CRM Manager

17 hours ago

Gurugram, India Vidal Health Insurance TPA Full time

Job Title: CRM Manager TPA Industry

Industry: Health Insurance / Third Party Administration

Role Objective

To lead and optimize the organizations CRM strategy, ensuring seamless client interactions, data integrity, and service delivery across health insurance workflows. The CRM Manager acts as a bridge between technology, client servicing, and operational teams to enhance customer satisfaction and retention.

Key Responsibilities

Functional Area

RM Strategy & Execution

  • Design and implement CRM strategies aligned with business goals
  • Drive customer engagement, retention, and satisfaction initiatives

-Working at L3 Level in Client Servicing

Client Data Management

  • Ensure accurate and secure client data entry and maintenance
  • Monitor data quality, segmentation, and compliance with IRDAI norms

System Optimization

  • Oversee CRM platform performance
  • Coordinate with IT for upgrades, integrations, and troubleshooting

Cross-Functional Collaboration

  • Work closely with Claims, Preauth, Customer Care, and Enrollment teams
  • Align CRM workflows with service delivery and escalation protocols

Reporting & Analytics

  • Generate dashboards and reports on client interactions, SLAs, and service metrics
  • Analyze trends to identify service gaps and improvement areas

Training & Adoption

  • Train internal teams on CRM usage and best practices
  • Promote CRM adoption across departments for consistent client experience

Stakeholder Engagement

  • Coordinate with brokers, insurers, and corporate clients for feedback and service alignment
  • Support renewal cycles and client onboarding through CRM tools.

Skills & Competencies

  • Strong understanding of health insurance and TPA operations
  • Proficiency in CRM platforms and data analytics tools
  • Excellent communication and stakeholder management skills
  • Strategic thinking with a customer-first mindset
  • Ability to lead cross-functional initiatives and drive adoption

Experience Required

  • 6-9years in CRM management, client servicing, or operations within the TPA or Health Insurance domain
  • Prior experience in handling enterprise clients and managing CRM implementations is preferred.

Interested Candidate can connect

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