Associate Consultant || Field service

Department: Customer Support / Operations

Location: Field-based (Customer Visits Required)

Contact info - HR MRIDUL ( [phone removed] ) 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.