About this role
Sales Operations Analyst
Regular Employment
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Location
Sao Paulo, Sao Paulo, BR
Are you passionate about driving business excellence through operational efficiency? Join our dynamic Latin America Life and Health team where you'll play a pivotal role in connecting multiple business functions and ensuring seamless end-to-end processes. This exciting opportunity offers you the chance to make a direct impact on productivity, process efficiency, and profitability in a global, collaborative environment.
About the Role
As a Sales Operations Analyst, you'll be the crucial link that supports our Latin America Life and Health business portfolio from origination to execution. You'll coordinate with multiple functions including Sales, Underwriting, Contracts, Actuarial, and Finance, ensuring smooth operations across our complex reinsurance processes.
Key Responsibilities:
Provide strategic support to Latin America L&H Client Managers for non-client facing activities, including pipeline and KPI reporting and analysis
Manage the complete deal lifecycle from Quote to Treaty, ensuring accurate and timely data entry into Life and Health processing systems
Represent Sales Operations in meetings where business and technical processes are discussed, following up on outstanding items
Lead User Acceptance Testing as the Latin American representative, working closely with system development teams
Ensure compliance with external & internal audit requirements by following L&H guideline processes and organizational Governance and Risk Management
Contribute to process improvements and participate in L&H training and projects.
Additionally, you will participate in projects and special tasks, provide training and assistance to team members, and identify root causes and failure analysis of workflows.
About the Team
The Sales Operations Latin America team for Life & Health is a multinational, dynamic, and engaged global group that coordinates the end-to-end process for the Latin America Life and Health business portfolio. Our team works across multiple functions of the business, serving as the crucial connection point between Sales, Underwriting, Contracts, Actuarial, Valuation, Pricing, Claims, Finance, Business Administration, and IT. We're committed to driving productivity, process efficiency, and accuracy throughout the business lifecycle.
About you
You're a detail-oriented professional who can also see the bigger picture. With strong interpersonal skills, you thrive when interacting with various functional areas and levels of the organization. You apply common sense and judgment to make independent decisions, and your excellent written communication skills help document processes and control documents. You're technically savvy and ready to integrate business tools for effective solutions.
We are looking for candidates who meet these requirements:
Bachelor's degree or equivalent experience;
Re/insurance knowledge and experience in the industry (Life & Health specific knowledge is a plus)
Strong technical skills including proficiency with Excel, Word, PowerPoint, PowerBI, Teams, and Outlook
Fluency in English and proficiency in Spanish
Proven analytical thinking abilities with strong reading comprehension skills
Experience collaborating with internal stakeholders and addressing challenges from their perspective
Excellent organizational skills with ability to work effectively under tight deadlines
Self-motivated with ability to execute both independently and in a team environment
Problem-solving mindset with accountability and adaptability to changing tasks and priorities
Openness to new ideas and solutions with willingness to transfer knowledge to colleagues
Proactive attitude in assisting others and seeking opportunities to help colleagues
Initiative to seek new knowledge and question current processes for improvements
Availability to work in a hybrid work model - in the office at least three days per week.
Make an impact
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