Customer Relationship Executive

Medi Assist; Mumbai; On-site; INR 500,000 - 700,000; Full time

Job summary

Medi Assist is seeking a Senior Executive for Account Management in Bangalore. The role focuses on building and maintaining long-term client relationships, understanding needs, and delivering tailored solutions while ensuring high customer satisfaction through clear, proactive communication.

Key duties include handling queries, coordinating cashless and reimbursement claims, explaining decisions, escalating issues, and tracking status with stakeholders to ensure timely service delivery.

Qualifications

• Strong interpersonal and communication skills, both verbal and written.
• Problem solving and escalation handling abilities.
• Teamwork and adaptability in a dynamic environment.

Responsibilities

• Respond to employee/corporate queries via e-mail/phone promptly and professionally.
• Coordinate with stakeholders for cashless claim settlement and resolution.
• Explain claim decisions and provide status updates clearly to customers and agents.
• Escalate unresolved issues following the escalation matrix to expedite resolutions.
• Verify completeness of claim documents and advise on missing items.
• Coordinate with the inward team for claim registration and ensure proper documentation flow.
• Allocate claims to processing teams for timely action.
• Liaise with enrollment team to ensure policy registration for cashless and reimbursement claims.
• Monitor all queries using claim numbers until resolution and maintain progress reports.
• Maintain weekly reports detailing claims, queries and their TATs.

Skills

Interpersonal skills

Communication skills

Problem solving

Teamwork

Education

Graduate degree (BCom/BBA/BCA/BA/BSc)

Job description

Senior Executive Account Management

Bangalore

We are hiring an Executive Account Management to build, maintain, and strengthen long-term relationships with clients by understanding their needs, providing tailored solutions, and ensuring high levels of customer satisfaction by acting as the primary point of contact between the client and the organization, ensuring seamless communication, service delivery, and overall account success.

Key Responsibility:

• 1. Respond to employee/corporate customer queries via e-mail/ phone in a timely and professional manner
• 2. Coordinate with respective stake holders for cashless claim settlement and resolution
• 3. Explain claim decisions, deductions and provide status updates clearly to customers and agents.
• 4. Escalate unresolved issues following the defined escalation matrix to get quicker resolutions & communicate the same to the customers.
• 5. Receive and verify the completeness of claim documents; advise on any pending or missing documents.
• 6. Coordinate with the inward team for claim registration and ensure proper documentation flow.
• 7. Allocate claims to the processing team for timely action.
• 8. Liaise with the enrollment team to ensure policy registration for both cashless and reimbursement claims.
• 9. Allocate claims to the processing team for timely action.
• 10. Liaise with the enrollment team to ensure policy registration for both cashless and reimbursement claims.
• 11. Monitor and follow up on all queries using claim numbers until full resolution.
• 12. Maintain weekly reports detailing claims, queries, and their respective TATs.

Key Qualifications and Skills:

• Any graduate - B Com/BBA/BCA/BA/B Sc.
• Strong interpersonal and communication skills (both verbal and written)
• Problem solving & escalation handling
• Teamwork & adaptability