Key Responsibilities: · Proactively call or follow up with clients whose insurance policies require a medical examination for activation. · Clearly explain the importance and advantages of the medical check-up in the insurance approval process. · Address any client concerns, objections, or misconceptions about medical tests with accurate information. · Coordinate appointments between clients and authorized medical testing centers or diagnostic labs. · Track appointment completion and follow up to ensure all medical reports are submitted on time. · Maintain accurate records of communications and appointments in CRM systems. · Collaborate with underwriting and customer service teams to resolve any delays or issues. · Educate clients about policy timelines and next steps after medicals are done.