Insurance desk Expert

Job Title: Trainee / Executive / Senior Executive
Function: Insurance Desk Expert (IDE)
Job Type: Full-Time
Reports To: Team Leader / Assistant Manager
Locations: Bangalore

Role Overview

The Insurance Desk Expert team plays a vital role in supporting medical insurance claim assistance through effective hospital relations, billing coordination, and client management. The role contributes to delivering competitive services within the insure-tech and reimbursement claim settlement space, while supporting patients and hospital partners through technology-driven solutions.

As an Operations Executive, the selected candidate will assist the Claim Assistance Team deployed across partner hospitals, ensuring smooth day-to-day operations and seamless coordination.

Key Duties & Responsibilities

• Interact with hospital insurance patients and assist with claim-related queries.
• Create and manage WhatsApp groups to share updates and required information.
• Collect necessary documents from patients and hospitals.
• Coordinate with internal medical and operations teams for initial approvals.
• Review files thoroughly before sending them to the approval team.
• Educate patients regarding deductions and policy-related clarifications.
• Create awareness about reimbursement claims (pre- & post-hospitalization).
• Collect claim support documents and coordinate with the backend team for timely submission to the TPA/Insurance company.
• Address grievances raised by hospital staff or patients and escalate to the Team Leader when required.
• Provide regular follow-ups and updates to clients.
• Manage issues efficiently at the hospital level and escalate to senior stakeholders when necessary.

Qualifications & Skills

• Diploma, Graduate, or Undergraduate (any discipline).
• Strong listening and analytical abilities.
• Excellent interpersonal and communication skills.

Experience

• 6 months to 2 years of experience in a hospital or insurance environment (preferred but not mandatory).

Additional Skills

• Strong verbal communication skills.
• Problem-solving mindset and eagerness to handle new challenges.
• Ability to build and maintain professional relationships.
• Capability to multitask, prioritize work efficiently, and maintain accuracy.
• High level of confidentiality and professionalism.

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

• Health insurance

Experience:

• total work: 1 year (Preferred)

Work Location: In person