MDS Group

Analyst

• Implement contracts (SME, Mid-market or Corporate) for insurable and non-insurable benefits, acting in all stages of the process to ensure accurate integration and implementation of products and services.
• Monitor the implementation timeline by tracking phases and SLAs to ensure on-time deliveries and prevent delays.
• Verify the carrier’s asset roster and the first invoice through data and documentation analysis to ensure compliance and accuracy of client information.
• Map the client’s internal routines and align them with the consulting areas through meetings and process surveys to ensure integration and clarity in implementation procedures.
• Validate the implementation layout (consulting model) through critical review and adjustments with the client to ensure processes are correct and applicable.
• Review the consulting commercial and technical proposal by detailed document analysis to ensure all client requirements are met.
• Receive and control digital signatures via the consultancy’s platform to formalize agreements and required documentation.
• Guide the client on operational routines and billing through trainings and communications to promote autonomy and correct use of benefits.
• Prepare and adapt communications and implementation materials by customizing templates to ensure clarity and consistency in messaging.
• Lead or participate in internal kickoffs and meetings with clients and carriers, aligning expectations and strategies to ensure mutual understanding and effective implementation planning.
• Check deadlines and pending items with the carrier through continuous follow-up to keep the project on schedule.
• Request information from the carrier and/or client regarding claims and allowances (excluding commercial matters) through direct contacts and demand follow-up to clarify issues and ensure proper handling of requests.
• Develop communication materials by creating and customizing templates and content to ensure clarity, standardization and effectiveness in client communications.
• Deliver implementation presentations, through in-person or virtual trainings and presentations, to train clients and staff on correct process execution.
• Conduct operational meetings internally, with carriers and clients, through strategic alignments and technical discussions to ensure integration, informed decisions and efficient progress of implementations.
• Support the preparation of reports and analysis of area indicators by maintaining accurate data in the consultancy’s systems, ensuring information reliability in accordance with contractual rules and client-mapped routines.
• Perform registrations and updates in the consultancy’s tools by recording client data and routines, contracts, subcontracts and beneficiaries to ensure up-to-date and consistent information.

Mid-level Implementation Analyst – Insurance & Benefits

• Provide service to a portfolio of lower-complexity clients through in-person, telephone and/or digital channels, ensuring all clients are served promptly and accurately according to their needs.
• Deliver customer service with attentive, dialogue-based interactions that seek to understand needs, providing clarification and necessary information regarding coverage processes for insurable and non-insurable benefits.
• Assist clients with reimbursement requests and pre-approvals via in-person, phone or digital channels, ensuring effective reimbursement of expenses incurred for services received outside the provider network.
• Perform necessary procedures for market studies by collecting data and information required to complete quotation forms, identifying the best conditions and options for the client within the renewal timeframe.
• Prepare reports and/or presentations with claims ratio indicators by organizing data and conducting quantitative and qualitative analyses, providing clients with policy performance results.
• Identify improvement opportunities through process mapping carried out during operations and application of procedures and workflows, proposing actions to enable continuous improvement in customer service.
• Perform other related duties inherent to the role as required by the area’s needs and demands, participating in training, professional development and guidance from immediate supervisors to ensure continuous professional growth.

Junior Relationship Analyst

• Support the implementation of benefit contracts (SME, Middle, or Corporate), both insurable and non-insurable, working across all stages of the process to ensure accurate integration and implementation of products and services.
• Monitor the implementation schedule, tracking milestones and SLAs to ensure on-time deliveries and prevent delays.
• Verify the carrier's asset base and the first billing through data and documentation analysis to ensure compliance and accuracy of client information.
• Assist in mapping clients' internal routines and align them with consulting areas through meetings and process surveys to ensure integration and clarity in implementation procedures.
• Assist in validating the implementation layout (consulting model) through critical analysis and adjustments with the client to ensure processes are correct and applicable.
• Review the consulting commercial and technical proposals by thoroughly examining documents to ensure all client requirements are met.
• Receive and manage digital signatures via the consultancy platform to formalize agreements and mandatory documentation.
• Guide clients on operational routines and billing through trainings and communications to promote autonomy and correct use of benefits.
• Support the preparation and customization of implementation communications and materials by personalizing templates to ensure clarity and consistency.
• Lead or participate in internal kickoffs and meetings with clients and carriers, aligning expectations and strategies to ensure mutual understanding and effective implementation planning.
• Check deadlines and outstanding items with the carrier through continuous follow-up to keep the project on schedule.
• Request information from the carrier and/or client regarding claims and concessions (excluding commercial matters) through direct contacts and demand tracking to ensure clarifications and proper progress of requests.
• Support the development of communication materials by creating and customizing templates and content to ensure clarity, standardization, and effectiveness in client communications.
• Assist in implementation briefings by delivering presentations and in-person or virtual trainings to enable clients and employees to correctly execute processes.
• Support internal operational meetings with carriers and clients by providing strategic alignments and technical discussions to ensure integration, informed decisions, and efficient progress of implementations.
• Support the creation of reports and analysis of area metrics by maintaining accurate data in the consultancy's systems, ensuring the veracity of information in accordance with contractual rules and mapped client routines.
• Perform registrations and updates in the consultancy's tools by recording client data and routines for contracts, subcontracts, and beneficiaries to ensure updated and consistent information.

Junior Implementation Analyst, Insurance & Benefits

Account Executive

• Manage a portfolio of clients (clients of medium complexity in terms of criticality, size, revenue, and relationship) through actions that develop a commercial relationship between the client and the brand, ensuring all clients are served according to their needs in an assertive and timely manner.
• Conduct contract negotiations and maintain coverage of active policies by tracking proposal renewal dates with each operator and/or insurer to guarantee contract revenue retention.
• Ensure the management of the relationship between the client and the operator and/or insurers through regular alignments and monitoring of the contracted services to ensure operational efficiency and satisfaction with the services provided.
• Negotiate with operators, insurers, and/or clients by gathering the data and information required for the renewal process to ensure adjustments fully meet the client’s needs.
• Prepare reports and/or presentations with indicators by organizing data, information, and quantitative and qualitative analyses to present policy results to the client.
• Participate in market studies by conducting research aimed at collecting data to structure proposals, seeking options that fully meet the client’s needs within the renewal timeline.
• Present market study results to the client via in-person meetings, phone calls, and/or digital tools to demonstrate options that fully meet the client’s needs.
• Complete all necessary controls for Market Studies, Renewals, Adjustments, Commissioning and Brokerage, Health Management, Committees, Strategic Meetings, etc., by entering required data and information to ensure the scope of the agreed work with the client is fulfilled.
• Identify improvement opportunities through mappings performed during process execution, application of procedures, and workflows, suggesting actions that enable continuous improvement in order to continuously enhance products and/or services.
• Provide necessary support and/or service by supplying data and/or information related to products and/or services so that everyone can be served according to their needs in an agile and assertive manner.

Mid-level Account Executive

Pricing Analyst

• Prospect clients through active outreach via LinkedIn, email and phone; update and organize the lead database to attract potential companies into the sales funnel and generate new qualified commercial opportunities.
• Manage inbound commercial requests (RFP/RFI/contracts) by monitoring communication channels, acknowledging receipt to the client, requesting additional information when necessary, and initiating follow-ups to ensure an efficient initial journey and increase the conversion rate of inbound opportunities.
• Prepare technical and commercial proposals by collecting prospect data, identifying costs, developing pricing, and drafting technical and commercial documentation to deliver solutions that match the requested scope, are competitive in the market, and align with prospect expectations.
• Drive commercial opportunities to initial closure through the full process of prospecting, qualification, proposal presentation and preliminary negotiation with the prospect, ensuring the opportunity progresses to contract signature or order confirmation before handing the client over to ongoing account management.
• Update supplier/vendor registrations on procurement platforms by responding to RFIs and uploading legal, financial and technical documentation and registration data on platforms such as SAP Ariba, ensuring qualified supplier status in purchasing processes.
• Participate in commercial meetings by delivering presentations or workshops, understanding client needs, answering questions and covering for representatives when required, in order to present differentiators, align expectations and ensure correct understanding of the scope requested by the prospect.
• Perform other related professional duties inherent to the role as required by the area, through training, professional development and guidance from the direct supervisor, to ensure continuous professional growth.

Commercial Analyst, Junior

Financial Planning and Analysis

• Provide service to clients with high-complexity financial risks (Surety Bonds and Lease Surety), via telephone and/or digital tools, ensuring all clients are served promptly and accurately in response to inquiries.
• Perform market research to obtain quotes, track progress, issue and deliver proposals/policies, in order to identify the best options and pricing that fully meet client needs.
• Present a detailed description of product characteristics, features and technical requirements to clients through in-person meetings and/or digital tools, clarifying all details regarding coverages, exclusions, applicability, claim examples, etc., for Surety Bonds and Lease Surety.
• Manage policy records using systems and computerized tools to ensure the commission reconciliation process is organized and secure.
• Follow up on outstanding premium payments via telephone and/or digital tools to ensure all amounts are properly collected.
• Act as a trainer and/or point of reference for other team members through training and guidance so that everyone can make the best use of the applications and resources of the work tools to achieve results.
• Perform other related professional activities inherent to the role as required by the area, through training, professional qualification and guidance from the immediate leader, to ensure continuous professional development.

Senior Financial Lines Analyst – Surety Insurance

Manager

• Identify potential prospects (leads) through proactive prospecting and acquisition of new prospects (phone calls, e-mails, LinkedIn, etc.) to initiate commercial relationships and generate new business.
• Manage the Sales Pipeline by organizing all stages such as Prospecting, Proposal Submission, Follow-up and Closing to control, monitor progress and forecast sales results.
• Map prospects by understanding their profiles, behaviors and characteristics to qualify potential prospects and prioritize those with high purchasing power.
• Provide human-centered service through attentive and welcoming dialogue, delivering necessary information about products and services within established service and quality standards.
• Perform other related and job-inherent activities as required by the area, through training, professional development and guidance from the immediate supervisor to ensure continuous professional growth as a learning opportunity and according to area needs.
• Actively contribute to the development of performance indicators (KPIs), objectives and key results (OKRs) and new commercial projects.

Commercial Manager – Insurance

Operations

• Perform all operations related to movements of insurable and non-insurable benefits (additions, removals, changes, upgrades and/or plan extensions) using carriers' and insurers' portals and systems to ensure all processing is completed correctly.
• Process the billing kit through carriers' and insurers' portals/systems to prepare and send it to the client in an organized and secure manner.
• Verify invoices by checking all data and information contained in the Billing Kit files to ensure all performed movements have been processed correctly.
• Review all received documents to identify contradictory data or information, gaps, errors, incorrect numbers or documents, and outdated information in order to protect and prevent issues that could cause harm to the business and/or client.
• Maintain control records of all movements performed by entering required data and information to ensure effective tracking of actions taken.
• Provide empathetic, customer-focused support through attentive communication and understanding of needs, offering clarification and necessary information regarding billing and/or premium allocation processes.
• Evaluate dependents who reach the age of majority (monthly billing report and insurers' registration status) by analyzing reports issued by carriers/insurers to process exclusions due to age limits (adulthood).
• Identify improvement opportunities by mapping processes during execution, applying procedures and workflows, and suggesting actions to enable continuous improvement in operational performance.
• Perform other related duties inherent to the role as needed or requested by the area, including training, professional development and guidance from the immediate supervisor, to ensure continuous professional growth.

Operations Analyst (Mid-level)

• Provide service to a portfolio of lower-complexity clients through in-person, telephone and/or digital channels, ensuring all clients are served quickly and accurately according to their needs.
• Deliver customer service with attentive, dialogue-based interaction and an understanding of client needs, in order to clarify doubts and provide necessary information regarding coverage processes for insurable and non-insurable benefits.
• Assist clients with reimbursement requests and pre-authorizations through in-person, telephone and/or digital channels, ensuring effective reimbursement of expenses incurred for care received outside the accredited network.
• Carry out the necessary procedures for market studies by gathering data and information required to complete quotation forms, in order to identify the best conditions and options for the client within the renewal deadline.
• Prepare reports and/or presentations with claims indicators by organizing data, information, and quantitative and qualitative analyses, to provide clients with the results of their policy.
• Identify improvement opportunities through process mapping conducted during execution, and the application of procedures and workflows, to suggest actions that enable continuous improvement in customer service.
• Perform other related duties inherent to the position as required by the area’s needs and demands, and when necessary participate in training, professional development and guidance from the immediate supervisor to ensure continuous professional growth.

• Receive and organize client information by collecting invoices, spreadsheets and registration data (e.g., dates of birth, gender, number of lives, risk assessment questionnaires, reports) to ensure correct and complete inputs for commercial analysis and processing.
• Standardize and consolidate received data by structuring information into the standard template to enable proper submission to placement and obtain accurate proposals and quotes.
• Manage the end-to-end workflow by monitoring deadlines, following up on pending responses, controlling the sales funnel and maintaining full CRM records to ensure SLA compliance and operational flow for commercial requests.
• Validate the quality of deliverables by thoroughly checking requested and received information to ensure alignment with client needs and avoid rework during the quotation process.
• Support interactions with insured parties, insurers and prospects through appropriate communication tailored to different profiles and needs, in order to strengthen commercial relationships and advance opportunities.
• Participate in the sales process when required by providing support for deal closing and preliminary negotiation to increase commercial accuracy and contribute to a higher conversion rate.
• Support the team’s commercial strategy by organizing received information into structured, presentation-ready data to facilitate closings and generate new business opportunities for the company.
• Prepare presentations by consolidating all received data and information to support the sales area in conducting commercial negotiations.
• Perform other related and inherent duties as required by the area, through training, guidance and qualifications provided, aiming at continuous professional development and contribution to team objectives.

Senior Commercial Analyst

• Provide service to an assigned client portfolio through in-person, phone, and/or digital channels, ensuring all clients are served according to their needs in an agile and accurate manner.
• Provide attentive support to clients and beneficiaries, based on dialogue and understanding of needs, in order to clarify doubts and provide the necessary information regarding coverage processes for insurable and non-insurable benefits.
• Manage interactions with operators/insurance companies regarding requests received from clients and beneficiaries.
• Work with operators/insurance companies to obtain authorizations for procedures and address denials.
• Provide network provider recommendations and clarify questions about the health plan.
• Support clients with reimbursement requests and pre-approvals via phone and/or digital tools to ensure effective reimbursement of expenses incurred for care received outside the contracted network.
• Carry out the procedures necessary to perform market studies by gathering data and information required to complete quotation forms, in order to identify the best terms and options for the client within the renewal deadline.
• Prepare reports and meeting minutes.
• Generate spreadsheets documenting copayment handling and reconciliations.
• Identify opportunities for improvement through mappings conducted during process execution, application of procedures and workflows, and suggest actions to enable continuous improvement in customer service.
• Perform other related professional activities inherent to the role as required by the area, including training, professional development and guidance from the immediate supervisor, to ensure continuous professional development.

Junior Client Relationship Analyst

• Provide service to a portfolio of medium-complexity clients through in-person, telephone and/or digital channels to ensure all clients are served promptly and accurately according to their needs.
• Serve customers with attentive treatment based on dialogue and understanding of their needs to clarify doubts and provide necessary information regarding coverage processes for insurable and non-insurable benefits.
• Assist clients with claims and reimbursement requests, via in-person, telephone and/or digital channels, to ensure effective reimbursement of expenses incurred for care received outside the provider network.
• Perform necessary procedures to conduct market studies by gathering data and information required to complete quotation forms, in order to identify the best conditions and options for the client within the renewal timeframe.
• Prepare reports and/or presentations with claims and loss-ratio indicators by organizing data, information and quantitative and qualitative analyses to provide clients with policy results.
• Identify improvement opportunities through process mapping during execution of tasks, application of procedures and workflows, to propose actions that enable continuous improvement in customer service.
• Perform other related professional activities inherent to the role as required by the area’s needs and demands, through training, professional development and guidance from the immediate supervisor to ensure continuous professional growth.

Analista de Relacionamento

Administrative Assistant

• Realizar o agendamento dos exames ocupacionais (admissionais, periódicos, de retorno, mudança de risco ocupacional e demissionais), por meio da coleta e conferência das informações cadastrais e ocupacionais dos colaboradores, a fim de garantir o correto encaminhamento às clínicas credenciadas e o cumprimento dos prazos legais.
• Controlar os vencimentos de exames periódicos e programas legais, utilizando planilhas, sistema SOC e alertas de prazos, com o objetivo de prevenir não conformidades e manter os registros atualizados conforme as exigências legais.
• Atualizar as bases de dados dos clientes no sistema SOC, por meio da importação, conferência e consolidação periódica das planilhas e alinhamentos adicionais realizados, a fim de assegurar a integridade e a consistência das informações administrativas e de saúde.
• Realizar a interface com a rede credenciada para o agendamento dos exames, por meio do envio de informações, controle de confirmações de comparecimento e recebimento dos prontuários digitais, a fim de garantir o fluxo adequado das solicitações, auditorias e a entrega dos ASOs dentro dos prazos definidos.
• Apoiar na organização de visitas técnicas, agendando datas junto aos clientes, a fim de contribuir para o cumprimento das exigências legais e o bom andamento das atualizações dos programas.
• Controlar o fluxo de atestados e afastamentos, por meio da recepção, conferência e cadastro dos atestados no sistema, e realizando interface com o médico do trabalho para adequada orientação ao cliente e acompanhamento do caso, a fim de garantir conformidade com as políticas internas e a legislação vigente.
• Apoiar a realização de reuniões periódicas com as empresas-cliente, por meio da preparação de pautas, relatórios e materiais de apoio, a fim de contribuir para o alinhamento de informações e o acompanhamento dos contratos em andamento.
• Apoiar na resolução de pendências das empresas-cliente junto às áreas internas, por meio do acompanhamento das solicitações e da atualização das informações entre os envolvidos, a fim de garantir agilidade e precisão no atendimento das demandas administrativas e operacionais.
• Realizar outras atividades profissionais correlatas e inerentes ao cargo exercido, conforme necessidade e/ou e demanda da área, sempre que necessário, por meio de treinamento, qualificação profissional e orientações do líder imediato, a fim de garantir o desenvolvimento profissional contínuo.

Assistente Administrativo – Gestão Dedicada

• Manage a portfolio of clients (clients of lower complexity in terms of criticality, size, revenue and relationship) through actions that build a commercial relationship between the client and the brand, ensuring that all clients are served according to their needs in an accurate and timely manner.
• Conduct contract negotiations and manage current policy coverages by tracking proposal renewal dates with each operator and/or insurer to ensure contract revenue is maintained.
• Ensure relationship management between the client and the operator and/or insurers through regular alignments and monitoring of the services contracted by the client to guarantee operational efficiency and satisfaction with the contracted services.
• Conduct negotiations with operators, insurers and/or the client by gathering the data and information required for the renewal process to ensure that adjustments fully address the client’s needs.
• Prepare reports and/or presentations with key indicators by organizing data, information and quantitative and qualitative analyses to provide the client with policy performance results.
• Participate in market studies by performing research aimed at collecting data to structure proposals, seeking options that fully meet the client’s needs within the renewal deadline.
• Present market study results to the client through in-person meetings, phone calls and/or digital tools to demonstrate options that fully meet the client’s needs.
• Complete all required controls for Market Study, Renewal, Adjustment, Commission and Brokerage, Health Management, Committees, Strategic Meetings, etc., by entering the necessary data and information to ensure delivery of the agreed scope of work with the client.
• Identify improvement opportunities by mapping processes during execution, applying procedures and workflows, and suggesting actions that enable continuous improvement to continually enhance products and/or services.
• Provide necessary support and service by supplying data and information related to products and/or services so that everyone can be served according to their needs in an agile and accurate manner.

Junior Account Executive, Benefits

• Perform all operational processing of movements for insurable and non-insurable benefits (additions, removals, changes, upgrades, and/or plan extensions) using carriers’ and/or insurers’ portals and systems to ensure correct processing.
• Process billing kits using carriers’ and/or insurers’ portals and systems to prepare and send organized and secure documentation to the client.
• Reconcile invoices by verifying all data and information contained in the Billing Kit files to ensure all transactions have been processed correctly.
• Review all received documents by identifying contradictory data or information, gaps, errors, incorrect numbers and documents, and outdated information to protect the business and clients from issues and potential losses.
• Complete the control log for all transactions performed by entering required data and information to ensure effective tracking of actions taken.
• Provide empathetic, customer-focused service through attentive communication and understanding of needs in order to clarify doubts and provide necessary information regarding billing and/or allocation processes.
• Evaluate dependents who reach legal adulthood (Monthly billing report and insurers’ registration status) by analyzing reports issued by carriers and/or insurers to process removals due to age limits.
• Identify opportunities for improvement by mapping processes during execution, applying procedures and workflows, and suggesting actions that enable continuous improvement in operational performance.
• Perform other related professional activities inherent to the role as required by the area, through training, professional development and guidance from the immediate supervisor to ensure continuous professional growth.

Mid-level Implementation Analyst – Insurance & Benefits

Junior Relationship Analyst

Junior Implementation Analyst, Insurance & Benefits

Mid-level Account Executive

Commercial Analyst, Junior

Senior Financial Lines Analyst – Surety Insurance

Commercial Manager – Insurance

Operations Analyst (Mid-level)

Junior Relationship Analyst

Senior Commercial Analyst

Junior Client Relationship Analyst

Analista de Relacionamento

Assistente Administrativo – Gestão Dedicada

Junior Account Executive, Benefits

Junior Operations Analyst