Senior Implementation Analyst

Jobtailor; São Paulo; Presencial; BRL 89 280 - 133 920; Tempo integral

Resumo da oferta

Jobtailor in São Paulo seeks a detail-oriented professional to lead corporate health and dental benefits implementations for diverse clients. You will handle registrations for sub-policyholders, sub-invoices and affiliated entities while ensuring compliance with operators’ requirements.

Key duties include validating documents, coordinating with clients and insurers, maintaining KPIs and timely deadline adherence, and driving process improvements in benefits administration.

Qualificações

• Postgraduate degree (specialization/advanced degree) is a plus.
• Advanced Excel skills (VLOOKUP, XLOOKUP, Pivot Tables, formulas, data analysis) required or preferred.
• PowerPoint proficiency is required.
• Experience with corporate benefits implementation processes (health and dental) is needed.
• Knowledge of data reconciliation, member database management and registration changes.
• Strong data validation and billing review abilities.

Responsabilidades

• Lead implementation processes for corporate health and dental benefits for clients of various sizes and industries.
• Handle registration and opening of sub-policyholders, sub-invoices, affiliated companies and legal entities for corporate clients.
• Review, verify and validate documents and information from internal departments and clients.
• Interact with clients, insurers/operators and internal teams to obtain required documents.
• Follow up requests until completion and regularization; manage deadlines with clients and operators.
• Maintain controls, KPIs and reports up to date, and configure information in the system.

Conhecimentos

Excel

PowerPoint

Data reconciliation

Client relationship

Organizational skills

Formação académica

Postgraduate degree (specialization/advanced degree) considered a plus

Descrição da oferta de emprego

Responsibilities

• Lead implementation processes for corporate health and dental benefits for clients of various sizes and industries;
• Handle registration and opening of sub-policyholders, sub-invoices, affiliated companies and legal entities (corporate clients), ensuring compliance with operators' procedures and requirements;
• Review, verify and validate documents and information received from internal departments and clients;
• Interact with clients, insurers/operators and partner departments to obtain and complete documents and information required for processes;
• Perform continuous follow-up on requests until their completion and regularization;
• Request and follow up with operators on the creation of registration structures, new sub-invoices and the inclusion of companies linked to contracts;
• Manage and keep area controls, KPIs and reports up to date;
• Enter and configure information in the operational system;
• Execute roster/data reconciliation processes, validate member databases and verify registration changes;
• Check the first invoice issued after implementations or contractual changes, ensuring correct inclusion of transactions;
• Support implementation projects, operational improvements and initiatives aimed at process optimization;
• Serve as a technical reference for operational requests related to benefits management;
• Ensure deadlines agreed with internal and external clients and operators are met;
• Maintain organization, digitization and document management for the processes under your responsibility;
• Participate in the development of KPIs, management controls and proposals for continuous improvement of the area's processes.

Requirements

• Postgraduate degree (specialization/advanced degree) considered a plus;
• Intermediate to advanced Excel skills (VLOOKUP, XLOOKUP, Pivot Tables, formulas and data analysis);
• Intermediate knowledge of PowerPoint;
• Experience with corporate benefits implementation processes (health and dental);
• Knowledge of data reconciliation, member database management and registration changes;
• Analytical ability to validate data, documents and billing;
• Organized, detail-oriented and excellent at prioritizing;
• Assertive communication and strong relationship skills with clients, operators and internal departments;
• Collaborative profile, results-driven and focused on continuous improvement.