Customer Relationship Analyst managing clients' insurance benefits in Brazil. Engaging with clients for inquiries and service needs on health and dental insurance products.
Responsibilities
Provide service to a portfolio of medium-complexity clients through in-person, phone and/or digital channels, ensuring each client is assisted according to their needs in an agile and accurate manner.
Deliver customer service with attentive treatment based on dialogue and understanding the client’s needs, providing clarifications and/or the necessary information regarding the coverage process for insurable and non-insurable benefits.
Support clients with reimbursement requests and/or pre-approval for reimbursement through in-person, phone and/or digital channels, ensuring effective reimbursement of expenses incurred for care received outside the contracted provider network.
Perform the necessary procedures to conduct market studies by gathering the data and/or 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 and claims indicators through organization of data, information and quantitative and qualitative analyses, in order to provide the client with the policy results.
Identify improvement opportunities through mappings performed during process execution and application of procedures and workflows, suggesting actions that enable continuous improvement in customer service.
Perform other related professional activities inherent to the role as needed and/or requested by the area, through training, professional development and guidance from the immediate supervisor, to ensure continuous professional growth.
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 (National Supplementary Health Agency) regulations
Customer focus, professionalism, collaboration, innovation, organizational skills, 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 support for you and your dependents
Discounts on personal insurance purchases such as auto, life, home, travel and others
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