Relationship Analyst, Temporary

Jobtailor; São Paulo; Presencial; BRL 40 000 - 70 000; Tempo integral

Resumo da oferta

Jobtailor in São Paulo seeks a client-focused service professional for a medium-complexity portfolio in health and dental benefits. The role emphasizes accurate guidance on coverage rules, reimbursement processes, and cross-channel support to ensure smooth claims and renewals.

The candidate should have a business-related degree, solid Excel skills, and knowledge of ANS regulations. This full-time position offers opportunities for process improvement and professional growth within a collaborative

Qualificações

• Bachelor's degree in Business Administration, Human Resources Management or a related field.
• Intermediate knowledge of Excel.
• Experience in the insurance sector with health and dental products and knowledge of current ANS regulations (National Supplementary Health Agency).
• Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication skills.

Responsabilidades

• Provide service to a portfolio of medium-complexity clients through in-person, telephone and/or digital channels.
• Deliver attentive customer service grounded in dialogue and understanding of client needs, in order to clarify doubts and provide necessary information regarding coverage procedures for insurable and non-insurable benefits.
• Support clients with reimbursement requests and pre-authorization for reimbursements via in-person, telephone and/or digital channels to ensure effective reimbursement of expenses incurred for care received outside the contracted provider network.
• Carry out the necessary procedures to conduct market studies by collecting the data and information required to complete quotation forms, in order to identify the best terms and options for the client within the renewal timeframe.
• Prepare reports and/or presentations on claims indicators (loss ratio) by organizing data, information, and quantitative and qualitative analyses to provide clients with their policy results.
• Identify opportunities for improvement by mapping processes, procedures and workflows during execution, in order to suggest actions that enable continuous improvement in customer service.
• Perform other related duties inherent to the role as required by the area, through training, professional qualification and guidance from the immediate supervisor, to ensure continuous professional development.

Conhecimentos

Customer service

Communication

Analytical thinking

Team collaboration

Formação académica

Bachelor's degree in Business Administration or related field

Ferramentas

Excel

Descrição da oferta de emprego

Responsibilities

• Provide service to a portfolio of medium-complexity clients through in‑person, telephone and/or digital channels, ensuring each client is attended to according to their needs in an agile and accurate manner.
• Deliver attentive customer service grounded in dialogue and an understanding of client needs, in order to clarify doubts and provide necessary information regarding coverage procedures for insurable and non‑insurable benefits.
• Support clients with reimbursement requests and pre‑authorization for reimbursements via in‑person, telephone and/or digital channels to ensure effective reimbursement of expenses incurred for care received outside the contracted provider network.
• Carry out the necessary procedures to conduct market studies by collecting the data and information required to complete quotation forms, in order to identify the best terms and options for the client within the renewal timeframe.
• Prepare reports and/or presentations on claims indicators (loss ratio) by organizing data, information, and quantitative and qualitative analyses to provide clients with their policy results.
• Identify opportunities for improvement by mapping processes, procedures and workflows during execution, in order to suggest actions that enable continuous improvement in customer service.
• Perform other related duties inherent to the role as required by the area, through training, professional qualification and guidance from the immediate supervisor, to ensure continuous professional development.

Requirements

• Bachelor's degree in Business Administration, Human Resources Management or a related field
• Intermediate knowledge of Excel
• Experience in the insurance sector with health and dental products and knowledge of current ANS regulations (National Supplementary Health Agency)
• Customer focus, professionalism, collaboration, innovation, organization, resilience, logical reasoning, and assertive communication skills

Core Competencies

Demonstrates expertise in customer service within the insurance sector, focusing on health and dental products, while utilizing analytical skills to prepare reports and identify process improvements. Proficient in managing client interactions through various channels and ensuring compliance with ANS regulations.