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Team Lead/Client Relationship Managemnet- CRM @ Medi Assist

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 Team Lead/Client Relationship Managemnet- CRM

Job Description

Role: Team Leader - Account Management (CRM)


  • 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

Transactional Activities


  • To coordinate with inward team for claim receiving and claim registration
  • Allocating new generated claims to processing team for action
  • Liasoning with enrolment team to register the policy for cashless and reimbursement
  • Coordination with regional agents, customers for claim related queries, settlement queries- cashless /reimbursement
  • Answering incoming calls of all customers / agents / internal team
  • Keep track of all customer queries with claim numbers and follow-up to verify thatall queries are resolved.
  • Coordinating with cashless / pre auth team to ensure cashless is granted within
  • TAT and to provide timely claim status. Query letter / Settlement letter should be
  • explained properly to customers / agents on queries and deductions.

Interested candidates can reach out via email at va**********i@me*******t.in


Job Classification

Industry: Insurance
Functional Area / Department: Customer Success, Service & Operations
Role Category: Customer Success
Role: Customer Success Associate
Employement Type: Full time

Contact Details:

Company: Medi Assist
Location(s): Mumbai

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Keyskills:   Broker TPA Client Relationship Management Handling Customer Queries Email Support Insurance Claims Claims Management TAT Solving Queries Insurance Broking Query Resolution Client Coordination Customer Support Calls Handling Client Servicing Escalations Healthcare

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₹ Not Disclosed

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Medi Assist

We are Indias leading HealthTech, and InsurTech company focused on administering health benefits across employers, retail members, and public health schemes. We consistently strive to drive innovation and participate in such initiatives, to lower health care costs. Explore mor...