Client Servicing (Aurangabad)

Client Servicing (Aurangabad)

13 Aug
|
Edme Insurance Brokers
|
Aurangabad

13 Aug

Edme Insurance Brokers

Aurangabad

Key Result Areas

Supporting Actions

Renewal Data

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

sFollow-up with the TPAs and insurance companies for the E-card generatio

nFollow-up with the insurance companies for policy copy of the renewal

sEnsure that policy copy in hard is provided to the client timel

yClaims suppor

tSupport for smooth cashless transactions, as require

dFollow-up with the insurance companies for reimbursements for cases other than the cashless one

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

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

eGuiding Employees towards Hospitalisation, for availing cashless / reimbursement facilit

yGuiding on claims documentation submissio

nClient relationship managemen





tVisit client sites weekly basis to ensure that they are touch based periodicall

yTake up important client queries and discuss next steps with them during such visit

sTake client feedbacks on services of the TPAs for further PO

ASubmission of Report to clien

tMI

SMaintain tracker with all client services and their TATs, periodicall

yMaintain MoMs of all client meetings and ensure that they are closed before the subsequent meetin

gMaintain daily productivity data and share the same with higher-ups, as require

dMaintain monthly data of all claims (GMC, GPA & others

)Maintain and share escalation matrix with the clien

tWeekly meetings with TPA’s to improve TAT’S , Resolve any queries and escalation, if any etcc

…Presenting and explaining GMC policy to current joinee

s

📌 Client Servicing (Aurangabad)
🏢 Edme Insurance Brokers
📍 Aurangabad

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