Insurance Renewal Specialist: High-Value Onsite Clients

PM Consulting; Makati; On-site; PHP 391,000 - 614,000; Part time

Job summary

PM Consulting in Makati City is seeking an Insurance Account Officer (Renewals) to look after high-value clients, providing personal, attentive renewal support for life, personal accident, HMO, medical, and travel insurance. This contract role focuses on renewal management, client relationship, and documentation.

You will track renewal dates, present options, explain benefits clearly, and ensure renewals are processed before policies lapse.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Management, Operations Management, Healthcare or related field.
• Experience in medical insurance, HMO, healthcare, or related accounts preferred.
• Strong knowledge of medical insurance terms, including benefits, limits, exclusions, and deductibles.
• Excellent communication and presentation skills.
• Strong client relationship management skills.
• Organized and able to manage many accounts and renewal deadlines at once.
• Proficient in MS Office and maintaining client records.

Responsibilities

• Renewal Management: handle renewals for assigned private client accounts across life, personal accident, HMO, medical, and travel insurance.
• Track upcoming renewal dates and reach out to clients well ahead of time.
• Review policy details, benefits, and any changes at renewal, and explain them clearly to clients.
• Present renewal options and help clients choose coverage that fits their needs.
• Make sure renewals are processed accurately and before policies lapse.

Skills

Communication

Client relationship

Organized

Renewals management

Attention to detail

Education

Bachelor's degree in Business Administration/Marketing/Healthcare or related field

Tools

MS Office

Job description

PM Consulting in Makati City is seeking an Insurance Account Officer (Renewals) to look after high-value clients, providing personal, attentive renewal support for life, personal accident, HMO, medical, and travel insurance. This contract role focuses on renewal management, client relationship, and documentation.

You will track renewal dates, present options, explain benefits clearly, and ensure renewals are processed before policies lapse.