Elicit, understand and document the product process journey from systems sales (sales parameters, proposals) through acceptance and issuance
Describe batch file exchanges between systems (layouts, validation rules, processing windows, reprocesses)
Record the flow of regulatory communications (welcome messages, contractual terms, billing communications) and their trigger points and owners
Map the maintenance cycle (billing, collections, reconciliations) and the claims and assistance journey (steps, deadlines, evidence), maintaining a descriptive focus
Produce clear, reusable documentation for operational and executive discussions:
Standardized BPMN AS-IS diagrams
Simplified process flows in plain language
Checklists and RACI matrices specifying who does what
1–2 page executive summaries (what it is, how it works, risks and dependencies)
Facilitate cross-functional understanding by translating technical terms and aligning the process narrative for Operations, IT, Finance, Collections, Claims/Assistance, Compliance, Executive Board and other stakeholders
Organize and version all artifacts (repository, process index, change control)
Requirements
Experience mapping and documenting end-to-end processes in insurance/financial services, including sale -> acceptance -> issuance -> regulatory communications -> billing/collections -> claims/assistance
Experience with integrations and batch files (layouts, validations, windows, reprocess) between sales partners and CVP; basic understanding of APIs/Webservices to comprehend integrations
Proficiency in BPMN and modeling tools (Bizagi/Miro) to clearly represent the AS-IS
Excellent articulation and communication skills (oral and written), with the ability to translate technical concepts to executive language and to conduct interviews/workshops
Planning and organizational skills to structure timelines, meeting minutes, evidence trails and version control
Critical thinking and a strong eye for spotting ambiguities, risks and gaps without prescribing solutions, documenting them as points of attention
Ability to synthesize content into visual and concise materials (diagrams, executive summaries, glossary of terms, high-level data dictionary)
Preferred: familiarity with regulatory communications (SUSEP/LGPD) and operational metrics for process description
Benefits
Meal allowance or food voucher
Discounts on courses, universities and language schools
Stefanini Academy – a platform with free, up-to-date online courses and certificates
Mentoring
Childcare assistance
Benefits club for consultations and exams
Medical insurance
Dental insurance
Discounts and benefits club at leading establishments
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