CRM(customer relation manager) - Health Insurance

Claims Associate Health Claims CRM

Position Description

Be the voice and bridge of Digit’s health claims team—delivering exceptional service and communication to clients, partners, and internal stakeholders. You’ll manage end-to-end claim servicing and play a key role in relationship building and process awareness.

Key Responsibilities

• Manage

  inbound and outbound calls/emails

  , resolving queries related to health claims swiftly and empathetically.
• Provide

  end-to-end service to clients

  , ensuring all touchpoints—Sales, HR, Brokers, Agents—are engaged and informed.
• Act as the central coordinator for

  query resolution

  by working closely with internal teams (processing, tech, product, etc.).
• Conduct

  interactive sessions with employees/HR

  to explain coverage, processes, and share claim insights or performance reports.
• Promote

  digital usage

  of platforms—educate clients about claims portals, mobile apps, WhatsApp, and other self-serve tools.
• Represent Digit in

  in-person client meetings

  , addressing concerns, sharing updates, or rolling out claim process training.

Experience & Skills Required

• Experience:

  Minimum 1 year of client servicing or CRM experience, preferably in health insurance or wellness industry.

• Technology:

• Basic proficiency in

  MS Office (Excel, Word, PowerPoint)

• Comfortable with CRM tools, ticketing systems, and dashboards.

• Behavioural Traits:

• Strong

  communication

  and active listening skills

• Assertiveness

  while handling escalations

• Proactive

  mindset in anticipating client needs and solving issues

Education & Qualification

• Qualification:

  Graduation or Post-Graduation in any discipline

• Preferred Background:

  Healthcare, Insurance, Customer Success, or Corporate Servicing

What You Bring to Digit

You ensure every travel claim is handled with speed, accuracy, and empathy—making stressful journeys easier for our customers.