Mid-level Relationship Analyst

Role Overview

• Provide service to a portfolio of medium-complexity clients through in-person, telephone and/or digital channels, ensuring that each client is served quickly and accurately according to their needs.
• Attend to clients with attentive service based on dialogue and understanding of their needs, providing clarification of doubts and the necessary information regarding the coverage process for insurable and non-insurable benefits.
• Assist clients with reimbursement requests and pre-approvals through in-person, telephone and/or digital channels to ensure effective reimbursement of expenses incurred for services received outside the accredited network.
• Carry out the necessary procedures for market studies by gathering the data and information required to complete quotation forms, in order to identify the best terms and options for the client within the renewal timeframe.
• Prepare reports and/or presentations with loss ratio indicators by organizing data and performing quantitative and qualitative analyses, so as to provide clients with the policy results.
• Identify improvement opportunities through process mapping conducted during task execution, application of procedures and workflows, in order to propose actions that enable continuous improvement in customer service.
• Perform other related duties inherent to the role as required by the area’s needs and demand, as necessary, through training, professional qualification and guidance from the immediate supervisor, to ensure continuous professional development.

Requirements

• Bachelor's degree in Business Administration, Human Resources Management or related fields.
• Intermediate knowledge of Excel;
• Experience in the insurance sector with health and dental products and knowledge of current ANS regulations;
• Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning and assertive communication.

Benefits

• SulAmérica Health and Dental Plan
• Life Insurance
• Meal and/or food allowance
• Transportation 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 others.