Client Service CRM

3 days ago

Bengaluru, Karnataka, India Edify Insurance Brokers Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Profile

At Edify Insurance Brokers Pvt Ltd, our Client Service team is the engine that drives our customer satisfaction and query solutions. We are seeking a qualified Client service - manager to help our clients in claims and any other query solution through their own skills. Our ideal CS manager has to have indepth knowledge of and experience with the Claim process, Policy terms and conditions, relationship building and MIS management. We are seeking a quick learner with strong communication skills, and someone with a track record of success who can inspire the same in others

Objective of this Role

  • One stop solution for all client queries and requirements
  • Represent our company, with a comprehensive understanding of our services in the area of claim process and policy terms and conditions including conducting orientation for employees.
  • Providing the timely help to clients in claim settlements in both cashless and reimbursements.
  • Co-ordinating with Insurance company in updating endorsements, CD Balance and other MIS reports.
  • Co-ordinating with TPA in claim settlements, in solving the issues due to any calculation error and any data error with the MIS reports.
  • Team Management and Leading the team by Co-ordinating with the team members for updating the MIS reports.
  • Reporting any issues to the sales team to help them maintain the relationship with clients.
  • Co-ordinating with clients, HR Head and Finance Head in resolving any issues.
  • Maintaining MIS reports
  • Co-ordinating with the Retention team.
  • Visiting clients to understand if they have any concerns and help them in fixing the issues.
  • Visiting the TPA and Insurance company to maintain good relationship with the customer relation team.
  • Resolving the clients queries.

Skills and Qualification

  • Bachelors degree in any field
  • 1-6 years of experience in Client Service management in Insurance Industry
  • Leadership qualities with Excellent communication, interpersonal skills and proactive approach
  • Ability to learn and update the knowledge of insurance products
  • Understanding of policy and products
  • Flexibility with calls and mails
  • Expertise in Excel, Word and PPT

  • Inside Sales Specialist

    4 days ago

    Bengaluru, Karnataka, India Maple CRM Software Full time ₹ 4,80,000 - ₹ 6,00,000 per year

    Company DescriptionMaple CRM is a cloud-based Sales & Field Service CRM software designed to help businesses enhance their operations and increase sales. Our solutions cater to B2C Service Management, B2B Sales and Service, and Field Service and Support. With easy-to-use tools and features like Mobile App, Geo tracking, reports, and analytics, Maple CRM...

  • Client Service Representative

    2 weeks ago

    Bengaluru, Karnataka, India Netchex Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About NetchexWe're Netchex - the fastest growing Payroll, Human Resource, Time and Attendance, and Benefits services company in America. We give HR professionals time to work on what drives their businesses forward by providing efficient tools and quality personal service. We tackle big challenges, take pride in our work, and learn early and often so we can...

  • Client Services Manager

    4 days ago

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

    Key ResponsibilitiesServe as the primary point of contact for assigned clients, managing communication and queries with responsiveness and professionalism.Coordinate onboarding and implementation processes for new clients, ensuring a smooth transition and understanding of AuthBridge services.Maintain strong client relationships by proactively identifying...

  • Business Development Executive

    2 weeks ago

    Bengaluru, Karnataka, India, Karnataka Nurture CRM Full time

    Job Description We're Hiring: Business Development Executive (Full-Time | On-Site)Location: Bengaluru, KarnatakaExperience: 1 – 3 YearsImmediate Joiners PreferredAbout Nurture CRMNurture is a fast-growing SaaS company providing powerful CRM solutions tailored for coaching institutes and upskilling centers. Our platform helps institutes manage their sales...

  • SAP CRM Case/Service

    16 hours ago

    Bengaluru, Karnataka, India Tech Mahindra Ltd Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Job Description Job Summary SAP CRM Service Functional AnalystExperience in business process definition, requirements definition, solution architecture Experience with writing Functional Specs for RICEFW Strong interpersonal, oral, presentation, and written communication skills. Excellent Project Management skills Proven ability to estimate &...

  • Sap CRM consultant

    1 week ago

    Bengaluru, Karnataka, India Talent Worx Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Talent Worx is excited to welcome a knowledgeable SAP CRM Consultant to our growing team. In this role, you will play a crucial part in implementing and supporting SAP Customer Relationship Management (CRM) solutions that drive our clients' customer engagement and sales processes. Your expertise will help organizations streamline their customer interactions,...

  • CRM Executive

    2 weeks ago

    Bengaluru, Karnataka, India Raja Housing Ltd Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Key Responsibilities:Manage and update the CRM system with accurate customer and lead data.Track and manage leads from various sources (digital, events, walk-ins, referrals, etc.).Assign leads to appropriate sales team members and follow up on progress.Monitor the sales pipeline and prepare regular reports and dashboards.Coordinate with sales, marketing, and...

  • CRM Executive

    4 days ago

    Bengaluru, Karnataka, India Vconnect2 Realty Services Full time ₹ 2,40,000 - ₹ 4,80,000 per year

    Job Opening: CRM ExecutiveLocation: BengaluruEmployment Type: Full-timeExperience: 0–1 years (CRM / Customer Engagement preferred)About UsGrasshoppers- Managed Office is a dynamic and growth-oriented organization in the Managed Office. We focus on delivering excellent customer experience and building long-term client relationships through innovation and...

  • CRM Developer

    1 week ago

    Bengaluru, Karnataka, India Tebiz Digital Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    HiGreetings from Total eBiz Solutions, BangaloreWe are hiring CRM Developer for our Bangalore location as WFO only (No Remote/Hybrid)Please apply only genuine experience (Strong BGV is in process)Share your profile to along with your CTC, ECTC, Notice, Location etc.Here is the JD:Strong written communications especially related to articulating technical...

  • CRM Lead

    1 week ago

    Bengaluru, Karnataka, India Tebiz Digital Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    HiGreetings from Total eBiz Solutions, BangaloreWe are hiring CRM Sr. Developer/Technical Lead for our Bangalore location as WFOShare your profile to along with your CTC, ECTC, Notice, Location etc.Here is the JD:Should be able to lead a team of 3-8 resources effectively.8-10 years experience with Microsoft Dynamics 2016/365 CRMExperience in customizations,...