Key skills
Collaboration
About this role
Role Overview
- Perform all operational movements of insurable and non-insurable benefits (enrollment, removal, change, upgrade and/or plan extension) using the portals and/or systems of carriers and/or insurers, to ensure correct processing.
- Process the billing kit using the portals and/or systems of carriers and/or insurers, in order to deliver it to the client in an organized and secure manner.
- Verify invoices by checking all data and information contained in the Billing Kit files to ensure that all recorded movements have been processed correctly.
- Review all received documents by identifying contradictory data and/or information, gaps, errors, incorrect numbers and documents, and outdated information, in order to safeguard against problems that could cause losses for the business and/or client.
- Maintain control records of all movements performed by completing required data and information to ensure effective monitoring of actions taken.
- Provide empathetic, customer-focused service by treating clients attentively, based on dialogue and understanding their needs, in order to clarify doubts and provide necessary information regarding the billing and/or cost-allocation process.
- Evaluate dependents who reach legal age (Monthly Billing Report and Insurers' Registration Status) by analyzing reports issued by carriers and/or insurers, in order to process removals due to age-limit (coming of age).
- Identify opportunities for improvement by mapping processes during execution, applying procedures and workflows, in order to suggest actions that enable continuous improvement in operational performance.
- Perform other related professional activities inherent to the position as required by the area and/or demand, through training, professional qualification and guidance from the immediate supervisor, in order to ensure continuous professional development.
Requirements
- Bachelor's degree in Administration, Human Resources Management or related fields
- Basic knowledge of Excel
- Experience in the insurance area with operational processes for health, dental and life products
- Customer-focused mindset, professionalism, collaboration, innovation, organization, analytical ability and resilience
Benefits
- Meal and/or food allowance
- Transportation allowance
- Profit-sharing (PLR)
- Wellz
- Wellhub
- Day off
- Apoio Pass for you and your dependents
- Discounts on personal insurance purchases such as auto, life, home, travel and others