Claims Helpdesk Executive

Job Description

About the role : We are looking for a Claims Helpdesk Executive to join our team. The ideal candidate will play a critical role in providing on-site support to clients, addressing claims-related queries, collecting necessary documents, and ensuring seamless communication between the client and our internal claims team. This role requires someone with a basic understanding of Excel and prior experience in the insurance domain. Key Responsibilities: Visit client offices as regularly to address claims-related queries and concerns. Provide prompt and accurate guidance on reimbursement and cashless claim procedures. Collect necessary documents from clients, ensuring they are complete and accurate. Maintain proper records and ensure timely submission to the processing team. Act as a bridge between clients and the internal claims team to facilitate smooth processing. Resolve queries and escalate complex issues to the appropriate department when needed. Build and maintain positive relationships with clients. Ensure a high standard of customer experience by providing professional and empathetic support. Qualifications and Skills: Education: Graduate in any discipline (preferably in Insurance, Commerce, or related fields). Experience: 1-3 years of experience in the insurance domain, preferably in the helpdesk. Technical Skills: Basic proficiency in Microsoft Excel (data entry, filtering, basic formulas, etc.). Able to pick up usage of tools like google sheet, airtable, etc. Knowledge of claims management systems is a plus. Soft Skills: Excellent communication and interpersonal skills. (English, Hindi are mandatory & regional languages based on the city.) Ability to handle multiple tasks and work under pressure. Other Requirements: Willingness to travel locally for client visits. Self-motivated and able to work independently with minimal supervision.