Agente de seguros
On-site
Core
Manage client insurance requests, coordinate with internal teams for personalized proposals, analyze client needs, and recommend suitable products.
Role type
insurance agent
Builds
personalized insurance proposals
Domain
financial services / insurance
Deliverable
client delivery
Required skills
insurance product knowledge, client needs analysis, proposal coordination, record management
Preferred skills
ability to work remotely or in-person, effective communication, teamwork
Responsibilities
manage client insurance requests, coordinate with internal teams for proposals, analyze client needs and recommend products, maintain updated policy records