Client Service - CRM

Company Profile

At Edify Insurance Brokers Pvt Ltd, our 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 indepth 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.
• Team Management and Leading the team by Co-ordinating with the team members 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 clients queries.

Skills and Qualification

• Bachelors degree in any field
• 1-10 years of experience in Client Service management in Insurance Industry
• Leadership qualities with 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