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Executive Relationship Manager
Alper Seguros. Lead the client portfolio relationship and retention strategy, ensuring departmental targets are achieved and business sustainability is maintained .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client portfolio management, relationship retention strategies, and team leadership within the insurance sector. Proficient in analyzing performance indicators and implementing growth strategies while ensuring compliance with industry regulations.
Highest-signal resume keywords
Client Portfolio ManagementPeople ManagementInsurance Market KnowledgeIntermediate Excel ProficiencyPower BI Knowledge
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 IdentificationContract Validation
Soft Skills
Team LeadershipCommunication SkillsProblem-SolvingNegotiation Skills
Tools & Technologies
ExcelPower BI
Certifications & Qualifications
Bachelor's DegreeMBA Preferred
Industry Keywords
Insurance BrokeragePrivate Health PlansLife InsuranceDental InsurancePrivate Pension ProductsANS RegulationsSUSEP Regulations
About the role
Key responsibilities & impact- Lead the client portfolio relationship and retention strategy, ensuring departmental targets are achieved and business sustainability is maintained
- Manage the implementation of departmental targets
- Develop local strategies and action plans to achieve targets
- Lead, engage, and supervise teams in accordance with the corporate People & Management policies
- Recruit, retain, train, and develop employees
- Ensure resources are available and remove obstacles so teams can deliver expected results
- Promote and reinforce the company culture
- Implement Alper’s policies, processes, and procedures
- Lead engagement meetings and results-reporting meetings
- Critically analyze area performance indicators and propose solutions
- Participate in reporting meetings with the Executive Board and Vice Presidency
- Drive technology improvement initiatives
- Support the development of new products
- Serve clients by phone, in person, by email, and via WhatsApp
- Interact with internal departments, healthcare operators, insurers, and clients
- Onboard new clients, analyze the number of covered lives, annual premiums, and HR profile, and appoint a Relationship Manager and Relationship Assistant to oversee implementation
- Build relationships with clients’ senior leadership
- Oversee the renewal of 100% 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
- Control investments in health initiatives
- Negotiate exceptions with healthcare operators and insurers
- Coordinate the resolution of outstanding issues and operational errors
- Prepare budgets, including projected lifetime and brokerage commissions
- Update internal Excel trackers for cross-selling, brokerage commissions, lost clients, and budget versus actual results
- Develop growth strategies through upselling and cross-selling
- Identify and address risks and portfolio retention initiatives
Requirements
What you’ll need- Bachelor’s degree required; MBA preferred
- Experience in a management role
- People management and post-sales relationship management experience
- Experience working at an insurance brokerage, preferably, or an insurance operator
- Knowledge of the insurance market, including private health plans, life insurance, and dental insurance; knowledge of private pension products is preferred
- Knowledge of the relevant market and ANS/SUSEP regulations
- Intermediate Excel proficiency
- 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 top-tier gyms at exclusive rates
- Life insurance
- Partnerships with language schools, exchange programs, universities, and various courses
- Discounts on personal insurance for you, your parents, children, and spouse
- Childcare assistance and programs promoting maternal and infant health
- Insurance Professionals’ Day holiday