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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client portfolios within the insurance industry, focusing on health and dental products. Proficient in data analysis and process improvement to enhance customer service and support reimbursement processes.
Highest-signal resume keywords
Client Portfolio ManagementCustomer Service ExcellenceData Analysis and ReportingInsurance Industry KnowledgeProcess Improvement
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 AnalysisMicrosoft ExcelReimbursement ProcessingQuotation PreparationClaims-Ratio Analysis
Soft Skills
Customer FocusProfessionalismCollaborationAssertive CommunicationLogical Reasoning
Industry Keywords
Health InsuranceDental InsuranceANS RegulationsMarket StudiesContinuous Improvement
About the role
Key responsibilities & impact- Manage a portfolio of highly complex clients through in-person, telephone, and/or digital-channel support, ensuring that each client receives prompt and accurate assistance tailored to their needs.
- Provide customer service through attentive communication grounded in dialogue and an understanding of clients’ needs, clarifying questions and providing the information required regarding coverage processes for insurable and non-insurable benefits.
- Support clients with reimbursement requests and/or reimbursement estimates through in-person, telephone, and/or digital-channel support, ensuring the effective reimbursement of expenses incurred for care received outside the accredited provider network.
- Carry out the procedures required for market studies by gathering the data and/or information needed to complete quotation forms, identifying the best terms and options for clients within the renewal timeline.
- Prepare reports and/or presentations featuring claims-ratio indicators by organizing data and information and conducting quantitative and qualitative analyses, providing clients with policy results.
- Identify opportunities for improvement by mapping processes during execution and reviewing procedures and workflows, recommending actions that support continuous improvement in customer service.
- Perform other professional activities related to and inherent to the position, as required by the area’s needs and/or demands, through training, professional development, and guidance from the immediate manager, supporting continuous professional growth.
Requirements
What you’ll need- Bachelor’s degree in Business Administration, Human Resources Management, or a related field.
- Intermediate proficiency in Microsoft Excel.
- Experience in the insurance industry with health and dental products, as well as knowledge of current ANS regulations.
- Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication.
Benefits
Comp & perks- Health and dental insurance
- Life insurance
- Meal voucher
- Transportation allowance
- Profit-sharing bonus (PLR)
- Wellhub
- Wellz
- Extended maternity and paternity leave
- Apoio Pass for you and your dependents
- Day off
- Discounts on personal insurance policies, including auto, life, home, travel, and other coverage