Customer Service Executive

• Job Title: Associate Consultant Services- MEERUT,UTTAR PRADESH
• Department: Customer Support / Operations
• Location: Field-based (Customer Visits Required)
• Employment Type: Full-time
• Contact Person : Kashish Singh | 8448389795| [HIDDEN TEXT]
• 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
• 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.