• Insurance quotations; • CRM platforms; • Proactive calls to customers (internal and external); • Submission of proposals to insurers; • Receipt and forwarding of policies and payment slips (boletos); • Monitoring and collection of commissions (insurer x broker x dealership); • Renewal process; • Tracking of payments; • Portfolio renewals; • Claims follow-up; • Opening and tracking of tickets, service requests and claims, with feedback to clients.

• Prospecting and building relationships with clients • Financial diagnostics and needs analysis • Marketing and selling financial and insurance solutions • Managing and expanding a client portfolio • Consultative approach with a long-term focus

• Prospecting and building client relationships • Financial diagnosis and needs analysis • Selling financial and insurance solutions • Managing and expanding the client portfolio • Consultative approach with a long-term focus

• Develop and maintain program financial baselines including budgets, forecasts, and cost estimates, and Estimate-At-Completes (EACs) to meet contractual/project requirements for assigned programs • Monitor and analyze program costs, revenue, and profitability against established budgets and forecasts. • Prepare regular financial reports for internal management and external customers, including variance analysis and corrective action recommendations. • Support program managers in developing Estimates at Completion (EACs) and ensuring cost and schedule alignment. • Track and forecast labor, material, and overhead costs to identify trends and potential risks. • Assist in the preparation of proposals and pricing, ensuring alignment with company financial policies and cost structures. • Ensure compliance with internal controls, government accounting standards (if applicable), and company financial procedures. • Coordinate with accounting, contracts, and operations to ensure accurate billing, revenue recognition, and funding status. • Support monthly and quarterly financial reviews, audits, and reporting requirements. • Identify opportunities for process improvements in financial reporting and program controls. • Provide mentorship to jr. level members of the team. • Perform other duties as assigned.