Alper Seguros

Client Relationship Manager III

Alper Seguros

full-time

Posted on:

Location Type: Hybrid

Location: Belo Horizonte • Brazil

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Ensure retention and growth of the client portfolio through consultative and strategic management.
  • Act as the main link between the client, Alper and the plan operators/insurers, ensuring the financial sustainability of contracts, risk mitigation and excellence in the delivery of contracted benefits.
  • Provide client service by phone, in person, email and WhatsApp;
  • Provide client support and, when 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 referred by the Executive Manager and actively monitor the implementation process, continuing client relationship activities;
  • Participate in handover meetings during implementation;
  • Validate commercial proposals from Operators/Insurers in case of operator change;
  • Validate Alper's commercial proposals/service contracts for clients;
  • Provide continuous advisory focused on the current contract, preventing potential exposures and future risks to clients;
  • Mediate analysis of medical plan coverages and procedures covered or excluded;
  • Request a market study in Smart Process 150 days in advance and update the card as the process progresses;
  • Present the market study to the client;
  • Negotiate rate adjustments with the client and operator/insurer, maintaining the expectations and interests of the client/Alper;
  • Request brokerage placement at renewals when operator takeover/change does not occur;
  • Flag internal areas and Smart Process for changes/adjustments that occurred in the client portfolio;
  • Open task tickets in Salesforce for requests to Risk Management and Health Management;
  • Send reports of implemented programs (AlperAtest, PMM, Care Pathway, Dr. Alper);
  • Send claims information monthly to the client;
  • Present management reports according to the client's classification and reporting frequency;
  • Prepare agendas for Health Committees, participate in the Pre-Committee and Health Committee;
  • Suggest and monitor health promotion and management actions for clients in the portfolio;
  • Validate the costs of actions and request internal approval;
  • Track investments in health actions with clients;
  • Deliver awareness presentations and reinforce internal health management programs;
  • Stay informed of operational activities executed by the operations area 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 (completed)
  • Experience (required).
  • Post-sales relationship experience | Experience at brokers (preferred) or at operators | Knowledge of the insurance market: supplementary health plans, life insurance and dental insurance (knowledge of private pension desirable) | Contractual rate adjustment calculations.
  • Basic MS Office skills | Knowledge of the operating market (ANS/SUSEP regulations);
Benefits
  • Medical and dental coverage provided by Bradesco Seguros;
  • Meal or food allowance with a flexible card;
  • Transportation voucher;
  • Profit-sharing (PLR);
  • Total Pass: plans with top-tier gyms and exclusive prices;
  • Life insurance;
  • Partnerships with language schools, study abroad programs, universities and various courses;
  • Discount on purchasing personal insurance for you, your parents, children and spouse;
  • Childcare assistance and programs that promote mother and baby health;
  • Holiday on Insurance Professional Day (Securitário Day).
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
contractual rate adjustment calculationsclient portfolio managementmarket study analysisrisk mitigationhealth plan coverage analysisbrokerage placementupsell strategiescross-sell strategiesExcel spreadsheet managementclient relationship management
Soft Skills
consultative managementstrategic managementnegotiationcommunicationproblem-solvingclient serviceadvisory skillsinterpersonal skillspresentation skillsteam collaboration
Certifications
Bachelor's degree