CRM

Medi Assist; Surat, Vadodara; On-site; INR 450,000 - 750,000; Full time

Job summary

Medi Assist is seeking a proactive relation/liaison professional based in Surat, Gujarat, to act as the primary point of contact between insurance companies, agents, and clients. The role emphasizes building lasting partnerships, identifying new business opportunities, and delivering presentations to stakeholders.

The candidate will coordinate meetings, address agent concerns, and review claims while generating MIS reports to track performance and outcomes.

Qualifications

• Strong communication and interpersonal skills are essential for liaison with insurers and agents.
• Proven ability to build and maintain client relationships and drive new opportunities.
• Experience in presenting to clients and scheduling meetings with stakeholders.
• Experience in generating and reviewing MIS reports to monitor performance.

Responsibilities

• Serve as a primary liaison with insurance companies to ensure effective communication.
• Address and resolve concerns of agents, fostering strong working relationships.
• Build and maintain strong relationships with existing clients to ensure ongoing satisfaction.
• Identify and source potential clients, driving new business opportunities.
• Coordinate and schedule meetings with agents and insurance companies, delivering presentations as needed.
• Review outstanding claims and prepare MIS reports.

Skills

Communication

Relationship building

Business development

Presentation skills

MIS reporting

Job description

Role & responsibilities

• Serve as a primary liaison with insurance companies to ensure effective communication
• Address and resolve concerns of agents, fostering strong working relationships
• Build and maintain strong relationships with existing clients to ensure ongoing satisfaction
• Identify and source potential clients, driving new business opportunities
• Coordinate and schedule meetings with agents and insurance companies, delivering presentations as needed
• Review outstanding claims and prepare MIS reports