About the role

  • Analista de Implantação III ensuring efficiency in policy implementation processes for a leading insurance brokerage. Collaborating with clients and insurers for health, life, and group benefits.

Responsibilities

  • Plan, structure and lead the policy implementation process with insurers, administrators and clients (health, life, dental, travel and group benefits).
  • Plan and organize implementation schedules, ensuring deadlines are met.
  • Validate documentation, enrollment data, contractual rules and layouts required by insurers.
  • Review and check documents for new contracts prior to submission to insurers and administrators.
  • Serve as a point of contact between clients, insurers, administrators and internal departments.
  • Review and process life insurance documents, resolve database exceptions and handle all documentation required to open policies.
  • Monitor critical implementation processes such as issuance of member ID cards, first invoicing and data updates.
  • Responsible for creating and registering new clients and policies in insurers' and administrators' systems.
  • Ensure correct setup and verification of issued policies.
  • Prepare and present tracking reports, deadline status updates to clients and managers, and implementation metrics.
  • Support communication with clients' HR teams and beneficiaries, including information hotlines and alignment meetings.
  • Lead the transition (hand-off) process to service and post-sales teams, supporting continuity and relationship quality.
  • Ensure all process steps are completed on time, with quality and compliance. Propose continuous improvements to implementation processes by identifying opportunities for efficiency and standardization.
  • Act as a technical reference for the team, supporting junior analysts with complex cases.

Requirements

  • Bachelor's degree completed or in progress in Administration, Insurance Management, Accounting, Law or related fields;
  • Previous experience in insurance, corporate benefits or areas related to implementation processes;
  • Experience with insurance/benefits management systems (for example: Quiver);
  • Microsoft Office – intermediate to advanced level;
  • Strong oral and written communication skills;
  • Analytical ability and experience preparing implementation reports;

Benefits

  • Flexible Meal/Food Allowance (Flash card)
  • Transportation voucher
  • Medical coverage – PortoSaúde
  • Dental coverage – MetLife
  • Online psychological support – Conexa
  • TotalPass – access to partner gyms and studios
  • Life insurance
  • Hybrid work model
  • Birthday day off
  • Opportunities for growth!

Job title

Implementation Analyst III

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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