Job Summary:
We are seeking a proactive and customer-focused Customer Success Executive to
enhance client relationships and ensure seamless service delivery in the health insurance
domain. This role involves managing customer queries, assisting with policy-related
concerns, and ensuring a positive customer experience throughout the policy lifecycle.
Key Responsibilities:
Act as the primary point of contact for policyholders, addressing queries related
to policy coverage, claims, and benefits.
Guide customers through the onboarding process and ensure they fully
understand their insurance policies.
Proactively engage with clients to enhance satisfaction, resolve issues, and retain
business.
Coordinate with internal teams (claims, underwriting, sales, and support) to
resolve customer concerns efficiently.
Monitor customer interactions, feedback, and escalations to improve service
quality.
Identify opportunities for upselling or cross-selling additional insurance products.
Maintain accurate records of customer interactions in CRM systems.
Stay updated on industry regulations, company policies, and product offerings to
provide accurate information.
Required Skills & Qualifications:
Bachelor’s degree in Business Administration, Insurance, or a related field.
1 year of experience in customer success, account management, or a similar role
in the health insurance sector.
Strong understanding of health insurance products, claims processing, and
regulatory guidelines.
Excellent communication and interpersonal skills to build strong customer
relationships.
Problem-solving skills with the ability to handle customer complaints and
escalations effectively.
Proficiency in CRM software and Microsoft Office Suite.
Ability to multitask, prioritize, and work in a fast-paced environment.
Languages Required – English, Bengali and Hindi