Job Description

Job Title: Associate Consultant Services

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Department: Customer Support / Operations

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Location: Field-based (Customer Visits Required) Indore, Madhya Pradesh

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

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Job Summary

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We are looking for an Associate Consultant Services to join the Policy Bazaar team and provide

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dedicated customer support for health insurance documentation and related queries. This role

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involves visiting customers at their location to assist with documentation, resolve issues, and

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ensure a smooth and satisfactory customer experience.

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Key Responsibilities

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1. Visit customers at homes, hospitals, or workplaces to address health insurance-related queries.

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1. Assist customers with health insurance documentation, including policy documents,

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endorsements, renewals, and claim forms.

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

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simple manner.

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

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resolution.

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1. Collect and verify required documents and ensure accuracy and completeness.

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1. Track customer requests and follow up until closure.

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1. Maintain proper records of customer interactions and service outcomes.

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1. Deliver a professional, empathetic, and customer-centric service experience.

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Required Skills & Competencies

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Strong communication and interpersonal skills.

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Customer-focused mindset with problem-solving ability.

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Basic knowledge of health insurance products and documentation (preferred).

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Ability to explain complex information clearly.

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Willingness to travel locally for customer visits.

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Basic computer knowledge (MS Office, CRM tools).

📌 Customer Service Consultant (Indore)
🏢 Policybazaar.com
📍 Indore