Company Description Medi Assist is India’s leading HealthTech and InsurTech company, specializing in administering health benefits for employers, retail members, and public health schemes. The organization focuses on innovative health benefits administration, leveraging modular claims management systems, advanced data-driven technology, and customer-centric service solutions. Its model is designed to help health plans succeed by linking the company’s performance to positive outcomes for members.

Medi Assist combines expert talent with surveillance software to identify cost-saving opportunities in healthcare claims and supports businesses and members in keeping healthcare costs low. The company emphasizes a comprehensive benefits management approach that enhances member experience while strengthening the financial health of client organizations.

Role Description This is a full-time, in office role for a Customer Relationship Management Executive based in Pune City. The role involves managing and nurturing relationships with corporate clients and members, ensuring a high-quality customer experience across health benefits and claims-related interactions.

Responsibilities include handling inquiries and escalations, coordinating with internal operations and claims teams, and providing timely updates on service status.



The executive will analyze customer feedback and usage patterns to support customer retention initiatives and identify opportunities to improve processes. The role also requires collaborating with sales and account management teams to support renewals, cross-selling, and client onboarding activities while maintaining detailed records in CRM systems.

Qualifications

- Candidates should possess strong Customer Experience and Customer Retention skills to manage member and client relationships effectively.
- Candidates should possess excellent Communication skills for clear, professional interaction with customers, internal teams, and external stakeholders.
- Candidates should possess solid Analytical Skills to interpret data, monitor service performance, and support decision-making and process improvements.
- Candidates should possess Sales-related skills to support upselling, cross-selling, and renewal discussions with clients.
- Relevant qualifications such as a bachelor’s degree in business, management, healthcare administration, or a related field are beneficial.
- Prior experience in health insurance, health benefits administration, customer service, or CRM roles will be advantageous.
- Proficiency in CRM tools, MS Office applications, and basic reporting is preferred.
- Ability to work collaboratively, handle high-volume workloads, and maintain a customer-centric approach is expected.

📌 Customer Relationship Management Executive (Pune)
🏢 Medi Assist
📍 Pune