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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.
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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Billing Kit PreparationTransaction VerificationReport PreparationCost AllocationFile UploadingInvoice VerificationProcess Improvement
Soft Skills
Analytical SkillsOrganizational SkillsCommitment to QualityGood Communication Skills