HDSI: Account Officer

RelianceUnited; Mandaluyong; On-site; PHP 279,000 - 391,000; Full time

Job summary

RelianceUnited is seeking an Account Officer to retain and grow existing corporate accounts by nurturing strong relationships with key stakeholders and ensuring client requirements are met within agreed timelines.

The role involves enrolling new accounts, coordinating with the Sales Team, and liaising with TPAs/HMOs or insurance providers to deliver timely service and address client concerns, supporting sales targets and client satisfaction.

Qualifications

• Bachelor's/College Degree in any field.
• At least 2 years of solid working experience in the related field and with a successful track record required.
• Experience working in TPA / HMO or insurance companies.

Responsibilities

• Enrollments for new accounts: benefit matrix, member lists, signed contracts, SEC, Sec Cert, Financials.
• Maintain long-term relationships with clients through regular visits and address concerns to ensure satisfaction and retention.
• Coordinate between internal teams and corporate accounts to ensure timely delivery of service.
• Coordinate with medical insurance providers to ensure seamless coverage and claims handling.

Skills

Relationship management

Account management

Communication skills

Education

Bachelor's degree

Tools

Insurance industry knowledge

Job description

Job Objective / Purpose

The Account Officer plays an important role in retaining existing clients and key customers by developing strong relationships with the assigned corporate accounts and connecting with key stakeholders to ensure that sales targets are met. The incumbent’s main responsibility is to manage clients’ expectations and oversee that clients’ requirements are met within the agreed timeline.

Duties and Responsibilities

• Ensure that enrollment requirements for new accounts are met and properly endorsed by the Sales Team (e.g. benefit matrix, list of members, signed contract, SEC, Sec Cert, Financials).


• Establish and maintain long-term business relationships with clients through regular client visits and proactively assist in addressing client concerns, to ensure customer satisfaction and retention.


• Liaise between various internal teams and corporate accounts to ensure timely and successful delivery of service.


• Close coordination with medical insurance providers

Background and Qualifications

• Candidate must possess at least a Bachelor's/College Degree in any field.


• At least 2 year(s) of solid working experience in the related field and with a successful track record required for this position.


• With experience working in TPA / HMO or insurance companies.