Alper Seguros

Billing Specialist

• Perform detailed billing analyses, identifying and correcting discrepancies.
• Carry out complex customized cost allocations and validate calculations.
• Coordinate the submission and review of files with clients and insurance carriers.
• Monitor copay waiver processes, ensuring traceability.
• Process and validate system entries and ensure data integrity across platforms such as Qbem and Quiver Pro.
• Contribute to the monitoring of productivity and quality metrics.
• Prepare customized payroll files according to client requirements.
• Liaise with clients and insurance carriers to resolve issues.
• Support leadership in implementing improvements and automation initiatives.
• Process invoice extensions.
• Negotiate claims and requests with insurance carriers when necessary.
• Train and guide Analysts I and II.
• Ensure compliance with established SLAs and quality standards.

Billing Technician III – Corporate Benefits

Insurance

• Ensure that properly reviewed billing kits are sent to clients within the established SLA to ensure payments are made by their due dates
• Receive and review client-submitted movements, ensuring compliance with contractual rules
• Analyze, review, submit, and track enrollment proposals with the insurer and client, when necessary
• Upload files to insurers’ websites or send them by email
• Download, review, and send invoices to clients; return discrepancies to the insurer for correction
• Store client and insurer files in each client’s internal system
• Prepare reports and allocation statements according to the client’s requested format
• Send billing kits to clients by email or through the relevant system
• Negotiate extensions to boleto due dates with carriers when there is a department-related failure or delay
• Address client questions by email or phone
• Record endorsement transactions in Alper’s internal system
• Keep internal controls completed and up to date
• Propose improvements to processes under your responsibility
• Contribute to the training of Insurance Technicians I
• Participate in client meetings
• Focus on serving corporate clients

Insurance Technician I, Billing – Life Insurance Operations

• Ensure properly reviewed billing kits are sent to clients within the established SLA to ensure payments are made by their due dates
• Receive and review client-submitted changes, ensuring compliance with contractual rules
• Analyze, review, submit, and follow up on enrollment applications with the insurer and client, when necessary
• Upload files to insurers’ websites or send them by email
• Download invoices through insurers’ websites/channels, review them, and send them to clients; return discrepancies to the insurer for correction
• Store client and insurer files in each client’s internal system
• Prepare reports and allocations according to the client’s requested format
• Send billing kits to clients by email or through the system, within the SLA and including all required files
• Negotiate extensions to invoice due dates with carriers in the event of departmental errors or delays
• Address client questions by email or phone
• Enter policy endorsements into Alper’s internal system
• Keep internal controls completed and up to date
• Propose improvements to the processes under your responsibility
• Contribute to the training of Insurance Technician I team members
• Participate in client meetings
• Support corporate clients

Insurance Technician II – Billing, Life Insurance Operations

• Ensure excellent service for branch customers and the operational efficiency of administrative processes.
• Serve as a facilitator and liaison among the Business Units, local financial management, and People & Management support.
• Issue, register, and send policies through the system.
• Process required policy changes and updates.
• Handle the branch’s initial in-person and virtual customer service.
• Assist in identifying and following up with delinquent customers.
• Provide support to the Business Units (BUs).
• Triage and route customer requests to the Health/Dental and Transportation teams.
• Monitor BU response deadlines to ensure solutions are delivered promptly.
• Enter and monitor purchase requisitions and invoices for payment.
• Open and track general maintenance and branch infrastructure tickets.
• Support the planning, promotion, and execution of internal initiatives and events for employees.

Insurance Technician I – Administrative

• Serve as a specialist on atypical or highly complex risks, as well as matters of strategic importance to the brokerage
• Map and develop relationships with underwriters and technical managers at insurance carriers to secure improved market terms
• Develop customized and innovative insurance solutions and proposals to address the specific needs of large clients
• Monitor and analyze market trends, including new products, regulations, and competitor activity, and adjust the brokerage’s quotation strategy accordingly
• Standardize and create internal underwriting policies and quotation manuals for the technical team
• Provide direct support to the commercial leadership team in technical presentations for strategic clients
• Ensure compliance with the department’s technical processes
• Create clear, targeted proposals to support the commercial team and demonstrate value to clients

Insurance Specialist – Property & Casualty

Risk

• Issue policies, endorsements, renewals, and cancellations
• Review documents and information to ensure the proper formalization of transactions
• Support the organization and updating of policy records in internal systems
• Manage operational requests with insurers for policy issuance and adjustments
• Track requests and ensure responses are provided within established deadlines
• Support the sales and technical teams with process status information
• Handle internal requests with speed and accuracy
• Ensure compliance with defined SLAs for activities
• Safeguard the quality and accuracy of processed information
• Follow established operational standards and procedures

Insurance Technician II – Corporate Risks Operations

Recruitment

• Manage the full Recruitment and Selection cycle, from opening the position through onboarding, ensuring compliance with service-level agreements (SLAs)
• Conduct detailed alignment meetings with hiring managers to understand the desired technical and behavioral profile
• Use LinkedIn Recruiter, job boards, and professional networks to attract passive and active candidates, with a focus on talent sourcing and hunting
• Review resumes and conduct competency-based, semi-structured, and panel interviews
• Administer tests and assessment exercises to evaluate technical and cultural fit
• Prepare detailed, technical interview assessments for presentation to hiring managers
• Monitor and analyze Recruitment and Selection metrics, such as SLA performance, source of hire, and early turnover rate
• Contribute to maintaining and promoting the employer brand across channels and events
• Manage the candidate feedback process, ensuring a positive candidate experience

Recruitment and Selection Analyst II – People and Management

Operations

• Execute and monitor the management of company implementation processes in corporate systems
• Ensure data integrity among clients, carriers, and Alper through cadastro reconciliations and audits
• Process internal and external client requests using Alper’s tools
• Ensure the efficiency, integrity, and continuous improvement of movement and cadastro processes
• Perform critical analyses, propose solutions, and support management in decision-making
• Receive process requests on a daily basis
• Validate documentation and information before data entry
• Monitor and correct inconsistencies in records
• Enter supplementary information into systems
• Perform cadastro checks according to schedules and requests
• Ensure compliance with general terms and conditions and carrier and insurer requirements
• Create and update procedure manuals
• Provide support to clients and internal teams regarding data and cadastro records
• Support the team in managing deadlines, workloads, and quality
• Handle problems and critical issues while maintaining clear communication with the team
• Conduct system training for employees and clients
• Support leadership in implementing improvements, projects, and automations
• Propose, analyze, and validate performance indicators
• Develop and improve spreadsheets and management reports
• Support the structuring of workflows and internal controls
• Propose improvements and automations in partnership with IT and related departments
• Support management in technical training and performance monitoring
• Participate in and lead automation, integration, RPA, and API projects

Cadastro Operations Technician IV

• Perform detailed billing analyses, identifying and correcting discrepancies.
• Carry out complex customized cost allocations and validate calculations.
• Coordinate the submission and review of files with clients and insurance carriers.
• Monitor copay waiver processes, ensuring traceability.
• Enter and validate system transactions and ensure data integrity across platforms such as Qbem and Quiver Pro.
• Ensure the integrity of clients’ system data.
• Contribute to the monitoring of productivity and quality metrics.
• Prepare customized payroll files according to client requirements.
• Liaise with clients and insurance carriers to resolve issues.
• Support management in implementing improvements and automation.
• Process billing extensions.
• Negotiate claims and requests with insurance carriers when necessary.
• Train and guide Analysts I and II.
• Ensure compliance with established SLAs and quality standards.

General

• Map existing processes
• Ensure processes are applied consistently across branches and business units (BUs)
• Recommend process adjustments when necessary
• Ensure the quality of operational information
• Lead strategic projects focused on organizational alignment and the expansion of Alper and its branches
• Structure and optimize operational processes to standardize branch operations
• Organize and collaborate with the M&A team throughout the integration process for acquired brokerages, ensuring synergy and cultural integration
• Implement audits and routines to ensure information quality in the brokerage’s systems
• Manage special projects focused on improving the efficiency of the branch structure
• Provide guidance and training, and recommend improvements to the Quiver and Salesforce systems
• Monitor and drive the commercial traction of newly integrated operations by removing operational bottlenecks
• Recommend and manage performance indicators for branch management
• Work with branch and BU leaders to ensure synergy, shared accountability, and process improvements

Branch Integration and Expansion Specialist

• Manage complex billing processes, ensuring data accuracy and compliance with customized allocations.
• Serve as technical support in resolving critical discrepancies and liaising with clients and insurance carriers.
• Perform detailed billing analyses, identifying and correcting discrepancies.
• Prepare complex customized allocations and validate calculations.
• Coordinate the submission and review of files with clients and insurance carriers.
• Monitor copay waiver processes, ensuring traceability.
• Enter and validate system records and ensure data integrity across platforms (Qbem, Quiver Pro, etc.).
• Enter and validate system records and ensure the integrity of the client’s system data.
• Contribute to the monitoring of productivity and quality indicators.
• Prepare customized payroll files according to client requirements.
• Liaise with clients and insurance carriers to resolve issues.
• Support leadership in implementing improvements and automation.
• Process invoice extensions.
• Negotiate claims and requests with insurance carriers when necessary.
• Train and guide Analyst I and Analyst II team members.
• Ensure compliance with established SLAs and quality standards.

Client Partner

• Lead the client portfolio relationship management and retention strategy
• Ensure departmental targets are achieved and the business remains sustainable
• Manage and develop high-performing teams
• Oversee the implementation of departmental targets
• Develop local strategies and action plans to achieve targets
• Lead, engage, and supervise teams in accordance with corporate policies
• Manage the selection, retention, training, and development of employees
• Ensure resources are available and remove obstacles to delivering results
• Promote and reinforce the company culture
• Implement policies, processes, and procedures
• Lead engagement meetings and results-reporting sessions
• Critically analyze departmental performance indicators and propose solutions
• Participate in results-reporting meetings with the Executive Board and Executive Vice President
• Drive technology improvement initiatives
• Support the development of new products
• Serve clients by phone, in person, by email, and via WhatsApp
• Collaborate with internal departments, healthcare providers, insurers, and clients
• Welcome new clients and oversee implementation and relationship management
• Build relationships with clients’ senior leadership
• Ensure 100% renewal of the client portfolio
• Support placement studies and contract adjustments
• Validate commercial proposals and contracts
• Participate in health committees and recommend health promotion and health management initiatives
• Monitor investments in health initiatives
• Negotiate exceptions with healthcare providers and insurers
• Facilitate the resolution of outstanding issues and operational errors
• Prepare budgets with projections for lifetime value and commissions
• Update internal controls in Excel spreadsheets
• Develop growth strategies through upselling and cross-selling
• Identify and address risks and implement retention initiatives

Executive Manager, Client Relationship Management

• Register all cases received for analysis and update the status at each stage of the process under your management.
• Conduct preliminary analyses of incoming requests, determining whether additional information is needed to prepare competitive quotes suited to the Insured’s profile.
• Request, organize, and manage submissions sent to insurance companies.
• Maintain records of requests under your management and monitor their status with the commercial teams.
• Support other technicians on the team in analyzing requests and conducting inquiries with the insurance market.
• Act as a point of contact for insurers, providing clarification and sending supplementary information.
• Meet established deadlines and contribute to achieving performance indicators (SLA, quality, and productivity).
• Participate in alignment meetings and discussions of complex cases, proposing technical solutions and alternatives.
• Support the technical development of less experienced technicians by sharing knowledge and best practices.
• Identify opportunities to improve processes and contribute to standardizing the team’s routines.
• Support clients in technical discussions.

Insurance Technician IV

Assistant

• Proactively contact the assigned customer portfolio, following planned routes and established service scripts
• Schedule virtual meetings, ensuring the organization of the sales calendar
• Manage any visit cancellations, promptly informing consultants and the team and actively rescheduling appointments
• Track and manage personal performance indicators related to scheduling, analyses, sales, and follow-up
• Record and update the visit schedule on management platforms and corporate calendars (Google and Justech)
• Register and update policyholders and members in the current systems, ensuring data integrity
• Serve as a technical resource in training new employees, providing guidance on operational practices and workflows

Commercial Assistant I

• Drive business unit growth through prospecting and closing new clients (hunting)
• Ensure financial targets are achieved and optimize the sales pipeline
• Act as the strategic focal point for clients, leading high-level negotiations
• Promote cross-selling across all Alper business areas
• Prospect for new clients for the business unit, from initial outreach through closing
• Maintain strong relationships with all Alper business areas, promoting cross-selling
• Ensure financial results and targets are achieved by completing all negotiation stages
• Update the pipeline daily with information gathered during the mapping and negotiation process
• Ensure the presentation of the best commercial terms negotiated with insurers and secure the terms specific to each transaction
• Support clients by ensuring coordination among business areas and contributing to client retention
• Originate, renew, and expand the commercial and service relationship between the brokerage and the client
• Hold regular meetings with insured clients
• Negotiate with the technical and placement teams
• Monitor policies, renewal dates, and the payment and collection flow for premiums due

Billing Technician III – Corporate Benefits

Insurance Technician I, Billing – Life Insurance Operations

Insurance Technician II – Billing, Life Insurance Operations

Insurance Technician I – Administrative

Insurance Specialist – Property & Casualty

Insurance Technician II – Corporate Risks Operations

Recruitment and Selection Analyst II – People and Management

Cadastro Operations Technician IV

Billing Technician III – Corporate Benefits

Branch Integration and Expansion Specialist

Billing Technician III – Corporate Benefits

Executive Manager, Client Relationship Management

Insurance Technician IV

Commercial Assistant I

Commercial Manager III – Corporate Insurance