Client Relationship Manager III

Jobtailor; São Paulo; Presencial; BRL 134 000 - 201 000; Tempo integral

Resumo da oferta

Jobtailor in Brazil seeks a seasoned Client Portfolio Manager to retain and grow health insurance portfolios, serving as the primary liaison between clients, Alper, and carriers to ensure financial sustainability, risk mitigation, and excellent benefits delivery.

You will support clients by phone, in person, email, and WhatsApp; coordinate implementations; negotiate premiums; monitor market studies; and create management reports using Salesforce and Excel.

Qualificações

• Bachelor’s degree completed
• Experience in post-sales relationship management
• Experience at insurance brokerages or insurance carriers
• Knowledge of the insurance market including private health plans, life insurance and dental insurance

Responsabilidades

• Retain and grow client portfolios through consultative management
• Serve as liaison between clients, Alper, and carriers to ensure contract financial sustainability
• Provide multi-channel client support (phone, in person, email, WhatsApp)
• Engage Health Center and liaise with internal teams and carriers
• Negotiate premiums and monitor market studies for clients

Conhecimentos

Client Portfolio Management

Post-Sales Relationship Management

Negotiation Skills

Consultative Management

Formação académica

Bachelor’s degree completed

Ferramentas

Salesforce

Excel

Descrição da oferta de emprego

• Ensure client portfolio retention and growth through consultative and strategic management
• Serve as the primary liaison between clients, Alper, and insurance carriers, ensuring the financial sustainability of contracts, risk mitigation, and excellence in benefits delivery
• Provide support by phone, in person, email, and WhatsApp
• Engage the Health Center when necessary
• Liaise with internal teams, insurance carriers, insurers, and clients
• Welcome new clients and monitor the implementation process
• Participate in implementation handover meetings
• Validate commercial proposals and contracts from insurance carriers, insurers, and Alper
• Provide ongoing advice on active contracts, coverage, and procedures
• Request and monitor market studies and present them to clients
• Negotiate premium adjustments with clients and insurance carriers/insurers
• Request brokerage commissions for renewals
• Flag changes and adjustments to internal teams and in Smart Process
• Open Salesforce cases for Risk Management and Health Management
• Send reports on implemented programs and claims ratios
• Present management reports
• Promote and participate in Health Committees
• Recommend and monitor health promotion and health management initiatives
• Validate costs, request approvals, and control investments in health initiatives
• Deliver presentations on internal health management programs
• Monitor operational activities according to agreed deadlines
• Negotiate exceptions with insurance carriers/insurers
• Mediate the resolution of outstanding issues and operational errors
• Update internal controls in Excel spreadsheets
• Develop growth strategies through upselling and cross-selling
• Identify and address portfolio risks and retention initiatives

Requirements

• Bachelor’s degree completed
• Professional experience
• Experience in post-sales relationship management
• Experience at insurance brokerages, preferably, or insurance carriers
• Knowledge of the insurance market, including private health plans, life insurance, and dental insurance
• Knowledge of private pension plans is desirable
• Knowledge of contractual adjustment calculations
• Basic Microsoft Office skills
• Knowledge of ANS/SUSEP regulations

Core Competencies

Demonstrates expertise in client portfolio management, including retention and growth strategies, while ensuring compliance with insurance regulations and delivering exceptional benefits. Proficient in relationship management, negotiation, and operational oversight within the insurance sector.

Highest-signal resume keywords

• Client Portfolio Management
• Post-Sales Relationship Management
• Insurance Market Knowledge
• Contractual Adjustment Calculations
• Negotiation Skills

ATS Optimization Keywords

Hard Skills

• Bachelor's Degree
• Insurance Market Knowledge
• Contractual Adjustment Calculations
• Post-Sales Relationship Management
• Basic Microsoft Office Skills

Soft Skills

• Consultative Management
• Communication Skills
• Problem-Solving Skills
• Negotiation Skills

Industry Keywords

• Private Health Plans
• Life Insurance
• Dental Insurance
• Private Pension Plans
• ANS/SUSEP Regulations

Tools & Technologies

• Salesforce
• Excel