Renewal Data

- Coordinate with the placements team to identify renewal cases for the month

- Follow-up with the client for the policies to be renewed. Provide advice on any additional policies basis client demographics, business and other requirements

- Follow-up with the TPAs and insurance companies for the E-card generation

- Follow-up with the insurance companies for policy copy of the renewals

- Ensure that policy copy in hard is provided to the client timely

Claims support

- Support for smooth cashless transactions, as required

- Follow-up with the insurance companies for reimbursements for cases other than the cashless ones

- Ensure that all claim documents are received from the clients in time and follow-up for the same, as required

- Ensure that all claims are closed within TATs and do necessary follow-ups with insurers to ensure the same

Client relationship management

- Visit client sites weekly or monthly once (as the case may be) to ensure that they are touch based periodically

- Take up important client queries and discuss next steps with them during such visits

- Take client feedbacks on services of co. and services of the TPAs for further POA

Wellness Support

- Coordinate with the external vendors for wellness camps, healthcare awareness programs for clients, as and when required

- Manage the logistical requirements of the wellness programs for clients

- Coordinate with the wellness SPOC and supervise all event requirements

- Extend support in managing the client site on event days

MIS

- Maintain tracker with all client services and their TATs, periodically

- Maintain MoMs of all client meetings and ensure that they are closed before the subsequent meeting

- Maintain daily productivity data and share the same with higher-ups, as required

- Maintain monthly data of all claims (GMC, GPA & others)

- Maintain and share escalation matrix with the client

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