Client Service - CRM

Edify Insurance Brokers; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Edify Insurance Brokers Pvt Ltd in Bengaluru (Karnataka) seeks a Client Service Manager to lead our client service team in claims processing, policy terms, and query resolution.

Ideal candidates have deep knowledge of claim procedures, strong communication, and a history of inspiring teams while maintaining MIS reports and coordinating with insurers and TPAs to resolve issues and improve client satisfaction.

Qualifications

• Experience with claims processing and policy terms
• Strong communication skills and customer-oriented approach
• MIS reporting and data-driven decision support
• Ability to mentor and inspire team members

Responsibilities

• One stop solution for client queries and requirements
• Lead claims processing and coordinate with insurers/TPAs
• Maintain MIS reports and provide insights to senior management
• Coordinate with HR/Finance to resolve client issues
• Visit clients to understand concerns and ensure resolution
• Represent company with clear understanding of services and processes

Skills

Communication skills

Claims knowledge

MIS management

Relationship building

Job description

Job Description: At Edify Insurance Brokers Pvt Ltd, our Client Service team is the engine that drives our customer satisfaction and query solutions. We are seeking a qualified Client service - manager to help our clients in claims and any other query solution through their own skills. Our ideal CS manager has to have in depth knowledge of and experience with the Claim process, Policy terms and conditions, relationship building and MIS management. We are seeking a quick learner with strong communication skills, and someone with a track record of success who can inspire the same in others Responsibilities:

• One stop solution for all client queries and requirements .
• Represent our company, with a comprehensive understanding of our services in the area of claim process and policy terms and conditions including conducting orientation for employees.
• Providing the timely help to clients in claim settlements in both cashless and reimbursements.
• Co-ordinating with Insurance company in updating endorsements, CD Balance and other MIS reports.
• Co-ordinating with TPA in claim settlements, in solving the issues due to any calculation error and any data error with the MIS reports.
• Team Management and Leading the team by Co-ordinating with the team members for updating the MIS reports.
• Reporting any issues to the sales team to help them maintain the relationship with clients.
• Co-ordinating with clients, HR Head and Finance Head in resolving any issues.
• Maintaining MIS reports
• Co-ordinating with the Retention team.
• Visiting clients to understand if they have any concerns and help them in fixing the issues.