Proactively identify client needs and opportunities to offer suitable banking solutions, cross-selling and up-selling relevant products and services to enhance client relationships and achieve business objectives.
Collaborate with internal departments, including credit, operations, and product teams, to facilitate seamless service delivery and resolve complex client issues in a timely manner.
Maintain detailed and accurate client records in the CRM system, documenting all interactions, transactions, and follow-up actions to ensure comprehensive client history.
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Leverage available automation and AI-enabled tools to enhance assessment efficiency, consistency, and accuracy
Liaise with Medical Advisors to obtain clinical guidance and clarification where required, ensuring informed and well supported claim decisions.
Perform effective suspense management, follow up on outstanding requirements, and liaise with Finance and relevant stakeholders to ensure timely and accurate claim payments.
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Review claims documentation, policy coverage, medical evidence, and loss details to determine claim validity, liability, and entitlement in accordance with Company guidelines and delegated authority.
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Leverage available automation and AI-enabled tools to enhance assessment efficiency, consistency, and accuracy
Liaise with Medical Advisors to obtain clinical guidance and clarification where required, ensuring informed and well supported claim decisions.
Perform effective suspense management, follow up on outstanding requirements, and liaise with Finance and relevant stakeholders to ensure timely and accurate claim payments.
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