Job Title: Associate Consultant Services
Department: Customer Support / Operations
Location: Field-based (Customer Visits Required) Rajkot,Gujarat
Contact Person : Kashish Singh | 8448389795| kashishsingh@policybazaar.com
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).