Account Manager

4 days ago

Makati City, National Capital Region, Philippines Maxicare Healthcare Corporation Full time

*Responsibilities*

  • Sales Achievement & Account Management
  • Monitor and ensure sales target achievement through acquisition of new accounts and retention of existing portfolios.
  • Analyze and endorse proposals based on approved actuarial limits.
  • Recommend pricing, benefit packages, and strategies to support account closure or renewal.
  • Negotiate and discuss terms with clients to secure new or renewed accounts.
  • Proposal & Documentation Management
  • Collate, analyze, and prepare client proposals and supporting documents.
  • Update presentation materials and correspondences.
  • Ensure completeness and accuracy of documents before submission to superiors or other departments (Actuarial, Underwriting, QRFT, Account Management Support).
  • Client Engagement & Collaboration
  • Schedule and collaborate on client meetings, presentations, and negotiations.
  • Escalate pricing or benefit concerns for proper disposition.
  • Collaborate with internal departments to ensure adherence to contracts and compliance policies.
  • Compliance & Governance
  • Ensure compliance with Know-Your-Client (KYC) policies and other governance standards.
  • Review contracts and account management processes to meet regulatory and organizational requirements.
  • Reporting & Analysis

  • Prepare and submit timely reports such as:

  • Weekly client updates, sales reports, calendars of activities, DNR (Do Not Renew) lists, P&L reports.

  • Periodic utilization reports to clients or brokers.

*Experience*

  • Proven experience in corporate sales, account management, or business development , ideally in the healthcare, insurance, or financial services sector.
  • Experience in client negotiations, proposal preparation, and pricing analysis .
  • Exposure to cross-functional collaboration , especially with actuarial, underwriting, and account support teams.
  • Experience in reporting and data analysis for account management and sales performance.

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