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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client portfolios within the insurance industry, focusing on health and dental products while ensuring compliance with ANS regulations. Proficient in data analysis and process improvement to enhance client service and operational efficiency.
Highest-signal resume keywords
Client Portfolio ManagementHealth and Dental Insurance KnowledgeMicrosoft Excel ProficiencyProcess ImprovementCustomer Focus
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 AnalysisMarket ResearchQuotation PreparationReimbursement ProcessingReport Preparation
Soft Skills
ProfessionalismCollaborationInnovationOrganizationAssertive Communication
Industry Keywords
Insurance IndustryANS RegulationsClient ServiceReimbursement EstimatesLoss Ratio Indicators
About the role
Key responsibilities & impact- Manage a portfolio of lower-complexity clients through in-person, telephone, and/or digital interactions, ensuring that each client receives prompt and accurate service according to their needs
- Assist clients by answering questions and providing information about coverage for insurable and/or non-insurable benefits
- Support clients with reimbursement requests and/or reimbursement estimates, ensuring the effective reimbursement of expenses incurred outside the accredited provider network
- Conduct market research and gather data and information for completion of quotation forms
- Prepare reports and/or presentations containing loss ratio indicators and quantitative and qualitative analyses
- Identify opportunities to improve processes, procedures, and workflows
- Perform related professional activities as needed by the department, including training, professional development, and guidance from the immediate supervisor
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Human Resources Management, or a related field
- Basic knowledge of Microsoft Excel
- Experience in the insurance industry with health and dental insurance products, as well as knowledge of current ANS regulations
- Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication
Benefits
Comp & perks- Sul América Health and Dental Insurance
- Life Insurance
- Meal and/or food allowance
- Transportation allowance
- Profit Sharing (PLR)
- Wellhub
- Wellz
- Day off
- Apoio Pass assistance for you and your dependents
- Discounts on personal insurance policies, including auto, life, home, travel, and other types of insurance
