Managed quotes, issuances, and policy updates across multiple insurance carriers for three advisors. Handled policy reconciliations and high-volume administrative workflows with speed and precision. Provided seamless client support while organizing daily operational processes.

Management of inquiries and requests through digital channels, ensuring the registration and documentation of interactions. Preparation of management reports and documentary follow-up of orders and sales closings. Database management and information control for commercial performance analysis.

Classification, validation, and control of documents related to credit and housing subsidy applications. Organization and updating of physical and digital files, ensuring traceability and compliance with internal regulations. Document analysis to determine the viability of applications and support decision-making processes. Attention to affiliates, providing guidance on required documentation preparation and ensuring accuracy in information registration. Confidential handling of personal data in accordance with information protection policies.

Reception, verification, and registration of documents required for opening financial products and insurance. Support in the digitalization and archiving of documentation according to internal protocols. Guidance to customers on the use of digital channels for document self-management.