Description
Job Summary:
Professional responsible for processing insured/non-insured benefit transactions, verifying invoices, serving customers, and pursuing continuous improvement in the insurance area.
Key Highlights:
1. Processing of insured and non-insured benefit transactions
2. Verification of invoices and documents to prevent losses
3. Identification of continuous improvement opportunities
Description:
* Bachelor's degree in Administration, Human Resource Management, or related fields
* Advanced Excel proficiency
* Experience in the insurance sector, specifically in operational processes for health, dental, and life insurance products
* Customer-focused mindset, professionalism, collaboration, innovation, organization, analytical ability, business acumen, decision-making skills, and technical leadership
* Execute all operations related to insured and/or non-insured benefit transactions (e.g., enrollments, removals, modifications, upgrades, and/or extension plans) using insurers’ and/or operators’ portals and/or systems to ensure accurate processing
* Process invoice kit clearance using insurers’ and/or operators’ portals and/or systems to ensure organized and secure delivery to clients
* Verify invoices by checking all data and/or information contained in the Invoice Kit files to ensure all executed transactions are correctly processed
* Review all received documents by identifying contradictory data and/or information, gaps, errors, incorrect numbers and documents, and outdated information to safeguard against issues causing losses to the business and/or clients
* Maintain a record of all executed transactions by entering necessary data and/or information to ensure effective tracking of performed actions
* Provide empathetic customer service through attentive treatment grounded in dialogue and understanding of client needs, to clarify doubts and/or provide necessary information regarding billing and/or cost allocation processes
* Evaluate dependents reaching the age of majority (Monthly Report in billing and Insurers’ Registration Status), analyzing reports issued by operators and/or insurers to process removals due to age limit (age of majority)
* Identify continuous improvement opportunities through process mapping conducted during execution, application of procedures, and workflow implementation, to propose actions enabling ongoing enhancement of operational performance
* Perform other related and inherent professional duties as required by departmental needs and/or demands, whenever necessary, through training, professional qualification, and guidance from the immediate supervisor to ensure continuous professional development.
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