Dynamic CRM Executive with proven expertise at Medi Assist Insurance TPA Pvt Ltd, adept in MS Office and data entry. Successfully resolved complex customer claims, enhancing client satisfaction through effective communication and problem-solving. Recognized for proactive approach, ensuring timely resolutions and fostering strong customer relationships.
Overview
4
4
years of professional experience
1
1
Certification
Work History
CRM EXICUTIVE
Mediassist insurence TPA PVT LTD
Bengaluru
01.2022 - Current
Cultivated relationships with new clients through strategic cold calling and referrals, expanding client base.
Advised clients on tailored insurance options and specific coverage needs, enhancing client satisfaction.
Clarified coverage options for potential policyholders, addressing questions and concerns to facilitate informed decisions.
Educated clients about policy terms and conditions clearly and effectively.
Processed insurance claims and ensured timely communication with clients.
Collaborated with healthcare providers to verify patient information and claims.
Explained complex technical terms related to insurance plans in simple language for easy understanding.
CRM Executive
Medi Assist insurence tpa pvt ltd
Bengaluru
01.2022 - Current
Handled customer inquiries regarding claims at Toyota Kirloskar Motors, addressing a client's concerns about their cashless claim status.
Empathized with customer frustration, assured follow-up, and utilized MS Office and Data Entry skills to access the claim system and identify a documentation discrepancy.
After gathering the necessary information, I contacted the relevant department to expedite the verification process. I kept the customer informed throughout, ensuring they felt valued and reassured about their claim.
Resolved the issue by coordinating with relevant departments and kept the customer informed throughout, leading to client gratitude for the proactive communication.
Education
PG Diploma - Computers
VIGNAN INSTITUTE OF ODC
12-2020
Diploma - Computers
VIGNAN INSTITUTE OF
obuladevara cheruvu
12-2020
12th - Telugu
National Open School
12-2020
10th - Telugu
Andhra Pradesh
12-2016
Skills
Client management
Data analysis
Customer support
Data analysis
Sales Analysis
Excel
MS Office
Excel
Certification
Gajendra N, 2 P.U.
Projects
CRM, 1296 Days, Worked on Cashless and Reimbursement claims handling in Toyota Kirloskar Motors, processed claims, and addressed user queries.