Prashant Butkar

Formerly Known as Medvantgae Insurance TPA Pvt Ltd license by IRDA 003

Job Period - 2017- 2023

Department: Account Management

Job Profile: Assistant Manager- Client service and Retention

• Managing end to end servicing of corporate clients and ensure timely deliverance
• Supervised day-to-day operations to meet performance, quality and service expectations
• Team Handling
• Handling Escalations through Mails / calls phone / tracking of claim movement and payment TAT, and there by maintaining all the process TAT
• Maintaining and monitoring TAT for settlement of Claims
• Retentiion of existing business
• Liaising with Corporate HR, Broker, for routine follow ups on regular basis
• Organizing, visiting & fix business meeting with Corporate HR, Brokers on regular basis
• Review of MIS on Monthly basis and share with Brokers, Insurance Companies and Clients HR.
• Liaising with Internal department to track and Monitoring the TAT
• Coordinated daily operations to ensure efficient service delivery and client satisfaction.
• Implemented process improvements to enhance workflow efficiency and reduce turnaround time.
• Arranging value added service to the client
• Analyzed client feedback to identify areas for service enhancement and quality assurance..

Formerly Known as UnitedHealthcare Parekh Insurance TPA Pvt Ltd license by IRDA 002
Department: Account Management
Job Profile: Assistant Manager- Client Servicing

• Managing HNI clients
• Teams Handling
• Client servicing and Handling Escalations
• Internal Track for Monitoring the TATs of all Corporates through Internal Team follow ups., Reviewing the Claim Files.
• Review of MIS on Monthly basis and share with Brokers, Insurance Companies and Clients HR.
• Renewal of existing business
• Liaising with Insurance Companies
• Liaising with Corporate HR, Broker, Agents for routine follow ups on regular basis
• Organizing & fix business meeting with Insurance Companies, Corporate HR, Brokers on regular basis
• Arranging value-added services to the corporate
• Maintaining and monitoring TAT for settlement of Claims
• Sending MIS to the insurance company and corporate clients on monthly basis
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Improved customer satisfaction by addressing and resolving complaints promptly.

• A Health care service provider license by IRDA no. 28
• Dept: Customer Relationship Management
• Job Profile: Deputy - Client Servicing
• Handling all the policy related issues including claim settlements, issue of Identity cards, cashless and grievance for the corporate clients
• Renewal of existing business
• Acquisition of New Business
• Representing DHS
• Liaisoning with Insurance Companies
• Liaisoning with Corporate HR, Broker, Agents for routine follow ups on regular basis
• Organizing & fix business meeting with Insurance Companies, Corporate HR, Brokers on regular basis
• Presentation to the clients about policy terms & condition & guide how to proceed to co-ordinate with DHS in future
• Arranging value-added services to the corporate
• Maintaining and monitoring TAT for settlement of Claims
• Sending MIS to the insurance company and corporate clients on monthly basiis

• Liaising with Corporate Clients
• Maintaining and monitoring TAT for settlement of Claims
• Furnishing MIS on Monthly Basis
• Attending Corporate clients’ queries and reply
• Visiting corporates and insurance company
• A Health care service provider license by IRDA
• Dept: Corporate Relations
• Job Profile: Sr. Executive

• Retail loan proposal
• - Processing of retail loans
• Savings, Current account department
• - Acceptance of account opening forms as per KYC (know your customer) norms
• - Handling saving and current account department customers queries and follows up.
• - Retaining HNI Customers and their follow up
• - Issuance of cheque books/ Issuance of demand draft
• Depositary Services department
• - Acceptance of demat forms and sending it to demat department as per norms
• - Handling demat customer queries and follow up
• Cash department
• - Receipts and payment of cash
• - Follow up of banking cash transaction tax and submitting the report to accounts department
• Clearing department
• - Handling clearing department such as outward and inward clearing of cheques
• - Attending and Follow up of Outstation cheques deposited by customers
• Job Profile: Officer