Client Service CRM

Edify Insurance Brokers

1 - 5 years

3 - 4 Lacs

bengaluru

Posted:10 hours ago| Platform:

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Skills Required

account management crm escalation management communication skills general insurance customer service tpa client servicing claims processing health insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Company Profile

One stop solution for all client queries and requirements
Represent our company, with a comprehensive understanding of our services in the area of claim process and policy terms and conditions including conducting orientation for employees.
Providing the timely help to clients in claim settlements in both cashless and reimbursements.
Co-ordinating with Insurance company in updating endorsements, CD Balance and other MIS reports.
Co-ordinating with TPA in claim settlements, in solving the issues due to any calculation error and any data error with the MIS reports.
Team Management and Leading the team by Co-ordinating with the team members for updating the MIS reports.
Reporting any issues to the sales team to help them maintain the relationship with clients.
Co-ordinating with clients, HR Head and Finance Head in resolving any issues.
Maintaining MIS reports
Co-ordinating with the Retention team.
Visiting clients to understand if they have any concerns and help them in fixing the issues.
Visiting the TPA and Insurance company to maintain good relationship with the customer relation team.
Resolving the clients queries.

Skills and Qualification

Bachelors degree in any field
1-6 years of experience in Client Service management in Insurance Industry
Leadership qualities with Excellent communication, interpersonal skills and proactive approach
Ability to learn and update the knowledge of insurance products
Understanding of policy and products
Flexibility with calls and mails
Expertise in Excel, Word and PPT

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