Account Specialist (Front-end)

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

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

Others
- 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.