Customer Relationship Management Specialist

Company Description Medi Assist is India’s leading HealthTech and InsurTech company, specializing in health benefits administration for employers, retail members, and public health schemes. The company focuses on leveraging modular claims management systems, data-driven technology, and customer-centric service solutions to lower healthcare costs and improve member outcomes. Its claims analysis combines advanced surveillance software with certified medical specialists to identify cost-saving opportunities while maintaining quality of care. Medi Assist’s comprehensive benefits management approach emphasizes positive member experiences, cost efficiency, and close alignment between the company’s success and that of its clients. The organization continues to drive innovation in health benefits, offering tools and insights that help businesses manage healthcare expenses more effectively.
Role Description The Customer Relationship Management Specialist at Medi Assist is a full-time hybrid role based in Gurugram, with flexibility for some work-from-home arrangements. This role involves managing and nurturing relationships with corporate and institutional clients, ensuring timely resolution of queries, and providing proactive support on health benefits and claims-related matters. The specialist will monitor customer accounts, analyze service performance, and identify opportunities to enhance satisfaction and retention. Daily responsibilities include coordinating with internal operations, technology, and medical teams, preparing and presenting reports, and supporting the implementation of CRM strategies and initiatives. The role also includes collaborating with sales and account management teams to support renewals, upsell opportunities, and continuous improvement in customer experience.
Qualifications
Strong Customer Relationship Management (CRM) and client servicing skills, with the ability to build trust and maintain long-term partnerships.
Excellent Communication skills, including clear written and verbal communication and the ability to present data and insights to diverse stakeholders.
Solid Analytical Skills to interpret customer data, claims trends, and service metrics, and to recommend actionable improvements.
Exposure to Sales and account support activities, including assisting with renewals, cross-selling, and identifying growth opportunities.
Effective Project Management capabilities to coordinate initiatives, track deliverables, and ensure timely completion of client-related projects.
Bachelor’s degree in business, management, healthcare administration, or a related field; advanced qualifications in insurance or healthcare management are an advantage.
Experience working in health insurance, health benefits administration, or a related HealthTech/InsurTech domain is preferred.
Proficiency in CRM tools, MS Excel, and reporting dashboards, with attention to detail and a process-oriented mindset.
Ability to work collaboratively in a hybrid environment, manage multiple stakeholders, and adapt to a fast-paced, data-driven setting.

Work arrangement
Hybrid