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CRM- executive

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Onsite

CRM- executive

Medi Assist

CRM- executive

Skills

Data AnalysisCRMProcess Improvement

2 months ago

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Important information


Contract type:

Permanent

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

14 August 2026

What they need


Role & responsibilities

  • Responsibilities
  • Visiting the insurer / corporate offices as per the schedule
  • Monitor the portfolio , outstanding & facilitate for timely closure
  • Review the queries received from the customer and work towards first time resolution
  • Guide team members in resolving escalations from customers
  • Review the reports sent by the team members and take necessary actions (issues with respect to claim registration /Processing/Settlement/ Error Log etc.) based on the report.
  • Coordinate with backend team and help in getting the claims actioned
  • Conduct weekly/monthly reviews with the clients / team members to understand their concerns and help simplify the process
  • Review the feedback received from the customers. Rework on the low ratings and identify the areas of improvement and implement process improvements
  • Coordinate with internal/external stakeholders and other regions on the support needed for the client requirements, like new reports/ Data Analysis / helpdesk /wellness-related activity and more.

whatsapp cv - [email protected]

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