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.

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