Client Relationship Officer

Job Summary:

The Client Relationship Officer will be stationed at the client’s location and will be responsible for day-to-day servicing of the Group Mediclaim and GPA policies. The role involves close coordination with the client’s regional team, insurance companies, internal team and TPAs to ensure smooth policy administration, enrolments, claims processing, and grievance handling.

Key Responsibilities:

• Act as the single point of contact for the client’s HR team on insurance matters.
• Manage enrolments and endorsements under the GMC and GPA policies.
• Prepare and validate enrolment data in insurer-specific formats.
• Attend and organize enrolment seminars and workshops during renewals.
• Monitor reimbursement claims and coordinate with TPA to maintain timely settlements (TAT adherence).
• Conduct periodic review meetings with the client to discuss pending claims and resolve escalations.
• Maintain and update Claim MIS; generate regular reports for internal and client use.
• Make product-related presentations during client training or awareness sessions.
• Resolve member grievances through calls and emails within defined TATs.

Required Skills & Qualifications:

• Graduate in any discipline
• 2–3 years of relevant experience in the insurance industry (preferably in group policies).
• Good verbal and written communication skills.
• Ability to make presentations and conduct training/workshops.
• Proficiency in MS Excel, PowerPoint, and Word.
• Good liaisoning and relationship management abilities.
• Sound knowledge of GMC/GPA policy wordings, claims settlement processes, and required documentation.
• Ability to work under pressure with a strong customer-service orientation.