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 key 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 new joinee s

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