TPA CRM Manager - Bengaluru

Medi Assist; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Medi Assist TPA invites applications for a Customer Relationship Management role in Mumbai. The candidate will manage key account performance across branches, set goals, review team progress and ensure top-tier client services.

Responsibilities include preparing periodic reports, identifying training needs, coaching teammates, and handling escalations with proper documentation. Total experience 3–8 years in TPA/insurance is preferred.

Qualifications

• Graduate from a recognized Indian University.
• Total Experience - 3–8 years in a TPA/insurance preferred.

Responsibilities

• Manage the performance of the key accounts in the branches.
• Set goals and targets for the teams. Monitor and review the performance of the team periodically.
• Managing client and providing client services.
• Preparation of reports which will be shared with other teams.
• Understand the training needs of team member develop them through training, coaching and mentoring sessions.
• Handle escalations and associated documentation if any.

Skills

Analytical Ability

Customer Orientation

Domain Expertise

Problem Solving

Report Drafting

PowerPoint

Education

Graduate

Tools

Excel Skills

CRM Software

Job description

Company Name : Medi Assist TPA

Function - Customer Relationship Management

Location Mumbai

Educational Qualification Graduate from a recognized Indian University

Industry Type TPA/Broker/Hospital

Roles and Responsibilities

• Manage the performance of the key accounts in the branches.
• Set goals and targets for the teams. Monitor and review the performance of the team periodically.
• Managing client and providing client services
• Preparation of reports which will be shared with other teams.
• Understand the training needs of team member develop them through training, coaching and mentoring sessions.
• Handle escalations and associated documentation if any.

Total Experience - 3- 8 years with a TPA/ insurance preferred.

Demonstrated abilities if any :Managed large accounts in a TPA/insurance background with ability to handle team members.

Technical Competencies

• Analytical Ability
• Customer Orientation
• Domain Expertise
• Problem Solving & Decision Making
• Report Drafting ( Excel Skills )
• Presentation skills (Power Point )