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Business Retention Officer

Posting Duration: 2026 September, 01 - 2026 December, 31

1 vacant positions

Summary

  • Customer Service

  • Ensures the provision of quality service to all clients by building a relationship with clients based on reliability/dependability of service and concern for members.
  • Provides quality service by extending assistance 24/7 to members to respond to their needs during time of access and clarifying/and or answering queries regarding their benefits coverage.
  • Serves as conduit for the communication of needs, concerns, and requirements between client and departments of PhilCare.
  • Attends to VIP cases, disapproved cases, borderline cases in order to optimize goodwill, without sacrificing the interest of PhilCare.
  • 2.   Renewal of Accounts

  • Reviews existing accounts health care plan and determines their utilization by coordinating with Actuarial, Medical, Claims and Underwriting Departments in order to design a renewal contract of health care with value-adding benefits and services and best-price offer. Interacts with Actuarial Department in order to rationalize rates to make them competitive; recommends another pricing approach for certain special cases.
  • Prepares ABC for renewal accounts
  • Conducts presentations with clients on renewal proposals and for new accounts in the existing account.
  • Upsells AMF (Annual Membership Fees)
  • Direct Marketing Accounts:

  • Negotiates with client's health care plan coverage and pricing, following guidelines, policies and standards of PhilCare.
  • Brokers/Agents Accounts:

  • Negotiates with clients, together with Broker or Agent, health care plan coverage and pricing, following guidelines, policies and standards of PhilCare
  • 3. Utilization Review

  • Regularly checks account's utilization to spot financial risks and recommend intervention when indicated.
  • 4. Orientation Programs

  • Ensures that clients and members understand their benefits package and access procedures by organizing orientation sessions
  • 5. Annual Physical Examination (APE)

  • Ensures that APE is conducted as scheduled for all clients with the help of Medical Department and/or Call center thru Client Service Assistant.
  • 6. Account Monitoring

 

Qualification

  • Minimum Education          :     College graduate, preferably from a medical services course

    Experience Required         :     1 year hands-on experience in all aspects of account management (PT3)

                                        :    Minimum of 3 years for Major Accounts Officer (PT4)

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