Customer Service Representative

Policybazaar.com; Dehradun; On-site; INR 250,000 - 350,000; Full time

Benefits offered by this job

Travel reimbursement

Product training

Career growth

Job summary

Policy Bazaar is seeking an Associate Consultant Services for field-based customer support in health insurance documentation. You will visit customers at their homes, hospitals, or workplaces to help with paperwork and resolve issues, ensuring a smooth experience.

The role requires clear explanations of policy coverage and processes, plus coordination with operations, claims, and underwriting. Fresh graduates with good communication are welcome, with travel locally expected.

Qualifications

• Graduate in any discipline.
• Freshers with good communication skills may be considered.
• Willingness to travel locally for customer visits.

Responsibilities

• Visit customers at homes, hospitals, or workplaces to address health insurance queries.
• Assist customers with health insurance documentation and forms.
• Explain policy coverage, benefits, exclusions, renewals, and claim procedures clearly.
• Coordinate with operations, claims, and underwriting for issue resolution.
• Collect and verify documents and ensure accuracy and completeness.
• Track requests and follow up until closure.
• Maintain records of interactions and outcomes.
• Deliver professional, empathetic, customer-centric service.

Skills

Communication

Interpersonal skills

Travel willingness

MS Office/CRM

Education

Graduate degree

Tools

CRM tools

MS Office

Job description

Job Title : Associate Consultant Services

Department: Customer Support / Operations

Location: Field-based (Customer Visits Required)

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

Job Summary

We are looking for an Associate Consultant Services to join the Policy Bazaar 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

• 1. Visit customers at homes, hospitals, or workplaces to address health insurance-related queries.
• 2. Assist customers with health insurance documentation, including policy documents, endorsements, renewals, and claim forms.
• 3. Explain policy coverage, benefits, exclusions, renewal processes, and claim procedures in a simple manner.
• 4. Coordinate with internal teams such as operations, claims, and underwriting for timely issue resolution.
• 5.Collect and verify required documents and ensure accuracy and completeness.
• 6. Track customer requests and follow up until closure.
• 7. Maintain proper records of customer interactions and service outcomes.
• 8.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).
• Freshers with good communication skills may also be considered.

Additional Requirements

Two-wheeler with a valid driving license (preferred). 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 Policy Bazaar.