Job Description Job Title: Associate Consultant Services
n Department: Customer Support / Operations
n Location: Field-based (Customer Visits Required) BENGALURU,KARNATAKA
n Contact Person : Kashish Singh | (phone hidden)|
n Job Summary
n We are looking for an Associate Consultant Services to join the PolicyBazaar team and provide
n dedicated customer support for health insurance documentation and related queries. This role
n involves visiting customers at their location to assist with documentation, resolve issues, and
n ensure a smooth and satisfactory customer experience.
n Key Responsibilities
n 1. Visit customers at homes, hospitals, or workplaces to address health insurance-related queries.
n 2. Assist customers with health insurance documentation, including policy documents,
n endorsements, renewals, and claim forms.
n 3. Explain policy coverage, advantages, exclusions, renewal processes, and claim procedures in a
n simple manner.
n 4.



Coordinate with internal teams such as operations, claims, and underwriting for timely issue
n resolution.
n 5.Collect and verify required documents and ensure accuracy and completeness.
n 6. Track customer requests and follow up until closure.
n 7. Maintain proper records of customer interactions and service outcomes.
n 8.Deliver a professional, empathetic, and customer-centric service experience.
n Required Skills & Competencies
n Strong communication and interpersonal skills.
n Customer-focused mindset with problem-solving ability.
n Basic knowledge of health insurance products and documentation (preferred).
n Ability to explain complex information clearly.
n Willingness to travel locally for customer visits.
n Basic computer knowledge (MS Office, CRM tools).

📌 Customer Service Representative (Bengaluru)
🏢 Policybazaar.com
📍 Bengaluru