WHO ARE WE? Customer Intelligence Inc. is a professional consulting service and marketing firm, providing cutting-edge services to help customers grow. CI specializes in the financial industry, and also works with clients across multiple industries, payment brands, processing systems, and other enterprises with a focus on LATAM. PROFILING Bachelor degree in Finance, Economics, Engineering, Business Administration or similar Fluent in English is required (written and spoken) JOB DESCRIPTION The candidate will play a role in monitoring product graduation, liaising with customer contact at a bank, ensuring benefit assignment accuracy including presentment, fulfillment and reporting, managing escalations and account inquiries, and overseeing vendors governance. This role requires excellent organizational skills, analytical thinking, and effective communication abilities. THIS IS A JR POSITION, ONLY CANDIDATES WITH LESS THAN 3 YEAR EXPERIENCE WILL BE CONSIDERED EXPERIENCE 1 – 3 years of working experience (financial sector is a plus) 1 – 3 years of experience in business and leading projects Solid analytical and technical skills to provide sound solutions to complex business issues Proven presentation and facilitation skills as well as an ability to communicate effectively Expert interpersonal skills to engage in multidisciplinary, international, and high-profile Portuguese/English is required Thorough knowledge of all Microsoft Office software packages Excellent ability to break down and communicate complex ideas Affinity for quantitative analysis and telling a story with data Enjoy fostering collaboration within a team and developing team members High level of ownership, quantitative acumen, and entrepreneurship MAIN RESPONSIBILITIES Monitor Migration: Oversee and track the migration upgrade process to ensure smooth transitions and address any issues promptly. Customer Liaison : Act as the primary point of contact for a bank to monitor and document product graduation, ensuring all bank´s requirements and updates are accurately captured. Benefit Assignment Evaluation: Audit GBP for correct benefit assignment, ensuring that all benefits are accurately and appropriately allocated according to upgraded portfolios. Claims Management: Monitor open and closed claims on a weekly basis, track their status, and ensure timely resolution to maintain efficient operations and client satisfaction. Vendor Governance: Establish and manage governance processes with Insurance vendors, overseeing the management of inquiries to ensure accountability and effective resolution. Reporting : Generate and present weekly reports detailing migration progress, content accuracy, inquiry statuses, and any relevant metrics to inform stakeholders and guide decision-making. Escalation Tracking: Review and track escalations, ensuring that critical issues are promptly addressed and resolved, and provide recommendations for improvements if necessary Provide regular high-level communications to the high-level managers and detailed communications to project team WHAT DO WE OFFER? A result driven approach An exciting and professional work environment. Exposure to key decision makers in the industry in Latin America Continuous knowledge building initiatives to support your career growth. Professional services contracting scheme (CNPJ) A 6 month temporary contract with HIGH POSIBILITY OF RENEWAL
