- Contact customers to schedule medical check-ups required for life or health insurance policy issuance.
- Explain the process, documents required, and test details to the customer in a transparent and professional manner.
- Coordinate with diagnostic centers, home collection agents, and medical practitioners to fix appointments.
- Ensure adherence to the timelines set by the insurance company for medical evaluations.
- Handle rescheduling requests, cancellations, and follow-ups with both customers and diagnostic partners.
- Update appointment status and details in internal systems or CRM tools.
- Maintain a log of interactions and ensure data accuracy and confidentiality.
- Liaise with insurance underwriters or agency teams to resolve queries or escalate special cases.
- Send appointment reminders and ensure customer attendance for check-ups.