OdontoPrev

Financial Planning and Analysis

• Process customer billing, ensuring the accurate issuance of invoices, payment slips, and other financial documents.
• Verify registration details, contracts, and amounts to ensure billing accuracy.
• Track the billing workflow and monitor potential discrepancies or outstanding items.
• Perform controls and reconciliations related to billing processes.
• Provide support to internal teams and customers on billing and collections matters.
• Prepare departmental reports and performance indicators.
• Support the monthly financial close and internal audits.
• Ensure compliance with internal policies, procedures, and established deadlines.
• Perform administrative process support activities, including tracking and recording incoming and outgoing documents; handling contacts and telephone inquiries; assisting suppliers and employees; providing and receiving information; processing documents; and preparing reports and spreadsheets.

Financial Assistant

Human Resources

• Act as a strategic partner and facilitator for leaders, aligning People Management practices with business objectives.
• Serve as an internal HR consultant to leaders, supporting decisions related to people management and organizational development.
• Develop a deep understanding of client areas’ challenges and strategies, proposing HR solutions aligned with business needs.
• Lead and support internal mobility, succession, promotion, and organizational structure processes.
• Support managers and leadership in performance management, feedback, team development, and action plans.
• Analyze people metrics, including turnover, absenteeism, headcount, engagement, and productivity, and propose actions to improve results.
• Address topics related to organizational culture, climate, engagement, and employee experience.
• Support recruitment and selection processes for strategic positions, aligning candidate profiles with business needs.
• Conduct organizational assessments and support transformation, change, and organizational development projects.
• Ensure the application of corporate Human Resources policies and processes.
• Facilitate communication between business areas and HR Centers of Expertise.
• Participate in the development and implementation of initiatives focused on diversity, inclusion, and well-being.
• Support decision-making through people metrics, leadership development, performance management, organizational culture, and talent attraction and retention initiatives.

Human Resources Consultant

Administrative Assistant

• Provide internal back-office support for corporate dental plan contracts (B2B) covering 3 to 199 members
• Handle retention and negotiation activities with corporate clients, seeking solutions for questions, cancellation requests, and proposals to maintain contracts
• Review requests for member additions, removals, membership changes, customer information updates, and invoice issuance
• Record and track requests in internal systems, ensuring proper documentation and compliance with established procedures and SLAs
• Contribute to process improvement by identifying opportunities to optimize customer service and operational workflows
• Maintain a proactive attitude, attention to detail, and focus on customer satisfaction while acting with courtesy and professionalism

• Provide support to dentists affiliated with the group’s premium brand, Privian
• Support dentists and the Relationship Consultant
• Handle issues reported by beneficiaries and dentists

Compliance

• Support the implementation, maintenance, and execution of the Company’s Compliance Program, focusing on mitigating compliance risks, preventing money laundering and fraud, and managing reputational risks.
• Support the administration of Odontoprev’s Ethics Channel by controlling and monitoring reports received in accordance with department guidelines.
• Conduct research using public and private databases to assess the reputation of potential high-risk suppliers, customers, and business partners.
• Analyze reputational histories and administrative and judicial proceedings, preparing information to support executive decision-making.
• Perform the department’s operational controls and prepare management reports to monitor Compliance indicators.
• Monitor standards and regulations issued by regulatory bodies on a daily basis, assessing their applicability and submitting analyses to department management.
• Map processes, identify risks and existing controls, and highlight opportunities to improve and strengthen internal controls.
• Prepare communication materials, training sessions, and presentations related to the Compliance Program.
• Prepare executive presentations for the Audit Committee, Board of Directors, Executive Management, Investigation and Ethics Committee, and other corporate forums.
• Follow up on and collect outstanding mandatory training completions, consolidating information for compliance reports and presentations.
• Participate in meetings with specialized consulting firms that support Compliance activities.
• Support the organization and updating of the Compliance Risk Assessment, including schedule management and interviews.
• Conduct analyses of potential conflicts of interest submitted to the Compliance department.
• Ensure compliance with internal policies, Compliance requirements, ESG requirements, Brazil’s General Data Protection Law (LGPD), and other regulations applicable to the Company.
• Perform other duties related to the role, as directed by management and consistent with the employee’s education and experience.

Compliance Analyst I

Customer Support

• Manage relationships with the post-sales customer portfolio, ensuring service excellence and effective resolution of requests.
• Identify opportunities for improvement and implement actions to optimize processes.
• Negotiate annual contract adjustments, balancing customer retention, profitability, and satisfaction.
• Develop and monitor management reports, dashboards, and performance analyses for the customer portfolio.
• Plan and execute customer retention initiatives, maintain profitability, and reverse cancellations.
• Provide support to customers and brokers regarding contracts, coverage, provider networks, and other operational matters.
• Strengthen relationships among the company, customers, and commercial partners through relationship-building and consultative service initiatives.
• Promote and present campaigns aimed at increasing enrollment and product and service utilization.
• Act as the liaison between customers, brokers, and internal departments, following requests through to complete resolution.
• Continuously follow up on requests and ensure their prompt handling with the responsible departments.
• Plan and conduct in-person visits to portfolio customers, following schedules and priorities defined by the department.
• Conduct visits focused on retention, loyalty, relationship strengthening, and maintaining portfolio profitability.
• Monitor the customer pipeline and support the Sales and Post-Sales teams in managing opportunities.
• Identify business opportunities, anticipate risks, and propose strategic solutions for customers.
• Prepare, review, and issue contract addenda, ensuring compliance with negotiated terms.
• Provide guidance and clarification regarding contractual clauses, terms, and obligations.
• Monitor portfolio performance indicators and propose corrective or improvement actions based on results.
• Perform other activities related to the role, as directed by leadership and consistent with the employee’s education and experience.

Customer Service Consultant I

Actuary

• Work on pricing low-complexity dental procedures and plans for the company’s brands.
• Support pricing analyses and low-complexity actuarial studies involving statistical and numerical analysis, under ongoing supervision.
• Contribute to economic analyses of business activities and the review of low-complexity contracts.
• Prepare spreadsheets and perform calculations for low-complexity products.
• Support critical data analyses for low-complexity actuarial calculations.
• Develop low-complexity statistical and actuarial methodologies applied to health plans, under ongoing supervision.
• Prepare and assist in developing consistency tests for databases and methodologies.
• Support updates to Actuarial Technical Notes, under ongoing supervision.
• Contribute to dental plan portfolio analyses and dental plan adjustment calculations.
• Structure simple database queries containing information for provision calculations.
• Perform other activities inherent to the position or assigned by the immediate supervisor, in accordance with qualifications, knowledge, and experience.

Actuarial Analyst I

• Perform pricing for low-complexity dental procedures and plans across the company’s brands.
• Support pricing analyses and low-complexity actuarial studies involving statistical and numerical analysis under continuous supervision.
• Contribute to economic analyses of business activities and reviews of low-complexity contracts.
• Prepare spreadsheets and perform calculations for low-complexity products.
• Support critical data analyses for low-complexity actuarial calculations.
• Develop low-complexity statistical and actuarial methodologies applied to health plans under continuous supervision.
• Prepare and assist in developing consistency tests for databases and methodologies.
• Support updates to Actuarial Technical Notes.
• Contribute to portfolio analyses of dental plans and adjustment calculations.
• Structure simple database queries containing information for reserve calculations.
• Perform other duties inherent to the role or assigned by the immediate supervisor, according to qualifications, knowledge, and experience.

• Monitor administrative proceedings by preparing spreadsheets, reviewing, organizing, and filing documents, tracking deadlines, and following up on proceedings and notices
• Record incoming and outgoing documents; perform data and date screening and verification; distribute documents; issue documents; and arrange for signatures
• Analyze and review documents, identify irregularities, validate calculations, classify information, and file records
• Update tracking and control records through data collection and verification to support analyses and decision-making
• Monitor contract expiration dates and verify changes to agreed-upon terms
• Review and enter documents, registrations, tax forms, contracts, implementations, and updates in corporate systems
• Draft and complete documents; prepare amendments and contractual changes; update records; prepare drafts; and issue official letters and memoranda
• Prepare reports, forms, calculation spreadsheets, organizational charts, flowcharts, presentations, and supporting materials
• Provide information about the department’s activities under leadership guidance
• Monitor office and consumable supplies, inventory, requisitions, and replenishment
• Control the dispatch and receipt of pouches and correspondence
• Assist internal and external stakeholders, directing requests for resolution
• Comply with internal regulations and health, hygiene, workplace safety, and compliance standards
• Perform related duties as directed by leadership

Financial Assistant

Human Resources Consultant

Administrative Assistant

Administrative Assistant

Compliance Analyst I

Customer Service Consultant I

Actuarial Analyst I

Actuarial Analyst I

Tax Analyst I