Client Relationship Manager II – Benefits Relationship

Alper Seguros

Relationship Manager securing client relationships and providing strategic consulting at Alper Seguros. Ensuring financial sustainability of contracts and excellence in benefit delivery.

Posted 5/5/2026full-timeSão Paulo • 🇧🇷 BrazilMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

contract adjustmentrepricing calculationsmarket studyclient servicerisk mitigationhealth promotioncross-sellupsellExcel

Soft Skills

consultative managementstrategic managementnegotiationcommunicationrelationship managementproblem-solvingadvisorymediationpresentation

Certifications

Bachelor's degree