Client Servicing Executive

21 hours ago


Gurugram Haryana, India Vidal Health Insurance TPA Private Limited Full time

**Designation-**Team Lead/Assistant Manager in CRM for Client Servicing

**Job Location**:Gurgaon

**Job Title**: L1 Regional Client Servicing Leader

**Industry**: Third Party Administrator (TPA) - Health Insurance

**Role Objective**

To lead the client servicing function for top corporate accounts in the assigned region, drive service excellence across departments, and strengthen stakeholder relationships. This role requires strategic oversight, operational coordination, and proactive engagement with internal teams and external partners.

**Key Responsibilities**

**Client Retention & Team Leadership**
- Manage and retain top corporate clients with support from the servicing team
- Act as the primary escalation point for high-value accounts
- Operate at L1 level to guide team operations and client strategy

**Leadership Reporting & Escalation Control**
- Prepare and review reports on corporate clients, insurers, and brokers with senior leadership
- Identify concerns early and implement preventive actions to avoid escalation

**SLA Adherence**
- Monitor service delivery against defined SLAs
- Ensure corrective measures are taken in case of deviations

**MIS Governance**
- Oversee timely and accurate MIS submissions to clients, insurers, and brokers
- Validate data quality and formats for consistency

**Departmental Oversight**
- Supervise operations across Customer Care, Claims, Preauth, and related units
- Ensure smooth inter-departmental functioning and client satisfaction

**Claims & Cashless Coordination**
- Ensure resolution and settlement of claims and cashless requests within agreed timelines
- Support grievance resolution related to claim processing

**Stakeholder Engagement**
- Coordinate with brokers, insurance partners, and corporate clients
- Facilitate reviews, feedback sessions, and policy renewals as needed

**Experience Required**
- **2-4 years** of experience in **Client Relationship** or **Customer Service** roles within the **Health Insurance or TPA industry**:

- Exposure to handling key accounts and cross-functional team coordination is preferred

**Job Types**: Full-time, Permanent

Pay: ₹22,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Work Location: In person



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