Account Manager - Sales

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

Job summary

Medi Assist in Bengaluru seeks a Client Relationship Manager to act as the primary liaison between our clients and internal teams. You will develop long-term relationships, understand client needs, and lead regular reviews.

You will oversee claims operations, SLAs, reporting, and analytics; coordinate onboarding and renewals; and support business development with renewals and cross-selling opportunities.

Job description

Key Duties:

• 1. Client Relationship Management Serve as the primary point of contact between the client and the TPA.
• Develop and maintain strong, long-term relationships with clients.
• Understand client needs, expectations, and business goals.
• Schedule and lead regular client meetings, reviews, and updates.

2. Account Oversight

• Monitor the performance of client accounts against service level agreements (SLAs).
• Review the Dashboards to ensure that no claims are stuck at any level and resolve any problem before it escalates.
• Ensure timely delivery of services such as claims processing, reporting, member enrolment, etc.
• Address and resolve issues or escalations promptly. Understand the root cause of issue and put processes in place to ensure they do not occur again.

3. Claims & Operational Coordination

• Liaise with internal teams (claims, payments, assist, membership, billing) to ensure smooth operations.
• Track claims turnaround time, accuracy, and adherence to agreed guidelines.
• Provide support in claims audits or dispute resolutions.

4. Reporting & Analytics

• Liaise with analysis team to deliver periodic reports on claims, utilization, premiums, and other KPIs as required by broker, insurer.
• Analyse data to provide insights into cost drivers, claim trends, or process improvements.
• Support insurers underwriting teams/ brokers with loss ratio and claims data as requested.

5. Client Onboarding & Renewals

• Facilitate onboarding of new clients/renewals including setup of systems, processes, and awareness sessions
• Coordinate annual or periodic policy renewals, plan changes, or benefit modifications.

8. Support in Business Development

• Assist in preparing proposals or presentations for renewals or upselling.
• Identify opportunities for cross-selling or service expansion within existing accounts.
• Sourcing new clients