Product Specialist

· 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.

Job Position: ACCOUNT SPECIALIST (Client Retention Front-end) - 1 URGENT 

Monthly Salary: PHP 18,000

Work Schedule: Monday to Friday

Working Hours: 8:30 am to 5:30 pm

Work Location: Makati Office

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.