Client Servicing Officer

5 days ago

Makati City, National Capital Region, Philippines MAESTRO HOLDINGS Full time ₱900,000 - ₱1,200,000 per year

DUTIES AND RESPONSIBILITIES:

1. PRE-SALES

  • Franchising of accounts
  • Facilitate request for list of accredited providers
  • Preparation of bidding documents needed for account negotiation

2. ACCOUNT INSTALLATION (ABC)

  • Check completeness of document/s provided by Sales as reference for SOB set-up
  • Set-up confirmed benefit/s with accuracy and within the desired TAT.
  • To prepare summary of coverage (SOC) based on set-up plan & benefits for distribution to clients
  • Prepares and release TPA Quotation requests
  • Ensure and monitor account's NoReply and activation in the system

3. AFTER SALES

  • Admin activities -Process PR requests, car requests, CA's, reimbursements, liquidations
  • Routing of documents – NTP, SPA, Corporate guarantee, suretyship, dental forms
  • Track operations compliance on IDs and billing
  • Facilitate utilization extraction

4. CLIENT SERVICING

  • Handle and respond with client queries regarding their confirmed healthcare program
  • Manage client concern for out-patient availment
  • Manage scheduling and coordination of Pre-Employment Examination , Offsite and On-site Annual Physical Examand Executive Check-up (ECU)
  • Coordinate with Event wellness officer for accounts wellness requirement.
  • Manage in membership endorsement for both for New business and renewal business (inclusion/deletion)
  • Manage orientation schedule of the account and sales
  • Provides assistance in absence of the Dedicated Support Assistants/Officer

5. REPORTS

Consolidates and prepares the following reports:

  • Daily ECU Report
  • Daily APE report
  • Daily Wellness Report
  • Daily ID Cards, Initial SOAs, Billing report
  • Daily Account Installation Status Report
  • Daily Franchising Report
  • PR Request report
  • Admin Report

QUALIFICATIONS:

  • University degree graduate of any related course
  • At least 6 months exposure in Sales Support Field
  • With knowledge in olicy/ procedural and documents requirements for franchising is an advantage
  • Knowledge in MS Office Applications
  • With good attention to details and good communication skills.

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