Job Description

Client Service team is the engine that drives our customer satisfaction and query solutions. We are seeking a qualified Client service - manager to help our clients in claims and any other query solution through their own skills. Our ideal CS manager has to have in-depth knowledge of and experience with the Claim process, Policy terms and conditions, relationship building and MIS management. We are seeking a quick learner with strong communication skills, and someone with a track record of success who can inspire the same in others

Objective of this role:

• One stop solution for all client queries and requirements
• Represent our company, with a comprehensive understanding of our services in the area of claim process and policy terms and conditions including conducting orientation for employees.
• Providing the timely help to clients in claim settlements in both cashless and reimbursements.
• Co-ordinating with Insurance company in updating endorsements, CD Balance and other MIS reports.
• Co-ordinating with TPA in claim settlements, in solving the issues due to any calculation error and any data error with the MIS reports.
• Prompt reply to all the mails and calls.
• Co-ordinating with the internal team for updating the MIS reports.
• Reporting any issues to the sales team to help them maintain the relationship with clients.
• Co-ordinating with clients, HR Head and Finance Head in resolving any issues.
• Maintaining MIS reports
• Co-ordinating with the Retention team.
• Visiting clients to understand if they have any concerns and help them in fixing the issues.
• Visiting the TPA and Insurance company to maintain good relationship with the customer relation team.
• Resolving the client’s queries.

Skills and qualification:

• Bachelor’s degree in any field
• 4-5+ years of experience in Client Service management in Insurance Industry
• Excellent communication, interpersonal skills and proactive approach
• Ability to learn and update the knowledge of insurance products
• Understanding of policy and products
• Flexibility with calls and mails
• Expertise in Excel, Word and PPT