Key Duties

- Client Relationship Management Serve as the primary point of contact between the client and the TPA.
- Develop and maintain robust, long-term relationships with clients.
- Understand client needs, expectations, and business goals.
- Schedule and lead regular client meetings, reviews, and updates.
- Account Oversight
- Monitor the performance of client accounts against service level agreements (SLAs).
- Review the Dashboards to ensure that no claims are stuck at any level and resolve any problem before it escalates.
- Ensure timely delivery of services such as claims processing, reporting, member enrolment, etc.
- Address and resolve issues or escalations promptly. Understand the root cause of issue and put processes in place to ensure they do not occur again.
- Claims & Operational Coordination
- Liaise with internal teams (claims, payments, assist, membership, billing) to ensure smooth operations.
- Track claims turnaround time, accuracy, and adherence to agreed guidelines.




- Provide support in claims audits or dispute resolutions.
- Reporting & Analytics
- Liaise with analysis team to deliver periodic reports on claims, utilization, premiums, and other KPIs as required by broker, insurer.
- Analyse data to provide insights into cost drivers, claim trends, or process improvements.
- Support insurers underwriting teams/ brokers with loss ratio and claims data as requested.
- Client Onboarding & Renewals
- Facilitate onboarding of new clients/renewals including setup of systems, processes, and awareness sessions
- Coordinate annual or periodic policy renewals, plan changes, or benefit modifications.
- Support in Business Development
- Assist in preparing proposals or presentations for renewals or upselling.
- Identify opportunities for cross-selling or service expansion within existing accounts.
- Sourcing new clients

📌 Account Manager - Sales (Bengaluru)
🏢 Medi Assist
📍 Bengaluru