Account Specialist (Client Retention Front-end)

URGENT!

WORK LOCATION : Makati Office

WORKING SCHEDULE : Monday to Friday

WORKING HOURS : 8 : 30 A.M to 5 : 30 P.M

Job Description :

I. Provides direct, client-facing support for day-to-day account servicing needs to ensure

smooth and efficient operations.

II. Ensures accurate handling of account setup, updates, and maintenance, coordinating all

necessary documentation and system inputs to maintain service integrity.

IV. Responds to client inquiries and concerns in a timely and professional manner, offering

prompt resolution and consistent follow-through.

V. Engages proactively with clients to support membership retention and renewals,

reinforcing the value of healthcare services provided.

VI. Leads client onboarding and benefit orientation, including installation and clear

explanation of service expectations to establish long-term trust and satisfaction.

VII. Coordinates closely with internal teams (e.g., underwriting, claims, finance, and provider

networks) to deliver a seamless and high-quality client experience.

VIII. Prepares and presents quarterly utilization reports with data-driven insights to help

clients understand plan usage, manage costs, and make informed benefit decisions.

IX. Organizes and supports client engagement activities, such as Annual Physical Exams

(APE), wellness programs, and health fairs, to promote preventive care and client

satisfaction.

X. Collects and acts on client feedback, identifying service gaps and recommending

solutions to continually enhance the customer journey.

XI. Contributes to long-term relationship building, focusing on retention strategies and

aligning client needs with organizational capabilities.

XII. Drives effective renewal negotiations by understanding client needs, aligning plan

options with organizational goals, and presenting value-driven recommendations to

secure long-term retention.

XIII. 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.

Job Qualifications :

I. Bachelor’s degree holder / College Graduate.

II. At least 1 year of experience in client servicing, preferably in HMO, insurance, or

healthcare industries. OPEN FOR INTERESTED NEWBIES.

III. Proven skills in account management, including client relationship building, issue

resolution, and retention strategies.

IV. Strong customer service orientation and problem-solving skills.

V. Excellent verbal and written communication skills.

VI. High attention to detail and strong organizational abilities.

VII. Proficient in MS Office (Excel, Word, Outlook); experience with CRM systems is a plus.

VIII. Ability to handle multiple accounts and meet deadlines in a fast-paced environment.

IX. Holds a valid driver’s license and is able to drive as needed for client servicing activities.

X. WILLING TO WORK ON-SITE

Others : (Preferably) A graduate in Business Administration, Marketing, Healthcare, or related

fields.

We look forward to receiving your application and learning more about how your skills and experience can contribute to our team!