Treasury Analyst managing banking operations and corporate programs for First American. Supporting financial transactions and ensuring compliance while delivering top - level customer service.
About the role
- Analyst responsible for post-sale services in health and insurance at Itaú, ensuring the best customer experience post-purchase through effective management.
Responsibilities
- Customer service and post-sales management for health and dental plans;
- Maintaining and managing member records and movements within health plans;
- Adjusting and renegotiating plans based on client needs;
- Billing validation and financial control;
- Providing support to beneficiaries and corporate HR;
- Building relationships with the Commercial team and health plan operators.
Requirements
- Analytical ability;
- Collaboration;
- Written communication;
- Verbal communication;
- Customer focus;
- Ability to work under pressure;
- Organization;
- Teamwork;
- Knowledge of health and dental insurance plans;
- Knowledge of ANS (Brazil’s National Supplementary Health Agency) regulations and applicable legislation for health and dental plans;
- Intermediate knowledge of Microsoft Office (Excel, PowerPoint, Word);
- Client portfolio management;
- Agile project methodologies;
- Customer service;
- Project management;
- Negotiation and product sales;
- Planning;
- Preparing presentations.
Benefits
- Transportation allowance (Vale-Transporte)
- Meal allowance (restaurants) / Food allowance (supermarkets)
- Medical plan (Fundação Saúde Itaú or Central Nacional Unimed)
- Dental plan (Odontoprev or Interodonto)
- Life insurance
- Profit-sharing (PLR) — subject to bank performance
- Private pension (retirement plan)
- Exclusive discounts on our financial products
- Extended maternity and paternity leave
- Childcare / nanny allowance (for parents)
- Educational assistance
- Wellhub or TotalPass (wellness benefits)
- Access to Itaú leisure clubs (Guarapiranga / Itanhaém and São Sebastião)
- + Additional benefits you can learn about during the hiring process 😊
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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