Job Title: Associate Consultant Services
Department: Customer Support / Operations
Location: Field-based (Customer Visits Required) BENGALURU,KARNATAKA

Contact Person: Kashish Singh | (phone hidden)| [email protected]

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.

1. Explain policy coverage, benefits, exclusions, renewal processes, and claim procedures in a

straightforward manner.

1.



Coordinate with internal teams such as operations, claims, and underwriting for timely issue

resolution.

1. Collect and verify required documents and ensure accuracy and completeness.
2. Track customer requests and follow up until closure.
3. Maintain proper records of customer interactions and service outcomes.
4. 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).

📌 Field-Based Client Solutions Associate (Bengaluru)
🏢 Policybazaar.com
📍 Bengaluru