FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Executive Manager, Client Relationship Management
Alper Seguros. Lead the client portfolio relationship management and retention strategy .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client portfolio management, team leadership, and strategic planning to drive departmental success and client retention. Proficient in analyzing performance indicators and implementing technology improvements within the insurance market.
Highest-signal resume keywords
Client Portfolio ManagementTeam LeadershipInsurance Market KnowledgePerformance AnalysisExcel 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
Management ExperiencePost-Sales Relationship ManagementBudget PreparationRisk IdentificationUpselling and Cross-Selling Strategies
Soft Skills
Team DevelopmentProblem SolvingCommunication SkillsClient Relationship BuildingEngagement Leadership
Tools & Technologies
ExcelPower BI
Certifications & Qualifications
Bachelor's DegreeMBA Preferred
Industry Keywords
Insurance BrokeragePrivate Health PlansLife InsuranceDental InsurancePrivate Pension PlansANS/Susep Regulations
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor’s degree required; MBA preferred
- Experience in a management role
- Experience in people management and post-sales relationship management
- Experience working at an insurance brokerage, preferably, or an insurer
- Knowledge of the insurance market, including private health plans, life insurance, and dental insurance
- Knowledge of private pension plans preferred
- Knowledge of the relevant market and ANS/Susep regulations
- Intermediate Excel skills
- Knowledge of Power BI
Benefits
Comp & perks- Medical and dental insurance covered by Bradesco Seguros
- Meal or food allowance through a flexible benefits card
- Transportation allowance
- Profit-sharing bonus
- TotalPass: access to premium gyms at exclusive rates
- Life insurance
- Partnerships with language schools, study-abroad programs, universities, and various courses
- Discounts on personal insurance for you, your parents, children, and spouse
- Childcare assistance and programs supporting maternal and infant health
- Insurance Professionals’ Day holiday