CRM Executive- Ahmedabad/Pune-Vidal TPA

Key Responsibilities:

Client Servicing:

• Address and resolve customer queries within specifiedTAT(turnaround time) for seamless claim processing.
• Provide accurate and timely claim-related information to customers , agents broker and insurer.
• Coordinate with customers and agents to facilitatecashless claim settlementsefficiently.
• Liaise with internal teams such asenrollment, account management, claims, investigation, and support teams to expedite claim resolutions.
• Partner with the enrollment team to register policies for cashless and reimbursement processes.
• Respond to incoming calls and emails from customers, broker and insurer.
• Track and monitor customer queries, ensuring claims are resolved efficiently, with proper follow-ups.
• Work with thecashless/pre-authorization teamto ensure cashless approvals are granted within TAT.
• Clearly explainclaim status, query letters, and settlement detailsto customers and agents.
• Strong knowledge ofinsurance claim processes(cashless and reimbursement).
• Proficiency in coordinating with multiple stakeholders.
• Customer-centric mindset with the ability to handle queries professionally.
• Organizational skills to track, monitor, and resolve claims effectively.

Requirement

• Strong communication and interpersonal skills.
• Ability to manage multiple stakeholders and priorities.
• Proficiency in claims management and customer relationship processes.
• Hands on experience in Ms Excel, Pivotable, Advance Excel etc...

Working Location Ahmedabad:

Vidal Health Insurance TPA Pvt LTD.

2nd Floor, 202, Binali Complex,

Opp. Torrent Power Zonal Office,

AEC, Naranpura Cross Road,

Ahmedabad, Gujarat 380013

Working Location Pune:

Vidal Health Insurance TPA Pvt Ltd

602, 6th Floor, Trion IT Park,

Pune-Ahmednagar Road, Wadgaon Sheri.

Pune 411014

Contact Details:

Email: Pratap.navane@vidalhealth.com

Phone:8652886133