Job Description

The Role

• Respond to internal and external client emails within 12 business hours.
• Provide follow‑up to ensure compliance with operational processes.
• Prepare meeting minutes and provide corresponding follow‑up.
• Maintain and update client documentation in each client's digital file.
• Coordinate with the messenger regarding package pickup locations for processing (for clients without scheduled visits).
• Schedule meetings with clients according to each executive’s calendar (a minimum of two meetings per year must be held with the policyholder and/or policy administrator).
• Create client presentations and keep them updated.
• Prepare monthly management reports for assigned clients.
• Maintain an up‑to‑date renewal tracker and follow up with the technical area.
• Deliver refresher and onboarding sessions when requested by the client or when benefit, operational, or proactive accompaniment changes occur.
• Monitor monthly claims experience and inform the client.
• Perform quarterly claims analysis and provide updates to the client.
• Work proactively with the assigned portfolio, scheduling sessions, campaigns, fairs, and any type of client support required.
• Generate organic growth and prospect new business from existing accounts.

TBD

Requirements

• Bachelor Degree in Business Administration (not mandatory) and/or a Technical Insurance Certification.
• 2 to 3 years of experience in Health & Benefits Insurance.
• Advanced English – mandatory.
• Technical knowledge in Life and Health Insurance, as well as Insurance Law.
• Advanced proficiency in Microsoft Office (Word, Excel, and PowerPoint).
• Strong Customer Service orientation.

Equal Opportunity Employer.