Associate Consultant | Field service

Policybazaar; Mumbai; On-site; INR 300,000 - 500,000; Full time

Benefits offered by this job

Travel reimbursement

Training program

Career growth

Competitive salary

Job summary

PolicyBazaar is seeking an Associate Consultant Services for field-based health insurance support in Mumbai. You will visit customers, assist with policy documents, endorsements, renewals, and claim forms, and explain coverage and procedures in simple terms.

The role requires strong communication, a customer-centric approach, and willingness to travel locally. Graduate candidates are welcome, with 0-3 years of experience; freshers with good communication can be considered.

Qualifications

• Graduate in any discipline; familiarity with health insurance docs is preferred.
• Strong communication, problem-solving, and customer-centric approach.
• Willingness to travel locally for customer visits and field work.

Responsibilities

• Visit customers at homes, hospitals, or workplaces to address health insurance queries.
• Assist with documentation, endorsements, renewals, and claim forms.
• Explain coverage, benefits, exclusions, renewal and claim procedures clearly.
• Coordinate with claims, underwriting and operations to resolve issues.
• Collect and verify documents, track requests and ensure closure.

Skills

Strong communication

Customer focus

Explain policy clearly

Willing to travel

MS Office / CRM

Education

Graduate degree

Job description

Department: Customer Support / Operations

Location: Field-based (Customer Visits Required)| Mumbai

Contact info - HR Harsh Shukla ( 9118166042 ) Whatsapp your resume

Employment Type: Full-time

About PolicyBazaar

PolicyBazaar is Indias leading online insurance marketplace dedicated to making insurance simpleand accessible for everyone. We empower customers with easy policy comparisons, expertguidance, and seamless support throughout the insurance journey. With a strong focus on trust,transparency, and customer experience, we help individuals and families make informed decisionsabout their health and financial well-being.

Job Summary

We are looking for an Associate Consultant Services to join the PolicyBazaar team and providededicated customer support for health insurance documentation and related queries. This roleinvolves visiting customers at their location to assist with documentation, resolve issues, andensure a smooth and satisfactory customer experience.

Key Responsibilities

• Visit customers at homes, hospitals, or workplaces to address health insurance-related queries.
• Assist customers with health insurance documentation, including policy documents, endorsements, renewals, and claim forms.
• Explain policy coverage, benefits, exclusions, renewal processes, and claim procedures in a simple manner.
• Coordinate with internal teams such as operations, claims, and underwriting for timely issue resolution.
• Collect and verify required documents and ensure accuracy and completeness.
• Track customer requests and follow up until closure.
• Maintain proper records of customer interactions and service outcomes.
• Deliver a professional, empathetic, and customer-centric service experience.

Required Skills & Competencies

• Strong communication and interpersonal skills.
• Customer-focused mindset with problem-solving ability.
• Basic knowledge of health insurance products and documentation (preferred).
• Ability to explain complex information clearly.
• Willingness to travel locally for customer visits.
• Basic computer knowledge (MS Office, CRM tools).

Educational Qualifications

• Graduate in any discipline (preferred).

Experience

• 03 years of experience in customer support, insurance services, or field operations.
• Freshers with good communication skills may also be considered.

Additional Requirements

• Two-wheeler with a valid driving license .
• Familiarity with local areas.

What We Offer

• Competitive salary and performance-based incentives.
• Travel reimbursement as per company policy.
• Training on health insurance products and customer service processes.
• Career growth opportunities within PolicyBazaar.