Account Management- Assistant Manager/Team Leader

Medi Assist; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Medi Assist is seeking a proactive Client Operations Associate in Mumbai to help manage day-to-day partner interactions, coordinate cross-functional teams, and ensure smooth workflow between Medi Assist and its partners. The role emphasizes data literacy, advanced Excel usage for reporting and performance tracking, and a proactive approach to identify efficiency gains.

You will engage senior stakeholders, build relationships with partner representatives, and support ongoing initiatives to

Qualifications

• 2-8 years of experience in Client Service or Client Relationship roles.

Responsibilities

• Assist in managing day-to-day operations between partners and Medi Assist, ensuring seamless communication and workflow.
• Support internal stakeholders in driving key initiatives, ensuring alignment between teams, and addressing any operational challenges that arise.
• Maintain and analyze data, using advanced Excel skills to prepare reports, track performance, and provide actionable insights.
• Identify opportunities for streamlining operations, enhancing efficiency, and contributing to the overall success of the partner relationship.
• Regular review of assigned partners/brokers' reports with the Leadership Team, addressing issues proactively before escalations occur.
• Regular client visits twice in a week for building relationships with representatives of partners.

Skills

Strong communication

Persuasive skills

Accountability

Ownership

Stakeholder management

Tools

Excel

Job description

Key Responsibilities

• Assist in managing day-to-day operations between partners and Medi Assist, ensuring seamless communication and workflow.
• Support internal stakeholders in driving key initiatives, ensuring alignment between teams, and addressing any operational challenges that arise.
• Maintain and analyze data, using advanced Excel skills to prepare reports, track performance, and provide actionable insights.
• Identify opportunities for streamlining operations, enhancing efficiency, and contributing to the overall success of the partner relationship.
• Regular review of assigned partners/brokers' reports with the Leadership Team, addressing issues proactively before escalations occur.
• Regular client visits twice in a week for building relationships with representatives of partners.

Experience Required

• 2-8 years of experience in Client Service or Client Relationship roles.

Key Requirements

• Strong communication and persuasive skills to effectively engage with senior management and clients.
• A strong sense of accountability and responsibility, ensuring that tasks are completed to a high standard and within deadlines.
• Advanced knowledge of Excel, including data analysis, reporting, and process automation.
• A proactive, confident individual who can take ownership of responsibilities and engage with key stakeholders effectively.

Capable of managing multiple priorities and deadlines in a fast-paced environment