HDSI: Account Officer

ActiveOne Health, Inc.; Mandaluyong; On-site; PHP 350,000 - 550,000; Full time

Job summary

ActiveOne Health, Inc. is seeking an Account Officer to nurture relationships with assigned corporate accounts, ensuring sales targets are met by aligning services with client needs.

The role focuses on managing client expectations, coordinating enrollment with the sales team, and liaising with medical insurance providers to deliver timely, quality service.

Ideal candidates have a bachelor's degree, at least two years in a related field, and experience in TPA/HMO or insurance.

Qualifications

• Bachelor's degree in any field.
• Minimum 2 years solid experience in related field with a proven track record.
• Experience in TPA / HMO or insurance is preferred.

Responsibilities

• Ensure enrollment requirements for new accounts are met and endorsed by Sales Team.
• Establish and maintain long-term business relationships with clients through regular visits and address concerns for satisfaction and retention.
• Liaise between internal teams and corporate accounts to ensure timely and successful service delivery.
• Coordinate with medical insurance providers for seamless enrollment and claims handling.

Skills

Client relationships

Account management

Stakeholder communication

Customer service

Education

Bachelor's degree

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.