Job Title

Há 2 dias

Rio de Janeiro, Rio de Janeiro, Brasil H&CO Tempo inteiro R$30.000 - R$60.000 por ano

About the Role

We are seeking, on behalf of one of our clients, a highly motivated Policyholder & Enrollment Specialist. This position plays a key role in supporting new customers through the enrollment process and ensuring an excellent service experience. To be successful, the Specialist must demonstrate strong communication skills, a friendly and professional demeanor, and impeccable phone etiquette. The ideal candidate will be a clear communicator with the ability to build and nurture relationships in a virtual environment

What You Will Do

Customer Service & Communication

  • Respond to questions, resolve issues, and provide detailed information on requirements and processes.
  • Guide and correspond with applicants and prospective customers.
  • Manage incoming calls, emails, and other correspondence.
  • Provide clerical support and process requests via telephone, email, fax, or letter.
  • Promote customer retention using service recovery strategies by explaining policy benefits, provisions, and settlement options.

Application & Enrollment Processing

  • Ensure applications are accurate and complete with all required documentation.
  • Process enrollments and schedule meetings with applicants.

Data Entry & Record Management

  • Enter, update, and review records in internal systems.
  • Maintain customer databases and prepare documentation.
  • Research and update customer information.

Policy & Account Management

  • Process policy updates, beneficiary changes, ownership transfers, and address changes.
  • Manage requests from policyholders, associates, and internal departments.
  • Research accounting history as needed.

Billing & Financial Processing

  • Assist with billing matters and payment processing.

Reporting & Administrative Support

  • Prepare and submit reports as required.
  • Provide project and administrative support.
  • Perform additional duties as assigned by leadership.

What You Need to Succeed

  • High school diploma or GED (required).
  • Proficiency in Portuguese; intermediate proficiency in Spanish and English.
  • Reliable internet connection (wired preferred).
  • Strong communication and interpersonal skills.
  • High attention to detail and accuracy.
  • Ability to multitask and prioritize effectively.
  • Comfortable following both written and verbal instructions.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Strong numerical ability for accurate calculations.
  • Previous experience in data entry or enrollment-based roles (preferred).

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