Client Relationship Manager II – Benefits Relationship

🕒 May 5

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Alper Seguros

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2010

🤝 B2B

⚕️ Healthcare Insurance

☁️ SaaS

💰 $27.7M Post-IPO Equity - Alper on 2022-07

B2B • Healthcare Insurance • SaaS

Alper Seguros is one of Brazil’s largest insurance brokerages offering a broad portfolio of corporate and personal insurance products, digital platforms and risk-management services. The company serves a large B2B client base and individual customers with solutions including corporate benefits and health plans, cyber risk, cargo and transportation insurance, agribusiness insurance, auto and personal lines, reinsurance and specialty risk products. Alper also operates digital platforms (Dr. Alper telehealth, VC+Seguro online contracting, AlperAgroTech) and a partner distribution network to streamline sales and administration.

📋 Description

• Ensure retention and growth of the client portfolio through consultative and strategic management. • Act as the main link between the client, Alper and the operators/insurers, ensuring the financial sustainability of contracts, risk mitigation and excellence in delivery of contracted benefits. • Provide client service by phone, in person, e-mail and WhatsApp; • Provide client service and, if necessary, involve the health center; • Interact with Sales, Implementation, Quotation, Health Management, Risk Management, Operations, Life Insurance, Dr. Alper, Operators/Insurers and Clients; • Welcome new clients assigned by the Executive Manager and actively follow the implementation process, continuing client relationship activities; • Participate in handover meetings from implementation; • Validate commercial proposals from Operators/Insurers in case of operator change; • Validate Alper's commercial proposals/service contracts for clients; • Provide ongoing advisory focused on the current contract, avoiding potential exposures and future risks to clients; • Mediate analysis of medical plan coverages and covered/excluded procedures; • Request the market study in Smart Process 150 days in advance and update the process card as the process advances; • Present the market study to the client; • Negotiate the adjustment with the client and operator/insurer while preserving the interests and expectations of the client/Alper; • Request brokerage for renewals when operator assignment/change does not occur; • Notify internal areas and update Smart Process with changes/adjustments in the client portfolio; • Open task tickets in Salesforce for requests to Risk Management and Health Management; • Send reports of implemented programs (AlperAtest, PMM, Trilha do Cuidado, Dr. Alper); • Send monthly claims/loss ratio to the client; • Present management reports according to client classification and periodicity; • Schedule and promote agendas for Health Committees, and participate in Pre-Committee and Health Committee meetings; • Propose and monitor health promotion and management actions for clients in the portfolio; • Validate action costs and request internal approval; • Control investments in health actions with clients; • Deliver awareness presentations and reinforce internal health management programs; • Stay informed of operational activities performed by the operations team within deadlines agreed with clients; • Negotiate exceptions with Operators/Insurers; • Mediate the resolution of pending issues and operational errors caused by Alper with Operators/Insurers/Clients; • Update internal controls (Excel spreadsheets) regarding client visits, cross-sell and renewal tracking; • Create strategies to grow your client portfolio through upsell and cross-sell opportunities; • Identify and act on potential risks/actions to retain your client portfolio.

🎯 Requirements

• Bachelor's degree • Relevant experience • Post-sales relationship experience | Experience in brokerages (preferably) or operators/insurers | Knowledge of the insurance market: supplementary health plans, life and dental insurance (knowledge of private pension is desirable) | Contract adjustment/repricing calculations • Basic Microsoft Office | Knowledge of the active market (ANS/SUSEP rules)

🏖️ Benefits

• Medical and dental coverage provided by Bradesco Seguros; • Meal or food allowance via flexible card; • Transportation voucher; • Profit-sharing (PLR); • Total Pass: plans with top-tier gyms and exclusive pricing; • Life insurance; • Partnerships with language schools, universities and various courses; • Discounts on personal insurance for you, your parents, children and spouse; • Daycare assistance and programs that promote mother and baby health; • Day off on Insurance Professional Day.