CRM- Senior Executive

Medi Assist; Mumbai; On-site; INR 350,000 - 500,000; Full time

Job summary

Medi Assist is seeking professionals in Mumbai to handle employee and corporate queries by email and phone, ensuring prompt and professional responses.

You will coordinate with stakeholders for cashless claim settlements, explain decisions, and update customers and agents. The role includes document verification, escalation, enrollment liaison, and weekly reporting on claims and TATs.

Qualifications

• Experience in client management and TPA operations preferred.
• Strong communication and coordination abilities.
• Ability to explain claim decisions clearly to customers and agents.

Responsibilities

• Respond to employee/corporate queries via e-mail or phone in a timely and professional manner.
• 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 following the escalation matrix to speed resolutions.
• Receive and verify claim documents; advise on missing items.
• Coordinate with the inward team for claim registration and documentation flow.
• Allocate claims to processing teams for timely action.
• Liaise with enrollment team to ensure policy registration for cashless/reimbursement.
• Monitor and follow up on queries using claim numbers until resolution.
• Maintain weekly reports detailing claims, queries and their TATs.

Skills

Client management

TPA experience

Communication skills

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.

Interested candidates can share there profiles via mail - [e-mail] or WhatsApp [phone]