We are looking for a responsible and customer-focused office staff to support our health insurance sales, policy servicing, and claims-related activities.
The candidate will handle customer inquiries, assist with health insurance policy sales, coordinate claim documentation, and provide ongoing support to customers for Star Health and HDFC ERGO health insurance policies.
Key Responsibilities
Health Insurance Sales
Handle inquiries from recent and existing customers.
Explain health insurance plans, perks, eligibility, coverage, and policy terms.
Generate leads through phone calls, WhatsApp, and office inquiries.
Follow up with prospective customers and assist in converting inquiries into policies.
Prepare quotations and assist customers with proposals and documentation.
Coordinate policy issuance and renewals.
Claims & Customer Support
Assist customers with cashless and reimbursement claim procedures.
Guide customers regarding required claim documents.
Follow up on pending documents and claim status.
Assist customers with policy servicing and claim-related queries.
Maintain proper records of claims, policies and customer communications.
Office Administration
Maintain customer databases, policy records and claim files.
Handle WhatsApp, phone and email enquiries.
Prepare daily/weekly sales and follow-up reports.
Coordinate with insurance company representatives and internal teams.
Support digital marketing activities such as WhatsApp campaigns, social media enquiries, and lead follow-ups.
Key Skills
Computer proficiency, Basic Google Spreadsheet entry knowledge
What We Offer
Fixed salary + performance-based incentives
Training on health insurance products and processes
Growth opportunities in the health insurance and healthcare sector
Professional and customer-oriented work environment