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.