Crm Executive

Key Responsibilities:

Claims Processing & Documentation

CRM Goodwill Claims:

• Approve/Reject claims in e-Dealer on a daily basis.
• Execute claim processing cycles on the 1st & 16th of each month.
• Collect, sort, and verify dealer invoices.
• Export summary sheets for the previous 15-day period.
• Create standard templates and credit notes in the E-workflow system.
• Submit hard copies to the accounts department.
• Obtain and share payment details with respective dealers.
• Maintain dealer-wise CRM utilization reports.

Special Approval & CCR Claims:

• Approve/Reject claims after reviewing invoices as per GST format.
• Maintain provision records shared by CRM team.
• Prepare credit notes and ensure timely submission to accounts.
• Follow up with accounts for payments and communicate with dealers.
• Monitor and report on CCR budget consumption.

Transcars Star Ease Claims:

• Review and approve service estimates from dealers.
• Collect and verify supporting documents and invoices.
• Maintain claim records as per approvals.
• Generate templates and credit notes in the E-workflow.
• Submit hard copies to finance/accounts.
• Obtain payment details and share with dealers.
• Prepare utilization reports for Transcars Star Ease.

Other CRM Activities

• Provision & Maintenance Invoices:

• Submit related invoices to the accounts department.

• Reporting:

• Prepare monthly Complaint Ratio and Courtesy Car reports.
• Maintain dealership complaint data and gather inputs on courtesy car usage.

Desired Candidate Profile:

• 45 years of relevant experience in CRM or claim processing within the automobile industry.
• Strong knowledge of claim processing, GST norms, and dealer management.
• Proficient in Excel, e-Dealer, and E-workflow systems.
• Detail-oriented with strong documentation and reporting skills.
• Effective communication and coordination abilities.

Key Skills:

• CRM Goodwill / CCR Handling
• Claim Verification & Processing
• Dealer Coordination
• Invoice Validation & GST Compliance
• Credit Note Preparation
• Report Generation (Excel)
• E-Dealer / ERP / E-Workflow Proficiency
• Budget Monitoring
• Complaint Ratio & Courtesy Car Reporting
• Time Management & Attention to Detail