Client Retention Specialist

JOB QUALIFICATIONS:
1.
Bachelor's degree in business, marketing, sales, or a related field.
2.
With pleasing personality and excellent communication skills.
3.
Years of relevant experience: at least 1-year administrative work.
4.
Area/s of experience: HMO experience is a plus.
5.
Knowledge: Proficiency in using office software (Microsoft Office).
6.
Organizational Skills.
7.
Preferably can drive 4-wheels, with valid driver's license.
Job Description:
1.
PHONE CALLS
a.
Handle phone calls from clients, specifically addressing routine concerns
b.
Coordinate with the Front-End Team for meeting-related concerns
c. Collaborate with other departments, to resolve client concerns efficiently and effectively.
d. Provide guidelines and procedures to troubleshoot and resolve common issues
2.
EMAIL MANAGEMENT
3.
MAF (Coordination with Front End Team)
a.
The Back End Team will coordinate with the Front-End Team to obtain the signed contract
and Renewal List for a renewed account.
4.
AMLA REQUIREMENTS
? Account Identification and Initial Follow-Up
? Document Tracking and Reminder System
? Follow-Up Communication
5.
MEMORANDUM OF AGREEMENT
a.
Coordinate the contract signing process with clients, ensuring all required signatures are
obtained.
6.
REIMBURSEMENT MONITORING
7.
SMARTSHEET MONITORING