Account Specialist

4 weeks ago

Makati City, National Capital Region, Philippines De Jones Full time
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.

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