Junior Operations Analyst

Role Overview

• Perform all operational activities related to movements of insurable and non-insurable benefits (additions, removals, changes, upgrades and/or plan extensions) using carriers' and insurers' portals and systems to ensure correct processing.
• Process billing kit entries using carriers' and insurers' portals and systems in order to prepare and send documentation 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 transactions have been processed correctly.
• Review all received documents to identify contradictory data, gaps, errors, incorrect numbers or documents, and outdated information in order to prevent issues that could cause losses to the business or client.
• Maintain and update the control log for all processed transactions by entering the required data and information to ensure effective tracking of actions taken.
• Provide empathetic, client-focused service through attentive communication and understanding of needs to clarify questions and provide necessary information related to billing and/or cost allocation processes.
• Assess dependents who reach the age of majority (monthly billing report and insurers' registration status) by analyzing reports issued by carriers and insurers to process removals due to age limits.
• Identify opportunities for improvement through process mapping conducted during task execution and application of procedures and workflows, proposing actions that enable continuous improvement in operational performance.
• Perform other related professional duties inherent to the role as required by the area, through training, professional development and guidance from the immediate supervisor to ensure continuous professional development.

Requirements

• Bachelor's degree in Business Administration, Human Resources Management, or related fields
• Basic knowledge of Excel
• Experience in insurance operations involving health, dental and life products
• Customer focus, professionalism, collaboration, innovation, organizational skills, analytical ability and resilience

Benefits

• Meal and/or grocery 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