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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and customer service within the insurance industry, focusing on health and dental products. Proficient in data analysis, process improvement, and effective communication to enhance client satisfaction and operational efficiency.
Highest-signal resume keywords
Client ManagementCustomer ServiceData AnalysisProcess ImprovementInsurance Industry 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
Data CollectionQuantitative AnalysisQualitative AnalysisExcelReimbursement Processing
Soft Skills
Customer FocusProfessionalismCollaborationAssertive CommunicationResilience
Industry Keywords
Health InsuranceDental InsuranceANS RegulationsMarket StudiesWorkflow Analysis
About the role
Key responsibilities & impact- Manage a portfolio of lower-complexity clients through in-person, telephone, and/or digital channels, ensuring that each client receives prompt and accurate service according to their needs.
- Provide customer service with attentiveness, dialogue, and an understanding of client needs, clarifying questions and/or providing the necessary information regarding coverage processes for insurable and/or non-insurable benefits.
- Support clients with reimbursement requests and/or reimbursement estimates through in-person, telephone, and/or digital channels, ensuring the effective reimbursement of expenses incurred for care received outside the accredited provider network.
- Carry out the procedures required for market studies by collecting the data and/or information needed to complete quotation forms, identifying the best terms and benefits for the client within the renewal period.
- Monitor invoice issuance, copayment calculations, and cost allocations, ensuring that information is verified, deadlines are met, and deliverables comply with established criteria and standards.
- Prepare reports and/or presentations containing loss ratio indicators by organizing data and information and conducting quantitative and qualitative analyses, making policy results available to the client.
- Identify opportunities for improvement through process mapping, application of procedures, and workflow analysis, recommending actions that enable continuous improvement in customer service.
- Perform other related activities inherent to the position, as required by the department, through training, professional development, and guidance from the immediate supervisor, supporting continuous professional growth.
Requirements
What you’ll need- Bachelor's degree in Business Administration, Human Resources Management, or a related field.
- Basic knowledge of Excel.
- Experience in the insurance industry, particularly with health and dental insurance products, and knowledge of current ANS regulations.
- Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication.
Benefits
Comp & perks- SulAmérica Health and Dental Insurance
- Life Insurance
- Meal and/or food allowance
- Transportation allowance
- Profit Sharing (PLR)
- Wellhub
- Wellz
- Day off
- Discounts on personal insurance policies, including auto, life, home, travel, and other types of insurance.
