Operations analyst executing operational processes for insurance benefits. Collaborating with clients and ensuring accurate processing of necessary operations and documentation.
Responsibilities
Perform all operational movements of insurable and non-insurable benefits (enrollment, removal, change, upgrade and/or plan extension) using the portals and/or systems of carriers and/or insurers, to ensure correct processing.
Process the billing kit using the portals and/or systems of carriers and/or insurers, in order to deliver it to the client in an organized and secure manner.
Verify invoices by checking all data and information contained in the Billing Kit files to ensure that all recorded movements have been processed correctly.
Review all received documents by identifying contradictory data and/or information, gaps, errors, incorrect numbers and documents, and outdated information, in order to safeguard against problems that could cause losses for the business and/or client.
Maintain control records of all movements performed by completing required data and information to ensure effective monitoring of actions taken.
Provide empathetic, customer-focused service by treating clients attentively, based on dialogue and understanding their needs, in order to clarify doubts and provide necessary information regarding the billing and/or cost-allocation process.
Evaluate dependents who reach legal age (Monthly Billing Report and Insurers' Registration Status) by analyzing reports issued by carriers and/or insurers, in order to process removals due to age-limit (coming of age).
Identify opportunities for improvement by mapping processes during execution, applying procedures and workflows, in order to suggest actions that enable continuous improvement in operational performance.
Perform other related professional activities inherent to the position as required by the area and/or demand, through training, professional qualification and guidance from the immediate supervisor, in order to ensure continuous professional development.
Requirements
Bachelor's degree in Administration, Human Resources Management or related fields
Basic knowledge of Excel
Experience in the insurance area with operational processes for health, dental and life products
Customer-focused mindset, professionalism, collaboration, innovation, organization, analytical ability and resilience
Benefits
Meal and/or food allowance
Transportation allowance
Profit-sharing (PLR)
Wellz
Wellhub
Day off
Apoio Pass for you and your dependents
Discounts on personal insurance purchases such as auto, life, home, travel and others
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