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Insurance Operations Technician II
Alper Seguros. Perform policy registration, updates, billing, and transactions in internal systems .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in policy management, billing processes, and operational tracking within the insurance sector, while effectively collaborating with teams and clients to ensure timely resolution of issues and adherence to deadlines.
Highest-signal resume keywords
Policy RegistrationBilling ProcessesExcel ProficiencyStrong Communication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy IssuanceInvoice ProcessingOperational TrackingDeadline MonitoringData Entry
Soft Skills
Attention to DetailProactive ApproachCollaborative TeamworkClient InteractionTime Management
Tools & Technologies
Microsoft OfficeDigital PlatformsSpreadsheets
Industry Keywords
InsuranceBrokeragesCorporate Life PoliciesGroup Life Policies
About the role
Key responsibilities & impact- Perform policy registration, updates, billing, and transactions in internal systems
- Monitor policy issuance and outstanding items on insurers’ portals
- Review, process, and submit invoices, especially for Group Life and Corporate Life policies
- Monitor deadlines, renewals, policy transactions, and cancellations
- Receive and route requests from the sales team, ensuring that tasks progress as required
- Analyze issues and outstanding items identified by insurers and monitor their resolution
- Follow up on overdue installment payments and monitor the regularization of delinquent accounts
- Reschedule bills and debits and update payment methods
- Organize, digitize, and keep insurance documents and proposals up to date
- Enter information into spreadsheets and systems for operational tracking and monitoring
- Prepare operational and management reports to support decision-making
- Provide support to the team and contribute to improving and organizing departmental processes
Requirements
What you’ll need- High school diploma
- Experience in administrative and/or operational routines
- Experience with insurance, brokerages, or insurance companies is a plus
- Proficiency in Excel and Microsoft Office
- Comfortable working with systems and digital platforms
- Strong verbal and written communication skills
- Excellent organization and attention to detail
- Ability to manage multiple demands and meet deadlines
- Proactive, responsible, and collaborative approach
- Ability to work effectively in a team and interact with clients, partners, and insurers
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: Plans with leading gyms at exclusive rates
- Life insurance
- Partnerships with language schools, study-abroad programs, colleges, and various courses
- Discounts on personal insurance policies for you, your parents, children, and spouse
- Daycare assistance and programs promoting the health of mothers and babies
- Insurance Professionals’ Day holiday