The Documents Handling Executive will be responsible for managing, verifying, and maintaining all customer-related documents with confidentiality and accuracy. The role also involves handling inbound and outbound customer calls related to document submission, plan activation, and verification, ensuring smooth coordination between clients and the operations team.
Key Responsibilities:
Customer Document Management
Receive, verify, and upload customer documents related to AayurCare plans (ID proof, payment receipt, medical documents, etc.).
Maintain organized digital and physical filing systems for easy retrieval and audit readiness.
Ensure accuracy and completeness of all documentation before submission for processing.
Monitor pending document submissions and follow up with customers or partners as required.
Call Handling & Customer Coordination
Attend customer calls to provide guidance on document requirements and plan activation.
Update customers about the status of their document verification or reimbursement process.
Record and escalate any customer complaints or issues to the operations team for quick resolution.
Maintain professionalism and empathy during all customer interactions.
Data Confidentiality & Compliance
Handle sensitive information responsibly in compliance with company data protection policies.
Prevent unauthorized access, duplication, or misuse of customer documents.
Support internal audits and ensure compliance with AayurCare's confidentiality and operational standards.
Reporting & Coordination
Prepare daily/weekly reports on documents received, verified, and pending.
Coordinate with the operations, legal, and finance teams to ensure document flow is seamless.
Assist in digitization and automation initiatives for document management.
Required Skills & Qualifications:
Bachelor's degree in any discipline (preferably in Administration, Commerce, or Healthcare).
0-3 years of experience in document management, data entry, or customer service.
Proficient in MS Office (Excel, Word, Outlook) and basic CRM or ERP systems.
Excellent verbal and written communication skills (English and regional language).
Strong organizational and multitasking abilities.
High attention to detail, confidentiality, and integrity.
Key Competencies:
Professional communication and coordination skills.
Customer-centric attitude with problem-solving ability.
Time management and ability to work under deadlines.
Discretion in handling sensitive medical or personal data.
Job Type: Full-time
Pay: ₹13,000.00 - ₹20,000.00 per month
Work Location: In person
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