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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Bachelor's degree in progress or completed.
- Previous experience at an insurance brokerage and in implementation.
- Availability to work in a hybrid model (2 days in-office per week).
Benefits
Comp & perks- Discount club
- Transportation allowance
- Birthday day off
- Telemedicine with general practitioners and specialists
- Life insurance
- Legal, financial and social support program
- Dental plan
- Pharmacy discounts
- Totalpass
- Programs for chronic conditions and pregnant women
- Meal/food allowance
- Health plan – Bradesco Seguros
- Free access to nutritionists and psychologists
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
implementationcontract reviewdocumentation validationlegal document preparationbilling processingrecord creationsystem registration
Soft Skills
communicationorganizationalclient managementproblem-solving
Certifications
Bachelor's degree
