Account Executive - Healthcare and Life Insurance
Trinity Insurance Brokers Inc.
- Makati, Philippines5/F, Philcox Building, 172 Salcedo St.,, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- 18.000,00 PHP - 24.000,00 PHP / monthPHP180002400018000MONTH
- Toàn thời gianFULL_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
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
Trình độ tối thiểu
- Preferably a college graduate
- 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.
- With above average communication skills both oral and written
- Must have knowledge in HMO or medical claims insurance
- Willing to work in Makati
- Flexible and with strong customer-orientation
- can start immediately
- This is for entry-level position
Đặc quyền và lợi ích
- Retirement Benefit Plans
- Single Parent Leave
- Life Insurance
- Medical / Health Insurance
- Employee Discounts
- Performance Bonus
- Paid Holidays
- Paid Vacation Leave
- Maternity & Paternity Leave
Kỹ năng cần thiết
- Organizing and Planning
- Medical Industry Knowledge
- Relationship Management
- Sales and Marketing Knowledge
- Customer Service
Khóa học ưa thích
- Business Course
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Health and Medical
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Sometimes
- Địa chỉ văn phòng
- Trinity Insurance Center, 7504 Bagtikan St. San Antonio Village Makati City
Về Trinity Insurance Brokers Inc.
Trinity Insurance Brokers, Inc. (TIB) which was then known as Trinity Insurance Consultants, Inc. was incorporated in May 1987 with the aim of professionalizing client servicing in the insurance industry by way of specializing in designing insurance packages tailor-fit to the clients’ needs and budget. The service distinction envisioned would have three key attributes: customized, cost effective and personalized.