Job Description – CRM (Health Insurance / Medical Claims)

Company: Accurate Risk Managers & Insurance Brokers Pvt. Ltd.

Location: Hinjewadi & PCMC Area, Pune Department: Health Insurance / Employee Benefits Position: CRM – Health Insurance / Medical

Job Role :

We are looking for a Client Relationship Manager (CRM) to manage day-to-day employee and client queries at client locations across Hinjewadi and PCMC areas. The role will primarily involve handling Health Insurance / Group Medical Insurance (GMC) and Medical Claims, coordinating with TPAs, insurance companies, hospitals, and internal teams to ensure timely resolution of queries and claims.

Key Responsibilities

Handle day-to-day health insurance and medical claim-related queries at client locations.

Assist employees with cashless hospitalization, reimbursement claims, claim status, documentation, approvals, and settlements.

Coordinate with TPAs, insurance companies, hospitals, and internal teams for claim resolution.

Provide on-site support and guidance to employees regarding their Group Medical Insurance (GMC) benefits.

Follow up on pending claims and ensure timely resolution of open cases.

Coordinate with the HR/Admin team at client locations for insurance-related matters. Maintain proper records of employee queries, claims, follow-ups, and resolutions. Escalate complex or delayed claims to the appropriate TPA, insurer, or internal team.





Build and maintain a strong relationship with clients and employees.

Ensure a high level of customer service and client satisfaction.

Candidate Eligibility

Minimum Qualification: Graduate in any discipline.

Experience:

1–4 years of experience in Health Insurance / Medical Claims / TPA / Insurance Broking / Employee Benefits.

Prior experience in Group Medical Insurance (GMC) and medical claims will be preferred. Candidate must have a valid two-wheeler driving licence.

Candidate should have their own two-wheeler for travelling to client locations.

Should be comfortable travelling across Hinjewadi & PCMC areas.

Good communication and interpersonal skills.

Strong follow-up, coordination, and problem-solving abilities.

Good working knowledge of MS Office / MS Excel.

Candidates from TPA, Insurance Company, Insurance Broking, or Corporate Health Insurance backgrounds will be preferred.

Key Skills

Health Insurance | Medical Claims | GMC | Cashless Claims | Reimbursement Claims | TPA Coordination | Client Handling | Employee Query Resolution | Customer Relationship Management | Follow-up & Escalation Work Location Hinjewadi & PCMC Area, Pune Role Nature: Client-Facing / In office Department: Health Insurance / Employee Benefits

Pay: ₹25,000.00 - ₹32,000.00 per month

Benefits:

- Cell phone reimbursement
- Flexible schedule
- Provident Fund

Work Location: In person

📌 Customer Relaionship Manager - Hinjewadi (Pune)
🏢 Accurate Risk Manager and Insurance Brokers
📍 Pune