Job Description Claims Processing Executive

Position : Claims Processing Executive

Department: Claims / Operations

Role Objective

The Claims Processing Executive will be responsible for end-to-end processing and validation of customer claims, ensuring accurate claim assessment, timely settlement, SLA and TAT adherence, proper documentation, query resolution, and MIS reporting.

The candidate should have a good understanding of FMCG business processes and commercial transactions, along with solid analytical and Excel skills.

Key Responsibilities

1. Claims Receipt & Client Coordination
- Coordinate with clients/customers for timely receipt of claims and supporting documents.
- Ensure all claims are received as per the agreed process and timelines.
- Maintain proper Inward/Outward Claims Tracker and monitor claim movement.
- Follow up with clients for missing or incomplete documents/information.
- Ensure all claims are properly recorded and tracked from receipt to closure.

2. Claims Validation & Processing

Validate various types of FMCG claims, including:
- Incentive Claims




- TOT (Turnover/Trade Offer) Claims
- Display Claims
- Visibility Claims
- Promotional and scheme-related claims
- Other customer/trade claims as applicable

Key validation activities will include:
- Verification of claim calculations and supporting workings.
- Validation of quantities, rates, schemes, periods, and applicable commercial terms.
- Cross-checking claims against approved agreements, schemes, invoices, sales data, and supporting documents.
- Identification of duplicate, excess, incorrect, or unsupported claims.
- Ensuring claims are processed strictly as per agreed SOPs and client requirements.

3. Calculation & Commercial Validation
- Validate the mathematical accuracy of claim workings.
- Check applicable rates, percentages, slabs, quantities, and eligibility criteria.
- Verify claim calculations against agreed commercial terms.
- Identify financial discrepancies and highlight

📌 Walk-in || Claim Processing Executive (Mumbai)
🏢 Matrix Business Services
📍 Mumbai