Sales Assistant - Porto Store I Via Directa

• Welcome, assist, and advise/ clarify customer questions regarding products, services, and the sales process;
• Contribute to the management of the insurance portfolio and monitor its evolution, also intervening proactively in cross-selling, up-selling, and retention actions, being able, in some channels, to develop regular prospecting and acquisition actions for new Customers;
• Administratively manage policies regarding issuance, alteration, and cancellation processes;
• Manage, respond to, or forward claim reports/complaints or requests for clarification presented by Customers, through direct resolution or the support of the respective competent areas;
• Provide administrative support to payment and receipt processes;
• Ensure coordination with other areas of the Organization, in order to submit proposals not within the underwriting delegation of authority level and ensure compliance with current operational procedures, promoting continuous process improvement;
• Collect and process data and support the production of management support information;
• Execute administrative tasks inherent to their scope of action, applying pre-defined norms, techniques, and procedures;
• Support the operational management of the areas they belong to, according to the applicable scope of action;
• Driving the Fidelidade - CGD protocol, boosting the growth of Fidelidade customers who are CGD employees;
• Welcome, assist, and advise customers, promoting and selling the Company's products and services through proactive engagement with them;
• Develop and implement the customer acquisition and retention strategy, present solutions, and seek to finalize the sale;
• Boost cross-selling and up-selling by maximizing portfolio profitability;
• Handling customer requests and complaints, resolving them or forwarding them to the respective services;
• Administrative management of policies according to current procedures, in close coordination with the backoffice area.

IF YOU ARE SOMEONE WHO HAS...

• Academic background;
• Knowledge of the Insurance sector is preferred;
• Knowledge / experience with Microsoft Office;
• Good knowledge of the English language;
• Customer orientation;
• A liking for the commercial area;
• Good communication, interpersonal relationship, and teamwork skills
• Initiative and critical thinking
• Planning, organization, adaptation, and flexibility skills.

THEN YOU ARE THE ONE WE ARE LOOKING FOR!

Send us your CV.