Rajesh Bala
Customer Relationship Manager with 15+ years in Sales Management and Health Insurance Claims
About
Dedicated and self-driven professional with over 15 years of experience in Sales Management, Customer Relationship Management, and Health Insurance Claim Investigation. Proven expertise in customer service, claims coordination, relationship management, field operations, and ensuring accurate and timely reporting. Strong communication, problem-solving, and organizational skills with a customer-centric approach.
Experience
Customer Relationship Manager (CRM) - ICICI Lombard - Hyderabad
(2026-05)
- Client Communication & Support: Serve as the main contact point for policyholders, giving regular updates on claim status, next steps, and expected timelines.
- Claim Verification & Guidance: Collect required documents, review initial loss details, and help clients understand policy coverage limits or exclusions.
- Stakeholder Coordination: Liaise smoothly with internal adjusters, third-party administrators (TPAs), legal counsel, and repair networks to speed up claim handling.
- Expectation & Dispute Management: Manage client expectations regarding payouts, explain reasons for denied or partial settlements, and handle formal complaints with empathy.
- Compliance & Documentation: Record all interactions and claim notes accurately in compliance with industry regulations and company guidelines.
- Retention & Relationship Building: Turn a stressful claims event into a positive service experience to maintain long-term customer loyalty and retention.
Health Insurance Claim Investigation - Field Officer (Freelancer) - Medi Probe Consultancy Services, Code F Solutions, Garuda Vega Investigation Services, Gautam Diligent Security Solutions, Claim Scrutiny Consultancy Services
(2023-01)
Maintained 100% on-time TAT submissions and actively supported immediate cashless claim investigations.
Area Sales Manager - Gowdarbar Agarbathi
(2023-02 - 2024-06)
Area Sales Manager - Arka Foods
(2021-04 - 2023-01)
Sales Manager - Chola Masala Spices
(2018-04 - 2021-02)
Sales Officer - YKP Food Products
(2010-01 - 2018-12)
Education
B.Com - Commerce - Dr. B.R. Ambedkar Open University
