Account Specialist (Front-end)

Job Qualifications
-Bachelor’s degree holder / College Graduate.
-At least 1 year of experience in client servicing, preferably in HMO, insurance, or
healthcare industries. Open for interested newbies.
-Proven skills in account management, including client relationship building, issue
resolution, and retention strategies.
-Strong customer service orientation and problem-solving skills.
-Excellent verbal and written communication skills.
-High attention to detail and strong organizational abilities.
-Proficient in MS Office (Excel, Word, Outlook); experience with CRM systems is a plus.
-Ability to handle multiple accounts and meet deadlines in a fast-paced environment.
-Holds a valid driver’s license and is able to drive as needed for client servicing activities.
-Willing to work on-site
- Preferably a graduate in Business Administration, Marketing, Healthcare, or related
fields.

Job Description
-Provides direct, client-facing support for day-to-day account servicing needs to ensure
smooth and efficient operations.
-Ensures accurate handling of account setup, updates, and maintenance, coordinating all
necessary documentation and system inputs to maintain service integrity.
-Responds to client inquiries and concerns in a timely and professional manner, offering
prompt resolution and consistent follow-through.
-Engages proactively with clients to support membership retention and renewals,
reinforcing the value of healthcare services provided.
-Leads client onboarding and benefit orientation, including installation and clear
explanation of service expectations to establish long-term trust and satisfaction.
-Coordinates closely with internal teams (e.g., underwriting, claims, finance, and provider
networks) to deliver a seamless and high-quality client experience.
-Prepares and presents quarterly utilization reports with data-driven insights to help
clients understand plan usage, manage costs, and make informed benefit decisions.
-Organizes and supports client engagement activities, such as Annual Physical Exams
(APE), wellness programs, and health fairs, to promote preventive care and client
satisfaction.
-Collects and acts on client feedback, identifying service gaps and recommending
solutions to continually enhance the customer journey.
-Contributes to long-term relationship building, focusing on retention strategies and
aligning client needs with organizational capabilities.
-Drives effective renewal negotiations by understanding client needs, aligning plan
options with organizational goals, and presenting value-driven recommendations to
secure long-term retention.
-Ensures the timely execution of all required documentation, including signed contracts
and compliance with AMLA (Anti-Money Laundering Act) requirements, prior to the activation of medical policies and services.

Monthly Salary: PHP 18,000
Work Schedule: Monday to Friday
Working Hours: 8:30 am to 5:30 pm
Work Location: Makati Office