Tpa Coordinator - Mumbai

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

Job summary

Medi Assist in Bengaluru, India is seeking a Senior Executive/Team Lead - CRM within Insurer Relationship to manage day-to-day activities, coordinate with SPOC, and provide support to team members. The role involves preparing reports and ensuring accurate data through MIS and Excel.

You will handle client servicing, resolve queries within TAT, coordinate for cashless claim settlements, and liaise with enrolment, claims, and support teams. Occasional client visits and daily reporting are expected.

Qualifications

• Experience in client servicing and query resolution within TAT.
• Proficient in Excel and MIS for reporting.
• Ability to coordinate with internal teams and stakeholders.

Responsibilities

• Resolve customer queries within TAT and ensure smooth claim process.
• Provide information to customers and respond to their claim related queries.
• Coordinate with clients/agents for cashless claim settlement.
• Coordinate with enrolment, account management, claims, investigation and support teams to settle claims.
• Manage team and track queries; send daily reports.
• Handle customer grievances, escalations, and resolutions.
• Visit client locations as required.

Skills

Excel

MIS

Customer service

Reporting

Tools

CRM

Job description

JD Senior Executive/Team lead - CRM

Insurer Relationship

• Preparing monthly and weekly internal RECO report (Total 8 reports are there - All are manual managed)
• Preparing daily annexure (Currently 5 annexure are there – 70 % need to be managed manual)
• She /He will be role is to manage the day to day activity with the coordination of SPOC, Provide support other team members
• She/ he will coordinate with internal team for errors logs.

Job Responsibilities

Client Servicing

• Resolving customer queries within TAT and ensuring smooth claim process
• Providing information to the customers and to respond to their claim related queries
• Coordinating with the customers/agents for cashless claim settlement
• Coordinating with internal stakeholders like enrolment,
• Account management, claims, investigation, support team to settle claims
• Managing Team & tracking queries sending daily reports
• Customer grievances, escalations, and resolutions
• Visiting client location
• Should be good at Excel/ MIS

Thanks

[e-mail]