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Customer Experience Analyst

Efetivo

Futuro Corp

A FUTURO Corp é um ecossistema focado em transformar o mercado de planejamento financeiro.

Já somamos milhões em economia de juros, bilhões em investimentos e milhares de vidas transformadas — e estamos apenas no começo da nossa missão.

Buscamos uma pessoa organizada, proativa e comunicativa para atuar no suporte operacional de um Planejador Financeiro, conectando as demandas do Planejador, seguradoras parceiras (B2B) e clientes finais (B2C).

Suas principais responsabilidades:

Gerenciar a agenda do Planejador, confirmando reuniões e organizando remarcações; Registrar diariamente compromissos e contratos no Oráculo (CRM); Criar e emitir propostas de previdência privada e seguros (vida e veículo) nos portais das seguradoras parceiras; Acompanhar assinaturas mensais e identificar possíveis inadimplências; Prestar suporte aos clientes em acessos, cancelamentos, boletos e pendências; Atender clientes e equipe via WhatsApp Business, e-mail e Oráculo, garantindo agilidade dentro do horário comercial.

O que buscamos:

Experiência com atendimento ao cliente e rotinas administrativas/operacionais; Excelente comunicação escrita em português; Domínio de WhatsApp Business, Google Agenda, Gmail e Google Planilhas; Facilidade para aprender e utilizar novos sistemas, como CRMs e portais de seguradoras; Organização, atenção aos detalhes e senso de urgência.

Diferencial: formação completa ou em andamento em Administração, Gestão Comercial, Secretariado, Marketing ou áreas correlatas.

Nosso processo seletivo:

Triagem; Entrevista com R&S; Teste técnico; Entrevista final com o gestor.

Candidate-se: envie seu currículo atualizado para Ver o e-mail no br.adjoob.com com o assunto “Customer Experience Analyst | LinkedIn”.

Vaga publicada há 1 dia atrás
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