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    Client Retention Specialist - Manila, Pilipinas - SOURCETECH SOLUTIONS INC.

    SOURCETECH SOLUTIONS INC.
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    Contract
    Paglalarawan

    Essential Duties and Responsibilities:

    • Handle client calls for routine concerns and coordinate with Front-End Team.
    • Collaborate with departments for efficient issue resolution.
    • Provide guidelines for issue troubleshooting or escalate complex problems.
    • Respond promptly to client emails and maintain detailed records.
    • Collaborate with other departments for complex inquiries.
    • Coordinate with Front-End Team for renewal information.
    • Encode MAF and initiate COC issuance.
    • Identify accounts requiring AMLA follow-up and initiate contact.
    • Maintain tracking system and conduct monthly client follow-ups.
    • Generate MOA post-AMLA completion.
    • Coordinate contract signing, notarization, and database maintenance.
    • Retrieve and review soft copy reimbursement requests.
    • Coordinate with claims team and provide timely updates to clients.
    • Familiarize with Smartsheet for tracking and monitoring client concerns.
    • Regularly check and review incoming client concerns.
    • Collaborate with Front-End, claims, legal, and compliance teams.
    • Ensure clear and prompt communication with clients on various matters.
    • Follow up on concerns in Smartsheet, ensuring timely and appropriate action.
    • Escalate unresolved issues to higher management when necessary

    Job Qualifications/Specifications:
    1.


    Educational attainment:
    Bachelor's degree in business, marketing, sales, or a related field2.


    Years of relevant experience:
    at least 1-year administrative work3.


    Area/s of experience:
    HMO but not required4.


    Knowledge:
    Proficiency in using office software (Microsoft Office)5.

    Skills:

    • Organizational Skills
    • Effective written and verbal communication
    • Accuracy in handling information and documents
    • Ability to identify issues and find practical solutions
    • Balancing multiple tasks and responsibilities simultaneously
    • Willingness to adapt to changing work environments and tasks
    • Addressing inquiries and issues in a friendly and professional manner.
    • Properly documenting information for future reference
    • Ability to adapt to new technologies, procedures, or organizational changes
    • Medical related if possible but not required

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