Espec Patri Seguros
Core
Specializes in insurance products, ensuring customer satisfaction and quality of service through in-person agency visits and personalized protection strategies.
Role type
Specialist Insurance Consultant (IC)
Builds
Personalized insurance and consortium proposals for clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Insurance product knowledge, Office Suite proficiency, client relationship management, in-person client engagement, proposal structuring
Responsibilities
Serve as a reference in insurance topics; ensure quality and satisfaction in insurance-related customer service; conduct in-person client visits at Santander agencies; contribute to business growth through excellent service; create personalized protection strategies; develop long-term client relationships; structure personalized insurance and consortium proposals.