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Operations

• As a Pension Operations Analyst, you will play a key role in managing and executing processes, ensuring accuracy, compliance and efficiency.
• Your responsibilities will include: Benefits and Plan Management: Accurately execute activities related to plans and benefits, including redemptions, portability (incoming and outgoing) and benefit grant processes.
• Perform detailed calculations for redemptions, benefits to be granted and benefits already granted, ensuring accuracy in transaction confirmations and annual adjustments.
• Process and provision funds for payroll related to plans and benefits, ensuring timeliness and correctness of amounts.
• Identify and reconcile balances in participant and entity accounts, especially in portability processes.
• Risk Management and Insurance Contracts: Operate risk coverage activities with insurers, including requesting habilitation and analyzing benefits.
• Ensure compliance with risk acceptance policies and insurance contracts, proactively identifying and managing potential improvements.
• Compliance and Reporting: Prepare, make available and review reports and information to meet legal obligations (DE, DSI, REINF, DIRF, Income Statements), with close attention to detail and deadlines.
• Processes and Continuous Improvement: Execute the annual contribution adjustment process, collaborating with external stakeholders such as insurers and advisors.
• Manage the implementation of proposals, respecting established deadlines.
• Propose and implement actions to update participant and sponsor records, aiming at data integrity.
• Closely monitor department KPIs, using them as the basis for analyses and optimization proposals.
• Serve as a point of support in the mediation of legal processes, facilitating effective communication between the entity and other parties.

Operations Analyst – Pensions

Pricing Analyst

• Conduct comparative and customized analyses, providing detailed technical information and consulting focused on promoting new business.
• Identify upsell and cross-sell opportunities by assessing potential clients and implementing actions to drive commercial expansion.
• Build and maintain strong client relationships, understanding their expectations and promoting proactive, transparent communication.
• Monitor the customer journey, ensuring processes are organized, clear, and consistently up to date.
• Prepare and analyze strategic reports, consolidating information on business performance and tracking the status of contacts, consultations, and opportunities.
• Review and recommend improvements to commercial and communication strategies based on data and technical analysis to optimize resources and results.
• Execute business area routines aligned with the department's objectives and demands.
• Analyze and critically evaluate information, proposing continuous improvements to processes and activities within the area.

Operations Analyst – Pensions

Commercial Analyst