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Insurance Technician II – Billing, Life Insurance Operations
Alper SegurosTécnico Seguros II ensuring accuracy in billing operations for life insurance clients. Part of Alper Seguros, a leading insurance brokerage in Brazil.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and analytical skills in managing billing processes, ensuring compliance with contractual rules, and maintaining internal controls. Proficient in using Microsoft Office and Google Workspace to prepare reports and communicate effectively with clients.
Highest-signal resume keywords
Billing Process ManagementGroup Life Insurance KnowledgeMicrosoft Office ProficiencyClient CommunicationInternal Control Maintenance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing Kit PreparationTransaction VerificationReport PreparationCost AllocationFile UploadingInvoice VerificationProcess Improvement
Soft Skills
Analytical SkillsOrganizational SkillsCommitment to QualityGood Communication Skills
Tools & Technologies
Google WorkspaceMicrosoft OfficeAlper's Internal System
Industry Keywords
InsuranceCorporate ClientsEnrollment ProposalBoleto Due DatesClient Doubts Clarification
About the role
Key responsibilities & impact- Ensure the billing kits are reviewed and sent to clients within established SLAs so that payments are made by the due dates.
- Receive and verify the transactions/files submitted by the client, ensuring they comply with contractual rules.
- When analysis of the Enrollment Proposal is required, be responsible for reviewing, sending and following up with the insurer and the client.
- Upload files to the insurers' websites or send them by e-mail when required.
- Download invoices via the websites/channels provided by the insurers, verify and send them to clients; if there are inconsistencies, return them to the insurer for the necessary adjustments.
- Store the files provided by clients and insurers in each client's internal system.
- Prepare reports and cost allocations (prorations) using internal tools, following the model requested by the client.
- Send the billing kits, within the established SLA, containing the required files by e-mail or through the system to clients.
- Negotiate extensions of boleto due dates with carriers/operators in case of failures or delays by the team.
- Clarify client doubts via e-mail or phone.
- Post endorsements in Alper's internal system.
- Keep internal controls properly completed and updated.
- Propose improvements to the processes under your responsibility.
- Contribute to the training of Insurance Technician I staff.
- Participate in meetings with clients.
- Focus on corporate clients.
Requirements
What you’ll need- High school diploma required; coursework toward a university degree in Business Administration, Insurance, or related fields is desirable.
- Microsoft Office / Google Workspace.
- Basic knowledge of Group Life Insurance.
- Behavioral: commitment to delivery quality; organized; analytical; good communication skills.
Benefits
Comp & perks- Medical and dental coverage provided by Bradesco Seguros.
- Meal or grocery allowance via a flexible card.
- Transportation voucher.
- Profit sharing (PLR).
- Total Pass: plans with top-tier gyms and exclusive pricing.
- Life insurance.
- Partnerships with language schools, exchange programs, universities and various courses.
- Discounts on personal insurance for you, your parents, children and spouse.
- Childcare allowance and programs that promote maternal and baby health.
- Day off on Insurance Professional's Day.