Boon

Operations

• Perform member record changes for Health and Dental benefits (additions, removals, and modifications).
• Update registered lives with the carrier in the EB Quiver system and handle support tickets.
• Monitor movement metrics and SLAs.
• Interact with the following areas: sales, client relations, and implementation.

Junior Benefits Operations Analyst – Member Record Changes, Health, Life & Dental

General

• Apoiar o time comercial na organização e execução de rotinas operacionais;
• Atualização e controle de informações no CRM (HubSpot);
• Garantir a qualidade e consistência das informações comerciais registradas;
• Acompanhar prazos e fluxos de propostas, assegurando agilidade nas entregas;
• Organizar documentos e apoiar na formalização de contratos;
• Atuar na interface com áreas internas (Placement, Relacionamento, Implantação e Financeiro) para alinhamento de demandas;
• Apoiar na geração de relatórios e acompanhamento do funil de vendas;
• Estruturar e manter bases de dados comerciais atualizadas.

Assistente Comercial

Analyst

• Provide consultative support to employees regarding the use of the health plan and related benefits;
• Assist in resolving issues related to the use of health services, provider network, authorizations, reimbursements and releases;
• Advise employees on processes, coverages, programs and best practices for using benefits;
• Interface with insurers, brokers and vendors to monitor and resolve requests;
• Monitor critical cases and ensure follow-up until resolution;
• Support employee experience initiatives related to health and wellbeing;
• Provide support and share case updates with the internal relationship team, keeping all stakeholders aligned;
• Contribute to continuous improvement of processes and the employee experience.

Benefits Analyst

Financial Planning and Analysis

• Register the initial invoice in the system, ensuring correct integration of information for the processing of subsequent invoices;
• Support integration testing between systems with internal teams, ensuring the correct flow of billing information;
• Create and verify invoices without associated services, using prior data and histories to ensure consistency of information;
• Execute policy cancellation processes in the Quiver PRO system after validation and alignment with the responsible areas;
• Record financial settlements in the PRO system, ensuring control and updating of received credits;
• Support the monitoring of operational financial processes, ensuring organization, compliance and adherence to deadlines;
• Assist in identifying registration and operational inconsistencies, contributing to continuous improvement of processes.

Financial Analyst – Junior

• Verify data entered by the sales team in the CRM/system.
• Validate commercial proposals before sending them to the client.
• Compare opportunity information with the generated proposal.
• Identify discrepancies in number of covered lives, amounts, terms, registration data and contracted scope.
• Request corrections from the sales representative when inconsistencies are found.
• Ensure all required fields are completed correctly.
• Manage commercial documents such as renewal letters, NDAs, contracts, proposals and addenda.
• Track internal outstanding items related to the commercial process.
• Keep history and records up to date in the system.
• Support standardization of the commercial process.
• Create and follow validation checklists.
• Report recurring errors and suggest process improvements.

Mid-level Commercial Operations Analyst

• Implement new companies, re-implementations, nominations, cross-selling and upselling for health, dental, life and Boon benefits; additionally, open and cancel sub-policyholders for companies already implemented in Boon for the benefits mentioned above.
• Review contractual agreements, perform internal alignment and prepare the implementation book.
• Request, receive and validate documentation submitted by the client.
• Prepare communication materials.
• Submit to the carrier and address any issues or rejections.
• Prepare, validate and forward legal documents.
• Receive policy numbers, verify them and provide them to the client.
• Request, receive and send the first billing.
• Conduct the closing/onboarding meeting.
• Create records and submit them for system registration.
• Receive requests to open/cancel sub-policyholders and follow up with carriers to provide feedback to the client.

Mid-level Implementation Analyst

• Verify invoices, ensuring the accuracy of information and adherence to established deadlines.
• Enter and settle invoices in the system, ensuring proper control of financial records.
• Perform registrations, cancellations, and data updates in the system, keeping information accurate and consistent.
• Provide support for other team activities.

Operations Intern — Billing

• Support empathetic assistance to beneficiaries of health, dental, life insurance and other products.
• Provide prompt support in interactions with insurers and providers (in-network providers, authorization of exams, surgery status, etc.).
• Assist in locating providers and directing cases to insurers' health programs, following established workflows.
• Clarify beneficiaries' questions about using the health plan and the mobile app.
• Support scheduling of appointments, exams and executive check-ups.
• Perform quick triage of new cases and follow the established handover process to transfer cases to the team with all necessary information.
• Work with the Boon benefit (Wellhub), handling access issues, benefit inquiries, and scheduling via the platform.
• Record service interactions in the platform, following established workflows.

Benefits Assistant

• Conduct internal alignments and prepare the implementation playbook;
• Request, receive and validate documentation submitted by the client;
• Prepare communication materials;
• Submit information to the carrier and handle any rejections or issues;
• Prepare, validate and forward legal documents;
• Receive policy numbers, verify them and make them available to the client;
• Request, receive and send the initial invoice;
• Hold the finalization (onboarding) meeting;
• Make the registrations and submit them to the system;
• Receive requests to open and cancel enrollments, process them with the carriers, and provide feedback to the client regarding the opening/cancellation.