CRM - Executive / Senior Executive / Team Leader

Medi Assist; Pune District; On-site; INR 350,000 - 550,000; Full time

Job summary

Medi Assist in Pune District, Maharashtra, India, is seeking a professional to handle employee and corporate queries by email and phone and to coordinate cashless claim settlements. The role requires coordinating with multiple stakeholders to ensure timely resolutions and accurate documentation.

The candidate will liaise with enrollment and inward teams to ensure policy registration for cashless and reimbursement claims, track claims with TATs, and provide clear status updates to customers and

Qualifications

• Experience in client management and TPA processes.
• Ability to handle customer queries via email/phone.

Responsibilities

• Respond to employee/corporate customer queries via email/phone promptly and professionally.
• Coordinate with stakeholders for cashless claim settlement and resolution.
• Explain claim decisions, deductions and provide status updates clearly to customers and agents.
• Escalate unresolved issues per escalation matrix to obtain quicker resolutions.
• Receive and verify the completeness of claim documents; advise on pending or missing documents.
• Coordinate with the inward team for claim registration and documentation flow.
• Allocate claims to the processing team for timely action.
• Liaise with enrollment team to ensure policy registration for both cashless and reimbursement claims.
• Monitor and follow up on all queries using claim numbers until full resolution.
• Maintain weekly reports detailing claims, queries, and their respective TATs.

Skills

Client management

TPA experience

Job description

Role & responsibilities

Respond to employee/corporate customer queries via e-mail/ phone in a timely and professional manner

Coordinate with respective stake holders for cashless claim settlement and resolution

Explain claim decisions, deductions and provide status updates clearly to customers and agents.

Escalate unresolved issues following the defined escalation matrix to get quicker resolutions & communicate the same to the customers.

Receive and verify the completeness of claim documents; advise on any pending or missing documents.

Coordinate with the inward team for claim registration and ensure proper documentation flow.

Allocate claims to the processing team for timely action.

Liaise with the enrollment team to ensure policy registration for both cashless and reimbursement claims.

Allocate claims to the processing team for timely action.

Liaise with the enrollment team to ensure policy registration for both cashless and reimbursement claims.

Monitor and follow up on all queries using claim numbers until full resolution.

Maintain weekly reports detailing claims, queries, and their respective TATs

Preferred candidate profile

Candidates with Client management background and TPA experience will be preferred.