Crm Executive

Role & responsibilities

• Handling GMC, policy claims servicing end to end process .
• Handling escalation claims & Grievance.
• Preparing RFQs (Request for Quote) for quote requests.
• Attending Virtual & in person meeting with clients & Broker weekly & monthly

Basis.

• Interacting with the insurance company and Broker to provide excellent service to clients
• Coordinating with the insurance company for endorsements and policies.
• Meeting clients on a monthly or fortnightly basis as required and gathering feedback on policy servicing
• Sharing outstanding report with the client on a monthly & weekly basis &

Attending Client renewal meetings.

• Visiting clients location for help customer query & claim process .
• Keeping track of claims received throughout the policy and following up on escalated cases.
• Visiting clients to collect claim documents and help desk .
• Candidates from Insurance or TPA background will be an added advantage