Job Description

Renewal of Account

1.1 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.
1.2 Provide renewal offer to the account two (2) months prior to expiration to give ample time for
negotiation.
1.3 Provides and recommends program enhancement based on the review of the account’s health
profile.
1.4 Coordinates with actuarial regarding pricing and other units of Insular Health Care for the
requirements of the account.

After Sales

2.1 Conducts after sales orientation to ensure that clients understand their benefits and availment
procedure.
2.2 Does account visitation at least three (3) times a year to build rapport and to develop a positive
working relationship with the account.
2.3 Prepares the necessary documents to be routed to different units of Insular Health Care for
proper endorsement of account.
2.4 Serves as a channel between clients and other units of Insular Health Care

Upsell

3.1 Offers enhancement of benefits to the account (i.g. inclusion of dependents coverage, dental,
upgrade of plan)
3.2 Visits and provides proposal for accounts that did not renew within one (1) year from the date
of termination of contract or non-renewal