Provide service to a portfolio of medium-complexity clients through in-person, telephone, and/or digital channels, ensuring timely and accurate support tailored to each client's needs.
Handle customer interactions with attentive, dialogue-based service focused on understanding needs, providing clarifications and necessary information regarding coverage processes for insurable and non-insurable benefits.
Assist clients with reimbursement requests and pre-approvals via in-person, phone, or digital channels to ensure effective reimbursement of expenses resulting from care received outside the provider network.
Perform the necessary procedures to conduct market studies by collecting data and information required to complete quotation forms, in order to identify the best terms and options for the client within the renewal deadline.
Prepare reports and/or presentations with claims experience and loss-ratio indicators by organizing data and performing quantitative and qualitative analyses to present the policy results to the client.
Identify improvement opportunities by mapping processes, procedures, and workflows during execution, and suggest actions that enable continuous improvement in customer service.
Perform other related duties inherent to the role as required by the area, including participating in training and receiving guidance from the immediate supervisor to ensure continuous professional development.

Bachelor's degree in Business Administration, Human Resources Management, or a related field
Intermediate knowledge of Excel
Experience in the insurance sector with health and dental products, and knowledge of current ANS (National Supplementary Health Agency) regulations
Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication

SulAmérica Health and Dental plan
Life insurance
Meal and/or food allowance
Transport allowance
Profit Sharing (PLR)
Gympass
Wellhub
Day off
Apoio Pass for you and your dependents
Discounts on personal insurance purchases such as auto, life, home, travel, and more

Relationship Analyst – Mid-level

Key skills