Regional Insurance Portfolio Manager

Há 2 dias


São Paulo, São Paulo, Brasil Caterpillar Financial Services Corporation Tempo inteiro
About the Role

Caterpillar Financial Services Corporation is seeking a skilled Regional Insurance Portfolio Manager to join our team. As a key member of our organization, you will be responsible for driving growth and profitability in our Energy & Transportation (E&T) industries and Cat dealer territories.

Key Responsibilities
  • Advising and Consulting: Provide expert advice to Cat dealers and E&T customers on Extended Service Coverage (ESC) programs and risk management products, ensuring they meet their unique needs.
  • Relationship Building: Foster strong relationships with customers and dealers, resolving inquiries and achieving high satisfaction survey scores.
  • Market Analysis and Development: Participate in market research and analysis to identify opportunities for growth and develop strategies to capitalize on them.
  • Product Development and Support: Collaborate with Underwriting and Actuarial departments to develop and implement ESC programs and products, ensuring robust pricing, risk validation, enrollment, and documentation processes.
  • Business Development and Sales: Serve as a sales representative for CFIS assigned product lines in the assigned territory or Caterpillar division, providing requisite support to Underwriting Department to meet customer requirements and local market conditions.
  • Performance Metrics and Reporting: Establish and manage metric-based processes and reporting to enable effective measurement and management of each program, providing regular updates to HQ management on customer satisfaction and engagement, financial results, market penetration, and sales forecasting.
Requirements
  • A 4-year college or university degree and a minimum of 5 years exempt experience in insurance, marketing, and/or sales is recommended.
  • Property & Casualty insurance is preferred.
  • Spanish and English Bilingual required.
Preferred Qualifications
  • Demonstrated ability to define insurance markets and recommend insurance solutions.
  • Advanced knowledge in Caterpillar & insurance products, managing insurance products, their applications, and their markets.
What We Offer
  • Medical plan
  • Psychological, Legal, Social and Finance Support Program
  • Profit share
  • Meal assistance
  • Christmas basket
  • Life and personal insurance
  • Extended maternity and paternity leave
  • Employee resources group (Young Professional, Women in Networking, LAMBDA (LGBTQIA+), Latin Group and Active in Sport)


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