Account Specialist (Client Retention Front-end)

EMPLOYMENT TYPE: Full-time
WORK LOCATION: Makati City
WORK SCHEDULE: Monday to Friday | 8:30 AM - 5:30 PM
SALARY: 18k

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.

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.