CRM Assistant Manager

Hiring for Assistant Manager for Vidal Health Insurance TPA Pvt Ltd

Job Title

Location:

Industry

Role Objective

To lead and optimize the organizations CRM strategy, ensuring seamless client interactions, data integrity, and service delivery across health insurance workflows. The CRM Manager acts as a bridge between technology, client servicing, and operational teams to enhance customer satisfaction and retention.

Key Responsibilities

Functional Area

RM Strategy & Execution

- Design and implement CRM strategies aligned with business goals
- Drive customer engagement, retention, and satisfaction initiatives

Client Data Management

- Ensure accurate and secure client data entry and maintenance
- Monitor data quality, segmentation, and compliance with IRDAI norms

System Optimization

- Oversee CRM platform performance
- Coordinate with IT for upgrades, integrations, and troubleshooting

Cross-Functional Collaboration

- Work closely with Claims, Preauth, Customer Care, and Enrollment teams
- Align CRM workflows with service delivery and escalation protocols

Reporting & Analytics

- Generate dashboards and reports on client interactions, SLAs, and service metrics
- Analyze trends to identify service gaps and improvement areas

Training & Adoption

- Train internal teams on CRM usage and best practices
- Promote CRM adoption across departments for consistent client experience

Stakeholder Engagement

- Coordinate with brokers, insurers, and corporate clients for feedback and service alignment
- Support renewal cycles and client onboarding through CRM tools.

Skills & Competencies

• Strong understanding of health insurance and TPA operations
• Proficiency in CRM platforms and data analytics tools
• Excellent communication and stakeholder management skills
• Strategic thinking with a customer-first mindset
• Ability to lead cross-functional initiatives and drive adoption

Experience Required

• 3-7years

  in CRM management, client servicing, or operations within the

  TPA or Health Insurance

  domain
• Prior experience in handling enterprise clients and managing CRM implementations is preferred.

Interested Candidate can connect -09971006988