Account Executive - Healthcare and Life Insurance  

1. Account Reconciliation

• Determine and ensure that the outstanding premium receivables are being reconciled and accountable with clients.
• Facilitate reconciliation
• Communicate with CCD partners to discuss collection concerns and objectives.
• Discuss and resolve overdue AR accounts to clients.

2. Review of New Business and Renewal-Related Documents

• Review and secure related documents such as BOR and Masterlist.
• Gather quotation from different providers
• Draft comparative analysis
• Submit proposals to the client

3. Marketing Program Support

• Implementation of Wellness Program to all accounts
• Ensure sending of health blast to all accounts
• Maintain helpdesk services to key accounts
• Provide feedback mechanism on deliverables to clients

4. Account Management

• Conduct client visit per accounts assigned
• Create a Road Map of Engagement to key accounts
• Coordination with Policy Admin Group regarding accounts deliverables
• Coordination with Claims Department regarding accounts claims management
• Coordination with Collection Department regarding accounts billing and receivables
• Establish a good relationship with the clients and providers

5. Reports Preparation

• Update the Renewal Bible
• Secure utilization report to be submitted to the client
• Update AR report

6. Customer Service

• Assist all accounts with their annual orientation and APE.
• Ensure customer care assistance through our help desk hotline
• Provide feedback to the client

1. Preferably a college graduate
2. Must have at least 1 year of experience working in healthcare industries and insurance providers/agencies/brokers handling accounts management, client servicing and customer service.
3. With above average communication skills both oral and written
4. Must have knowledge in HMO or medical claims insurance
5. Willing to work in Makati
6. Flexible and with strong customer-orientation
7. can start immediately
8. This is for entry-level position