Insurance

• Provide commercial service and support via email, chat, and WhatsApp
• Contact customers who open support tickets through the Customer Service Center (SAC)
• Support the internal commercial team
• Train brokers on how to use the platform
• Liaise with Underwriting, Finance, Registration, Credit, Squads, and Level 2 Support teams
• Analyze Level 1 bugs and escalate them to Level 2 Support when necessary
• Focus on delivering an excellent customer experience

Commercial Analyst – Insurance Solutions

• Manage customer service and post-sale support for Credit Insurance policies.
• Oversee the full policy lifecycle, including implementation, maintenance, renewals, customer information updates, and operational support.
• Serve as the primary point of contact between clients, insurers, banks, and internal teams, ensuring prompt resolution of requests and alignment of information.
• Monitor policy expiration dates, renewals, and outstanding items, taking preventive action to mitigate risks and maintain the portfolio.
• Provide consultative support to clients regarding coverage, contractual terms, credit limits, and insurance operating procedures.
• Coordinate and monitor requests related to claims, indemnification, recoveries, and other post-sale matters.
• Ensure the quality and accuracy of records and information in internal and insurer systems.
• Prepare management reports and portfolio performance indicators, identifying opportunities to improve processes and increase customer satisfaction.
• Strengthen relationships with insurers, strategic partners, and banks to improve operational efficiency and expand business opportunities.
• Support the sales team in retaining, renewing, and expanding the Credit Insurance portfolio by identifying cross-selling and upselling opportunities.

Commercial Executive III – Credit Insurance

• Provide customer service
• Prepare quotes across all insurance companies in the market for new policies, renewals, endorsements, and fleet insurance
• Finalize proposals and schedule inspections
• Negotiate with insurance carriers
• Prepare and present the best options to customers
• Assess customer needs to provide the best quote and deliver professional insurance consulting
• Enter information into the system and submit issuance requests to the insurance carrier
• Ensure all documents required by insurance carriers for policy issuance are submitted
• Ensure inspections are completed
• Follow up on pending issues and declined applications to achieve effective and timely resolutions
• Resolve customer issues promptly
• Work with agility and discipline in day-to-day situations

Insurance Consultant – Auto and Home

• Ensure that properly reviewed billing kits are sent to clients within the established SLA to ensure payments are made by their due dates
• Receive and review client-submitted movements, ensuring compliance with contractual rules
• Analyze, review, submit, and track enrollment proposals with the insurer and client, when necessary
• Upload files to insurers’ websites or send them by email
• Download, review, and send invoices to clients; return discrepancies to the insurer for correction
• Store client and insurer files in each client’s internal system
• Prepare reports and allocation statements according to the client’s requested format
• Send billing kits to clients by email or through the relevant system
• Negotiate extensions to boleto due dates with carriers when there is a department-related failure or delay
• Address client questions by email or phone
• Record endorsement transactions in Alper’s internal system
• Keep internal controls completed and up to date
• Propose improvements to processes under your responsibility
• Contribute to the training of Insurance Technicians I
• Participate in client meetings
• Focus on serving corporate clients

Insurance Technician I, Billing – Life Insurance Operations

• Ensure properly reviewed billing kits are sent to clients within the established SLA to ensure payments are made by their due dates
• Receive and review client-submitted changes, ensuring compliance with contractual rules
• Analyze, review, submit, and follow up on enrollment applications with the insurer and client, when necessary
• Upload files to insurers’ websites or send them by email
• Download invoices through insurers’ websites/channels, review them, and send them to clients; return discrepancies to the insurer for correction
• Store client and insurer files in each client’s internal system
• Prepare reports and allocations according to the client’s requested format
• Send billing kits to clients by email or through the system, within the SLA and including all required files
• Negotiate extensions to invoice due dates with carriers in the event of departmental errors or delays
• Address client questions by email or phone
• Enter policy endorsements into Alper’s internal system
• Keep internal controls completed and up to date
• Propose improvements to the processes under your responsibility
• Contribute to the training of Insurance Technician I team members
• Participate in client meetings
• Support corporate clients

Insurance Technician II – Billing, Life Insurance Operations

• Handle 50–150 inbound and outbound patient calls per day using Weave
• Answer treatment inquiries and schedule appointments
• Manage provider calendars and guide prospective psychiatry and TMS therapy patients through intake
• Assist with general administrative requests
• Conduct appointment confirmations, cancellations, and reschedules in English and Spanish
• Address non-clinical questions about psychiatry, TMS therapy, and mental health services
• Maintain accurate patient records and organize digital intake workflows
• Update patient charts and manage daily calendar tasks using Google Workspace and GoHighLevel
• Verify insurance eligibility and coverage details on payer platforms
• Assist with prior authorization documentation
• Identify administrative bottlenecks and maintain high patient satisfaction

Bilingual Front Desk, Insurance Verification Specialist – Psychiatry, TMS

• Ensure excellent service for branch customers and the operational efficiency of administrative processes.
• Serve as a facilitator and liaison among the Business Units, local financial management, and People & Management support.
• Issue, register, and send policies through the system.
• Process required policy changes and updates.
• Handle the branch’s initial in-person and virtual customer service.
• Assist in identifying and following up with delinquent customers.
• Provide support to the Business Units (BUs).
• Triage and route customer requests to the Health/Dental and Transportation teams.
• Monitor BU response deadlines to ensure solutions are delivered promptly.
• Enter and monitor purchase requisitions and invoices for payment.
• Open and track general maintenance and branch infrastructure tickets.
• Support the planning, promotion, and execution of internal initiatives and events for employees.

Insurance Technician I – Administrative

• Serve as a specialist on atypical or highly complex risks, as well as matters of strategic importance to the brokerage
• Map and develop relationships with underwriters and technical managers at insurance carriers to secure improved market terms
• Develop customized and innovative insurance solutions and proposals to address the specific needs of large clients
• Monitor and analyze market trends, including new products, regulations, and competitor activity, and adjust the brokerage’s quotation strategy accordingly
• Standardize and create internal underwriting policies and quotation manuals for the technical team
• Provide direct support to the commercial leadership team in technical presentations for strategic clients
• Ensure compliance with the department’s technical processes
• Create clear, targeted proposals to support the commercial team and demonstrate value to clients

Insurance Specialist – Property & Casualty

• Respond to leads generated by the brokerage
• Assess customer profiles and understand their needs
• Prepare insurance quotes quickly and accurately
• Negotiate with customers, offering insurance terms and solutions
• Send proposals through the Teleport platform or directly to insurance carriers
• Handle new insurance policies and/or renewals
• Provide personalized customer service
• Meet sales targets and drive company growth

Commercial Sales Assistant – Auto Insurance

• Register all cases received for analysis and update the status at each stage of the process under your management.
• Conduct preliminary analyses of incoming requests, determining whether additional information is needed to prepare competitive quotes suited to the Insured’s profile.
• Request, organize, and manage submissions sent to insurance companies.
• Maintain records of requests under your management and monitor their status with the commercial teams.
• Support other technicians on the team in analyzing requests and conducting inquiries with the insurance market.
• Act as a point of contact for insurers, providing clarification and sending supplementary information.
• Meet established deadlines and contribute to achieving performance indicators (SLA, quality, and productivity).
• Participate in alignment meetings and discussions of complex cases, proposing technical solutions and alternatives.
• Support the technical development of less experienced technicians by sharing knowledge and best practices.
• Identify opportunities to improve processes and contribute to standardizing the team’s routines.
• Support clients in technical discussions.

Insurance jobs in Brazil