Account Executive - Account Management

 I.  Job Summary

The Account Executive will ensure achieving the team targets by securing renewal of corporate accounts. Accountable for after sales presentation and orientation, negotiation and serves as channel between the client and all units of Insular Health Care.

1. Renewal of Account
2. 1 Reviews health profile and utilization of existing corporate accounts on a semi-annual basis or annual to check financial risk and recommends intervention when indicated.
3. 2 Provide renewal offer to the account two (2) months prior to expiration to give ample time for negotiation.
4. 3 Provides and recommends program enhancement based on the review of the account’s health profile.
5. 4 Coordinates with actuarial regarding pricing and other units of Insular Health Care for the requirements of the account.
6. After Sales
7. 1 Conducts after sales orientation to ensure that clients understand their benefits and availment procedure.
8. 2 Does account visitation at least three (3) times a year to build rapport and to develop a positive working relationship with the account.
9. 3 Prepares the necessary documents to be routed to different units of Insular Health Care for proper endorsement of account.
10. 4 Serves as a channel between clients and other units of Insular Health Care
11. Upsell
12. 1 Offers enhancement of benefits to the account (i.g. inclusion of dependents coverage, dental, upgrade of plan)
13. 2 Visits and provides proposal for accounts that did not renew within one (1) year from the date of termination of contract or non-renewal

1. Education: College graduate preferably in marketing, business administration and other related courses.
2. Experience: At least 2 years of work experience in Sales or Customer Service. Preferably with experience and exposure in the HMO industry
3. Knowledge, Skills, and Abilities:

• With good analytical skills.
• Must be computer literate and tech savy.
• With good written /verbal communication skills.
• Team player, results oriented, problem-solving ability.
• Can work with minimum supervision.
• With excellent customer service orientation and negotiation skills.