Act as an execution arm for all AM/RM CRM processes related to group renewals & operation work, including documentation, quality requirements, and pre-authorization.
- Support Sales team with CRM processing.
- Collecting required documents from client
- Coordinates between sales team & quality team
- Support Sales team with operational work such as: “Pre-authorization & Reimbursement “
- Support Sales team with all internal portals “CRM, Credit Control, Collection, Compliance, etc.
Key Accountabilities:
1- CRM processing:
- Supporting RM/AM in CRM processing & workflow for complex setup.
- Open new opportunities in CRM for RM/AM
2- Documents Collection:
- Sending mass communication to clients under renewal requesting required documents.
3- Coordination:
- Coordinates between sales team, quality team & membership to ensure requirement completion.
4- Compliance:
- Ensuring compliance requirements fulfilled and exceptional approval cases are closed.
5- Approvals Follow up:
- Reply to RM and AM on cases
6- NB Submissions:
- Calculate Claim Experience
- Build new product