CRM(customer relation manager)

4 days ago

Bengaluru, Karnataka, India Digit Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Claims Associate Health Claims CRM

Position Description

Be the voice and bridge of Digit's health claims team—delivering exceptional service and communication to clients, partners, and internal stakeholders. You'll manage end-to-end claim servicing and play a key role in relationship building and process awareness.

Key Responsibilities

  • Manage inbound and outbound calls/emails, resolving queries related to health claims swiftly and empathetically.
  • Provide end-to-end service to clients, ensuring all touchpoints—Sales, HR, Brokers, Agents—are engaged and informed.
  • Act as the central coordinator for query resolution by working closely with internal teams (processing, tech, product, etc.).
  • Conduct interactive sessions with employees/HR to explain coverage, processes, and share claim insights or performance reports.
  • Promote digital usage of platforms—educate clients about claims portals, mobile apps, WhatsApp, and other self-serve tools.
  • Represent Digit in in-person client meetings, addressing concerns, sharing updates, or rolling out claim process training.

Experience & Skills Required

  • Experience: Minimum 1 year of client servicing or CRM experience, preferably in health insurance or wellness industry.
  • Technology:
  • Basic proficiency in MS Office (Excel, Word, PowerPoint)
  • Comfortable with CRM tools, ticketing systems, and dashboards.
  • Behavioural Traits:
  • Strong communication and active listening skills
  • Assertiveness while handling escalations
  • Proactive mindset in anticipating client needs and solving issues

Education & Qualification

  • Qualification: Graduation or Post-Graduation in any discipline
  • Preferred Background: Healthcare, Insurance, Customer Success, or Corporate Servicing

What You Bring to Digit

You ensure every travel claim is handled with speed, accuracy, and empathy—making stressful journeys easier for our customers.

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