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08/12 Priti Goyal
Founder at Serving Skill

Views:575 Applications:97 Rec. Actions:Recruiter Actions:4

Process Manager - Medical Management - LIFE INSURANCE (7-13 yrs)

Mumbai Job Code: 1347561

To Manage customer experience during the medical journey & drive Operational Excellence by way of introducing new technologies, customized communication and medical scheduling process

Key Responsibilities:


- To Implement the Medical Process and UW guidelines on medicals

- To be a key participant of Service Team: Formulate strategy to match medical Experience to Customers' expectations

- To Bring in in new technologies to ensure frictionless medicals

- To Formulate mechanisms to control delivery as per agreed SLAs

- To Implement RCA and CAPA mechanism to identify and resolve Customer complaints

- To Ensure timely and accurate tracking and visibility on medicals to other stakeholders

- To Ensure adherence to scope of work and improving the performance of TPAs on business KPIs through regular reviews, reports and feedbacks.

- To work closely with Information Technology/UW/Issuance and Partners for systems development and/ or enhancements.

- To Co-ordinate in User Acceptance Testing and implementation of systems

- To Develop and manage outsourced vendors as may be required from time-to-time

Specific Authorities( - Authorized to approve medical escorting / HNI center cost HR/ JD/ Ver1.0/1 st Feb 2020Internal Financial & Non Financial)

- Authorized to approve specific vendor payments

Key Performance:


- Medical Report closure in T+2wk days: 98%

- Medical report quality: 100%

- Login to Medical decision in 15 days: 90%

- Vendor Payout accuracy: 100%

- To Ensure NPS Score of =>75%

Job Requirements:


Graduate/ Postgraduate in any discipline

Experience: 8 to 12 Yrs. preferably in Life Insurance Industry

Functional Competencies:

- MS Office Suite

- Regulatory knowledge

- Process, Product & System Knowledge

- Analytical Skills

Behavioral Competencies:

- Building Talent and Teams Definition

- Collaboration

- Execution Excellence

- Customer Centricity

Key Interactions:

- Internal Nature or purpose of interaction

- Branch Operations/Sales teams/UW teams

- Interactions via email & calls for Medicals Scheduling & Reports closure

IT Team - Interaction for resolving any IT stuck cases & prioritizing closure of cases stuck in Medical Bucket

Risk and compliance - To resolve queries related to Risk and compliance requirement External Nature or purpose of interaction HR/ JD/ Ver1.0/1 st Feb 2020Internal

Auditors - To independently Handle Audit Observations & ensure fixes of the gaps identified


- To manage TPA for the entire medical process

- Documented By AVP - New Business Operations

- Approved By AVP - New Business Operations

Women-friendly workplace:

Maternity and Paternity Benefits

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