Account Officer (Life, HMO/Medical, Personal Accident Insurance)

ACCOUNT OFFICER - (Life, HMO/Medical, Personal Accident Insurance)

• OVERVIEW OF RESPONSIBILITIES

The Account Officer will handle clients under the Employee Benefits Team. He/She will be responsible for the request for proposal, renewal negotiations, day-to-day administration, and account management of the various HMO / Medical, Group Life, Group Personal Accident policies.

• ESSENTIAL FUNCTIONS:

Act as liaison between insurance providers, clients, resources, and other internal and external constituents. Ensures that After-sales services and commitment like ID cards, billing statements, annual physical exams, executive check-ups, letters of authorization, etc.

• Coordinate Benefit Orientation with the Insurance Company and ensure the accuracy and completeness of the presentation material.

Coordinate and recommend wellness programs that will be beneficial to the Clients.

• Conduct regular meetings with Clients to ensure that all concerns are being attended.

Administer marketing and renewal functions including employee communications, orientation, and meetings.

• Ensure that all agreements, meetings, and commitments are properly documented.

Upload the necessary and required documents in CRM and client folder

• Establish and maintain strong relationships with clients and principals/insurers through frequent and effective communication, resolving their issues efficiently and on time.

Coordinate with the Team Leader / Account Manager / Head of Employee Benefits to properly monitor expiring policies, handle new and renewal businesses, and review policy agreements.

• Review existing policies and recommend possible enhancements that will be beneficial for the company

Ensures timely renewal of all existing accounts.

• Escalate to higher management and all accounts with complex issues that need special attention and resolution.

Coordinate with Finance Group on collecting premium payments from clients within the 30-day time frame from the effective date of the policies.

• Handles new business opportunities/referrals that the Team will assign.

Handles additional tasks that may be assigned from time to time

• REQUIREMENTS:

Education: Bachelor's Degree.

Experience:

• MUST HAVE at least 2 years of relevant work experience in marketing and account management in the medical, health, life insurance industry.

Special Skills:

Strong Communication Skills; Proficiency in Microsoft Office and other computer programs.

• RELATIONSHIPS:

Internal: Management and staff of the Company

External: Principals, clients

• The compensation package shall be commensurate with the work experience of the applicant.

• Only qualified and shortlisted candidates will be processed

Job Type: Full-time

Pay: Php22,

• 00 - Php28,000.00 per month
  
  Benefits:
• Additional leave

Company events

• Health insurance

Life insurance

• Opportunities for promotion

Promotion to permanent employee
Schedule:

• 8 hour shift

Monday to Friday
Supplemental pay types:

• 13th month salary

Bonus pay

• Performance bonus

Application Question(s):

• How much is your expected salary

Education:

• Bachelor's (Preferred)

Experience:

* relevant: 1 year (Preferred)