Assistant Manager/ Manager - EB Retention/Servicing (Pune)
Mumbai, Maharashtra, India
Assistant Manager/ Manager - EB Retention/Servicing (Pune)
- 202507842
- Mumbai, Maharashtra, India
- Full time
Description
Account Manager (Asst Manager / Manager)
Implant activity like visiting Client premises to assist Employee queries
Manage transactions like Additions/Deletions/ CD Balance
Manage Employee query arrived on dedicated inbox
Manage employee query over call – mobile phone allocated
Monthly visits
Weekly/Fortnight meeting with HR team on status update of the claims tracker (Virtual/In-person)
Quarterly review of the plans with all seniors
Report sharing on master data, cd balance, claims tracker, exception claim tracker, corporate buffer tracker
Roadshow on the Benefits to new joiners
Qualifications
Postgraduate/ Bachelors
Should have 3 – 7 yrs of experience with Min 3 years of client facing experience, specially medical insurance. Experience in Insurance broking preferred, experience in brokers , Insurance Co acceptable.
Should be able to market consultative solutions
Should have sound knowledge of H&B products and its nuances
Should have understanding of the Mumbai market on H&B business
Should have understanding of Insurance companies
Proven experience as a Client Relations Manager or Relationship Manager
Proven track record of meeting and exceeding targets
Background in customer service; industry knowledge is a plus
Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)
customer-oriented attitude
Excellent communication and negotiation skills
Problem-solving aptitude
Ability to work well with a team
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.
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