SBO

Relationship Manager - S3

Bengaluru
Work Type: Full Time

About Navi 

Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navi's mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences.

Founders: Sachin Bansal & Ankit Agarwal 

Know what makes you a “Navi_ite” :  

1.Perseverance, Passion and Commitment 

• Passionate about Navi’s mission and vision 

• Demonstrates dedication, perseverance and high ownership 

• Goes above and beyond by taking on additional responsibilities 

2.Obsession with high quality results 

• Consistently creates value for the customers and stakeholders through high quality outcomes 

• Ensuring excellence in all aspects of work 

• Efficiently manages time, prioritizes tasks, and achieves higher standards 

3.Resilience and Adaptability 

• Adapts quickly to new roles, responsibilities, and changing circumstances,  showing resilience and agility 

Navi Health Insurance offers several benefits including in-patient hospitalization, cashless hospitalization, pre and post-hospitalization, hospitalization at home cover, COVID-19 cover, daycare treatment, no room rent capping, optional critical illness cover, and optional maternity cover, etc

What is an Insurance Relationship Manager?

In the insurance field, relationship managers oversee the development and execution of policies that cater to customer relationships. This includes networking with outside agencies and also ensuring internal policies and protocols are being monitored and executed.

Team coordination with stakeholder:

Hospitals, Doctors, Investigation team, Adjudicator, Payment processors, Networking team

Responsibilities of Relationship managers?


  1. Answer telephone for claim related inquiries from customers, outside sources and in-house personnel.
  2. Perform various follow up activities including telephone calls, emails and utilizes internal channels to achieve timely resolution.
  3. Partner with the appropriate staff and departments to ensure optimal working relationships.
  4. Ensure compliance with quality assurance and productivity department goals specific to main job responsibilities 
  5. Maintain skill proficiency, including improvement where deemed necessary, and upgrading any additional or new skills on the appropriate position skills list.
  6. Assist customers to make health care decisions by carefully matching customers with the optimal products and services.

What are the qualifications required for Health Insurance jobs?


  1. Bachelor's or Graduate's Degree
  2. Sound leadership and problem solving capabilities.
  3. Proven record of attention to detail, time management, and multitasking skills.
  4. Fluent in the insurance process, including negotiation, reserving, and liabilities.
  5. Fluent in working with clients to select proper plans and arranging for signups.

Language Preference:

Hindi & English as mandate






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