Claims Helpdesk Executive

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.