Executive / Senior Executive- Account Management

Purpose of role:

To serve the customers well by delivering a high standard, efficient customer service and to represent the organization in the possible best way.

• Receive and check claim documents for completeness and advice employee regarding pending documents, if any.
• Track and control documents to ensure TAT of claims/cards as per SLA.
• Feedback from Insurers and Corporates.
• Additional revenue opportunities from existing Corporates.
• Respond to queries from the employees of the corporate through e-mails.
• Maintain weekly reports on claims and queries and the TAT of the same
• Escalate issues as per the escalation matrix.
• To attend to any other assignments assigned to you from time to time.
• Respond to queries from the employees of the corporate over Phone
• Maintain weekly reports on claims and queries and the TAT of the same
• Escalate issues as per the escalation matrix.
• To attend to any other assignments assigned to you from time to time.

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 that all 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.