and present sales reports for the commercial team and executives, providing insights and driving tactical actions
• Design and execute incentive strategies and sales promotion programs
• Develop and support the team in creating lists of commercial initiatives and actions to drive results
• Lead tactical and strategic projects for the Commercial division
• Create dashboards to monitor campaigns, commercial initiatives, and area KPIs
• Provide back-office support to commercial managers and consultants
• Support leadership in developing the team and advancing the area’s analyses and projects

Commercial Planning Analyst – Senior

• Receive, analyze, and handle cases submitted to the Ombudsman’s Office, ensuring compliance with applicable deadlines and regulations
• Prepare clear, well-supported responses to customers, with a focus on quality and customer satisfaction
• Liaise with internal departments to obtain information and resolve requests
• Handle cases submitted by consumer protection agencies and external channels
• Monitor regulatory and operational deadlines for cases under your responsibility
• Identify opportunities to improve processes, products, and customer journeys based on customer feedback
• Support the preparation of reports, metrics, and departmental controls
• Help promote a customer-focused culture and the continuous improvement of services
• Operate in compliance with internal policies and applicable regulations

Junior Ombudsman Analyst

Customer Support

• Perform lower-complexity operational activities within the department
• Deliver training sessions for customer service centers
• Monitor the performance tracking of the customer service center provider
• Audit customer interactions to ensure process compliance
• Open incident tickets
• Manage and execute access procedures with service providers
• Provide support on process-related questions from service providers
• Participate in calibration forums for customer interactions handled by the service provider