Senior Relationship Analyst – Insurance and Benefits

Role Overview

• Provide service to a high-complexity client portfolio through in-person, telephone and/or digital channels, ensuring each client is assisted according to their needs in an agile and accurate manner.
• Deliver customer service with attentive handling, based on dialogue and understanding of needs, to clarify doubts and/or provide the necessary information regarding the coverage process for insurable and non-insurable benefits.
• Support clients regarding claim submissions and/or reimbursement estimates, via in-person, telephone and/or digital channels, to ensure effective reimbursement of expenses resulting from care received outside the accredited network.
• Perform the procedures necessary to conduct market studies by collecting the data and/or information required to complete quotation forms, in order to identify the best conditions and options for the client within the renewal timeframe.
• Prepare reports and/or presentations with loss-ratio indicators by organizing data, information and quantitative and qualitative analyses, to provide clients with policy results.
• Identify improvement opportunities through mappings carried out during process execution, application of procedures and workflows, in order to suggest actions that enable continuous improvement in customer service.
• Perform other related professional activities inherent to the role as required by the area, including 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 a related field
• Advanced Excel skills
• Experience in the insurance area with health and dental products and knowledge of current ANS (National Supplementary Health Agency) regulations
• Customer-focused, professional, collaborative, innovative, organized, resilient, with strong logical reasoning and assertive communication skills.

Benefits

• Meal and/or food allowance
• Transportation voucher
• PLR (profit-sharing)
• Wellz
• Wellhub
• Day off
• Apoio Pass for you and your dependents
• Discounts on personal insurance purchases such as auto, life, home, travel, and others.