Client Servicing Officer

3 days ago

Makati City, National Capital Region, Philippines PhilCare Inc. Full time ₱900,000 - ₱1,200,000 per year

Job Purpose :

The position is responsible in providing support with Corporate/IE Sales activities both Business Development & Business Retention

DUTIES AND RESPONSIBILITIES:

1. Pre-Sales

  • Franchising of accounts
  • Age fencing for actuarial reference on pricing
  • Facilitate request for list of accredited providers

  • Preparation of bidding documents needed for account negotiation

  • 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 Exam and 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

Job Types: Full-time, Permanent, Fresh graduate

Benefits:

  • Health insurance
  • Life insurance

Ability to commute/relocate:

  • Makati: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

  • What's your expected monthly salary?

Education:

  • Bachelor's (Preferred)

Work Location: In person

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