CRM Executive- Ahmedabad/Pune-Vidal TPA

Key Responsibilities:

Client Servicing:

• Address and resolve customer queries within specified

  TAT

  (turnaround time) for seamless claim processing.

• Provide accurate and timely claim-related information to customers , agents broker and insurer.

• Coordinate with customers and agents to facilitate

  cashless claim settlements

  efficiently.

• Liaise with internal teams such as

  enrollment, account management, claims, investigation, and support teams to expedite claim resolutions.

• Partner with the enrollment team to register policies for cashless and reimbursement processes.

• Respond to incoming calls and emails from customers, broker and insurer.

• Track and monitor customer queries, ensuring claims are resolved efficiently, with proper follow-ups.

• Work with the

  cashless/pre-authorization team

  to ensure cashless approvals are granted within TAT.

• Clearly explain

  claim status, query letters, and settlement details

  to customers and agents.

• Strong knowledge of

  insurance claim processes

  (cashless and reimbursement).

• Proficiency in coordinating with multiple stakeholders.

• Customer-centric mindset with the ability to handle queries professionally.

• Organizational skills to track, monitor, and resolve claims effectively.

Requirement

• Strong communication and interpersonal skills.

• Ability to manage multiple stakeholders and priorities.

• Proficiency in claims management and customer relationship processes.

• Hands on experience in Ms Excel, Pivotable, Advance Excel etc...

Working Location Ahmedabad:

Vidal Health Insurance TPA Pvt LTD.

2nd Floor, 202, Binali Complex,

Opp. Torrent Power Zonal Office,

AEC, Naranpura Cross Road,

Ahmedabad, Gujarat 380013

Working Location Pune:

Vidal Health Insurance TPA Pvt Ltd

602, 6th Floor, Trion IT Park,

Pune-Ahmednagar Road, Wadgaon Sheri.

Pune 411014

Contact Details:

Email: Pratap.navane@vidalhealth.com

Phone:8652886133