Job Title : CRM Manager TPA Industry Industry : Health Insurance / Third Party Administration 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 5-9years 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
Vidal is hiring for Manager role in CRM Client Servicing Job Title : Manager -CRM-Client Servicing -TPA Industry Industry : TPA Location:Gurgaon Only candidates from the Health Insurance and TPA industry will be considered for this role. Applicants from other industries are kindly requested not to apply, as domain-specific experience is essential. Key Responsibilities: 1 . Management and Retention of Top corporate for the region. 2. Reports on top corporate/insurance companies/brokers to be reviewed with Leadership Team and proactively act on issues before escalations. 3. Fulfilment of SLAs of top stakeholders for the respective region. 4. Oversee timely submission of MIS reports to Insurance Companies/Corporate etc. 5. Relationship with HO of Insurance Companies, Brokers etc... 6. Service fees collection for the region. 7. Oversee department functions like the Customer Care, Claims, Contact centre and related functions. 8. ISO requirement for customer care and grievance. 9. Responsible for P&L for the region. 10. Team Management and team building which includes Regular interaction with the team Training the team Handling escalation from the team. Periodic review of the team and feedback to be shared with the team. Qualification & Experience required: Experience: Minimum Graduation with 7-9 years of experience in Customer Service or Client Relationship roles, with a minimum of 3 years in a management position with direct reports for senior role. Personal Attributes and Competencies: Strong verbal, written, presentation and persuasive skills that effectively communicates with and influences Senior management and external clients. Strong negotiation skills that demonstrate creative, innovative problem-solving approaches to complex situations. Strong analytical and problem-solving skills. Candidate can join immediately Interested Candidate can connect -09971006988
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