Client Servicing Team Lead/Assistant Manager

Designation-Executive/Team Lead in CRM for Client Servicing for Big Corporate.

Location: Ludhiana, Punjab

Industry-TPA Company or Health Insurance will only be preferred

Key Responsibilities

Functional Area

Responsibilities

Client Management & Retention

- Lead the retention and engagement strategy for top corporate clients in the region
- Work closely with the servicing team to ensure consistent delivery and relationship strengthening

Leadership Reporting

- Review reports on corporate clients, insurance companies, and brokers with senior leadership
- Identify potential service gaps and resolve proactively before escalation

SLA Fulfillment

- Monitor and ensure adherence to agreed SLAs across all client touchpoints
- Address gaps promptly and implement corrective actions

MIS Oversight

- Ensure timely and accurate submission of MIS reports to corporates and insurance partners
- Validate data integrity and presentation quality

Departmental Function Oversight

- Oversee functioning of Customer Care, Claims, Preauth, and related operational units
- Ensure seamless coordination and issue resolution across departments

Claims & Cashless Settlement

- Monitor end-to-end claims and cashless processes for assigned clients
- Ensure smooth settlements within timelines and policy terms

Stakeholder Coordination

- Coordinate with brokers, insurance companies, and corporate clients for daily operations and strategic alignment
- Manage escalations, feedback, and service refinements collaboratively

Experience Required

• 35 years

  of hands-on experience in

  Customer Service

  or

  Client Relationship Management

  roles within the

  Health Insurance or TPA sector

• Proven expertise in handling key accounts and leading cross-functional collaboration
• Strong understanding of insurance workflows, claims processing, and regulatory nuances

Interested Candidate can connect -09971006988