Customer Service Representative

Policybazaar.com; Bengaluru; On-site; INR 350,000 - 520,000; Full time

Job summary

PolicyBazaar.com is seeking an Associate Consultant Services for field-based customer support in Bengaluru. The role involves visiting customers at their homes, hospitals, or workplaces to assist with health insurance documentation and related queries.

You will explain policy coverage, benefits, exclusions, renewal processes, and claim procedures, coordinating with operations, claims, and underwriting for timely resolution.

Qualifications

• 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).

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.
• 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.

Skills

Strong communication

Interpersonal skills

Problem-solving

CRM tools

MS Office

Tools

CRM tools

MS Office

Job description

Job Title: Associate Consultant Services

Department: Customer Support / Operations

Location: Field-based (Customer Visits Required) BENGALURU, KARNATAKA

Contact Person: Kashish Singh | 8448389795| [e-mail]

Job Summary

We are looking for an Associate Consultant Services to join the PolicyBazaar team and provide dedicated customer support for health insurance documentation and related queries. This role involves visiting customers at their location to assist with documentation, resolve issues, and ensure 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.
• 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.

Qualifications

• 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).