Customer Support Assistant

About the job

We are seeking a proactive, organized, and detail-oriented Customer Support Specialist to support a US-based insurance agency.

The role focuses on client onboarding, customer communication, and maintaining accurate client records and follow-ups in the CRM. You will help keep client documentation and outstanding requirements organized while providing professional, responsive customer support.

You will also support sales administration and daily operations, including managing the owner's calendar, appointments, and scheduling.

Key Responsibilities

• Manage new-client onboarding, including welcome communications and policy documentation.
• Handle inbound client calls and emails professionally, escalating complex issues when necessary.
• Follow up with clients on missing documents and outstanding requirements.
• Maintain accurate client records, update CRM systems, and track follow-ups to keep client information and pending items organized.
• Conduct quarterly client check-ins and request customer reviews.
• Support sales administration, including recording closed sales.
• Provide administrative support to the owner by managing their calendar, appointments, and scheduling.
• Identify opportunities to improve administrative workflows and processes.

Requirements

• Excellent spoken and written English, with confidence communicating with US-based clients.
• Strong organizational, multitasking, and communication skills.
• Proficiency with Microsoft Office, CRM platforms, and digital tools.
• Accurate data entry and document management skills.
• A proactive, detail-oriented, and adaptable approach, with the ability to work independently.
• Professionalism and discretion when handling confidential information.
• Willingness to learn new systems and processes.

Preferred Qualifications

• Experience in customer service, client relationship management, administrative support, or sales support.
• Previous CRM experience.
• Insurance industry knowledge is a plus but is not required; training will be provided.

Additional Information

Background check: Required.

Expected start date: Mid-November to December 2026.

Compensation and benefits: To be confirmed.

Working hours: Monday through Friday, from 2:00 PM to 6:00 PM (BRT).

Work arrangement: Hybrid, with our office located in downtown Curitiba, near Sesc Centro.