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Client Relationship Manager II
Alper Seguros. Ensure client retention and portfolio growth through consultative and strategic account management .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative account management, client retention strategies, and financial sustainability of contracts within the insurance sector. Proficient in negotiating with clients and carriers while ensuring compliance with relevant regulations.
Highest-signal resume keywords
Post-Sales Relationship ManagementInsurance Market KnowledgeContractual Adjustment CalculationsClient Portfolio Retention InitiativesMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client RetentionPortfolio GrowthRisk MitigationMarket StudiesNegotiationCross-SellingContract ValidationHealth Management InitiativesOperational MonitoringSalesforce Case Management
Soft Skills
Consultative CommunicationCollaborationProblem-SolvingAdvisory SupportPresentation Skills
Tools & Technologies
Smart ProcessSalesforceExcel
Industry Keywords
Insurance BrokerageSupplemental Health PlansLife InsuranceDental InsurancePrivate Pension PlansANS RegulationsSusep Regulations
About the role
Key responsibilities & impact- Ensure client retention and portfolio growth through consultative and strategic account management
- Serve as the primary liaison between the client, Alper, and insurance carriers
- Ensure the financial sustainability of contracts, risk mitigation, and excellence in delivering contracted benefits
- Provide client support by phone, in person, by email, and via WhatsApp
- Engage the Health Center when necessary
- Collaborate with internal teams, carriers, insurers, and clients
- Welcome new clients and monitor the implementation process
- Participate in implementation handover meetings
- Validate commercial proposals and service agreements
- Provide ongoing advisory support regarding active contracts
- Mediate analyses of coverage and medical plan procedures
- Request market studies 150 days in advance and monitor the process in Smart Process
- Present market studies to clients
- Negotiate adjustments with clients and carriers/insurers
- Request brokerage commissions for renewals
- Report changes and adjustments to internal teams and in Smart Process
- Open Salesforce cases for Risk Management and Health Management
- Send reports on implemented programs and claims-ratio reports
- Present management reports according to the client’s frequency and classification
- Promote and participate in Health Committees
- Recommend and monitor health promotion and health management initiatives
- Validate costs and request internal approvals
- Control investments in health initiatives
- Deliver awareness presentations on internal health management programs
- Monitor operational activities within agreed deadlines
- Negotiate exceptions with carriers/insurers
- Coordinate the resolution of outstanding issues and operational errors
- Update Excel spreadsheets related to visits, cross-selling, and renewals
- Develop growth strategies through upselling and cross-selling
- Identify and address risks and client portfolio retention initiatives
Requirements
What you’ll need- Bachelor’s degree completed
- Professional experience
- Experience in post-sales relationship management
- Experience at insurance brokerages, preferably, or insurance carriers
- Knowledge of the insurance market, including supplemental health plans, life insurance, and dental insurance
- Knowledge of private pension plans is preferred
- Knowledge of contractual adjustment calculations
- Basic proficiency in Microsoft Office
- Knowledge of ANS and Susep regulations
Benefits
Comp & perks- Medical and dental insurance provided by Bradesco Seguros
- Meal or food allowance on a flexible benefits card
- Transportation allowance
- Profit-sharing bonus
- Total Pass: Memberships at leading gyms at exclusive rates
- Life insurance
- Partnerships with language schools, exchange programs, colleges, and various courses
- Discounts on personal insurance for you, your parents, children, and spouse
- Childcare assistance and programs promoting the health of mothers and babies
- Insurance Professionals’ Day holiday