Customer Service Representative

Job Title : Associate Consultant Services

Department: Customer Support / Operations

Location: (Haridwar and Rishikesh), Uttrakhand

Contact Person : Kashish Singh | [phone removed]| [HIDDEN TEXT]

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.