Customer Support Executive (Insurance)

Assertive Insurance Services LLC; Town of Florida (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Performance incentives

Growth opportunities

Flexible work hours

Training on insurance products

Job summary

Assertive Insurance Services LLC in New York is seeking a dedicated Customer Support Executive to handle inquiries across health, life, and other insurance plans, explain policy features, and help clients choose suitable coverage. You will work with our insurance team to ensure accurate guidance and a seamless customer experience.

Key duties include guiding customers through claims, supporting renewals, updating CRM records, coordinating with internal teams, and providing clear, timely

Qualifications

• Strong communication skills in verbal and written form.
• Experience in customer service or BFSI is an advantage.
• Willingness to learn insurance terminologies and processes.
• Proactive problem-solving and multitasking abilities.

Responsibilities

• Respond to customer inquiries related to health, life, and other insurance plans.
• Provide clear information on policy features, coverage, premiums, and benefits.
• Guide customers through the claims process and documentation.
• Assist with policy renewals, updates, and add-ons.
• Maintain accurate customer records in the CRM.
• Coordinate with internal teams to resolve issues and improve service.

Skills

Customer service

Communication skills

Insurance knowledge

CRM tools

MS Office

Multitasking

Education

Graduation preferred

Tools

CRM tools

MS Office

Job description

We are looking for a dedicated and customer-focused Customer Support Executive to join our insurance team. The ideal candidate will handle customer inquiries, assist with policy information, support claims processes, manage renewals, and provide accurate guidance to ensure a seamless customer experience. This role requires strong communication skills, attention to detail.

Key Responsibilities

1. Customer Assistance & Query Handling

• Respond to customer inquiries related to health, life, and other insurance plans.
• Provide clear and accurate information on policy features, coverage, premiums, and benefits.
• Assist customers in selecting the right policies based on their requirements.

2. Claims Support

• Guide customers through the claims process, including documentation and submission requirements.
• Coordinate with hospitals, TPAs, and internal teams to ensure smooth claim processing.
• Track claim status and update customers promptly.
• Assist customers with policy renewals, updates, endorsements, and corrections.
• Help clients download policy documents, ID cards, and invoices.
• Manage requests related to policy upgrades, add-ons, and coverage changes.

4. Communication & Follow-Up

• Maintain professional communication via phone, email, WhatsApp, and CRM tools.
• Make follow-up calls to resolve pending issues or collect required documents.
• Address customer complaints politely and Escalate concerns when necessary.

5. Documentation & Record Keeping

• Maintain accurate and organized customer records.
• Ensure proper documentation for claims, policy issuance, and service requests.
• Update CRM systems with call logs, case details, and customer feedback.

6. Coordination with Internal Teams

• Work closely with sales, underwriting, claims, and finance teams to resolve customer issues.
• Provide feedback to improve customer service quality and product offerings.
• Excellent verbal and written communication skills
• Strong customer service attitude and problem-solving ability
• Good understanding of insurance terms (training provided)
• Ability to explain complex information in simple language
• Efficient multitasking and time management
• Calm, patient, and professional approach in handling customer concerns
• Proficiency in MS Office, CRM tools, and email handling

Qualifications

• Graduation preferred
• Experience in customer service, insurance, or BFSI sector is an advantage
• Freshers with strong communication skills are welcome
• Competitive salary + performance incentives
• Professional training on insurance products & systems
• Growth opportunities within customer support or other insurance departments
• Supportive work culture with continuous learning
• Flexible work timings (optional depending on company policy)

Why Join Us?

Join a team that values integrity, customer care, and professional growth. You will be part of a company committed to delivering reliable insurance solutions and ensuring every customer receives exceptional service.