Client Retention

1 week ago

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

DUTIES AND RESPONSIBILITIES:

Customer Service

  • Ensures quality service by building client relationships based on reliability and concern.
  • Provides 24/7 assistance to members, answering queries about benefits coverage.
  • Acts as a liaison between clients and PhilCare departments.
  • Handles VIP, disapproved, and borderline cases to maintain goodwill without compromising PhilCare's interests.

Renewal of Accounts

  • Reviews and analyzes healthcare plans in coordination with Actuarial, Medical, Claims, and Underwriting departments.
  • Designs renewal contracts with value-adding benefits and competitive pricing.
  • Prepares Account Benefit Costing (ABC) for renewal accounts.
  • Conducts renewal proposal presentations and upsells Annual Membership Fees (AMF).
  • Manages major and special accounts worth at least P150M annually.

Direct Marketing & Brokers/Agents Accounts

  • Negotiates healthcare coverage and pricing for direct marketing clients.
  • Works with brokers/agents to negotiate healthcare plans, following PhilCare's policies.

Utilization Review

  • Regularly monitors account utilization to identify financial risks and suggest interventions.

Orientation Programs

  • Organizes sessions to help clients and members understand benefits and access procedures.

Annual Physical Examination (APE)

  • Ensures timely execution of APE with assistance from the Medical Department and Call Center.

Account Monitoring

  • Uses various monitoring tools to track account status and special cases.
  • Maintains communication records for future reference.

Other Responsibilities

  • Acts as Officer-in-Charge (OIC) in the absence of the team's manager.
  • Performs additional tasks as assigned.

QUALIFICATIONS:

  • University degree graduate
  • At least 2-3 years experience in Account Management in an HMO/similar industry
  • With Financial Analytical Skills and Knowledge of MS Office Applications
  • Must have excellent Written and Oral Communications, Attention to Detail, Flexible, with Integrity, Fostering Teamwork, Resuls-Oriented, Analytical, with Organizational Sensitivity, Technical Savvy and must demonstrate ability to establish trust and manager through difficult circumstances while maintaining respect, dignity and integrity.

Job Types: Full-time, Permanent

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 salary?

Education:

  • Bachelor's (Preferred)

Experience:

  • Sales: 1 year (Preferred)

Work Location: In person

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