Process – Health Insurance Portability & Switch

The role involves assisting customers who are looking to port or switch their existing health insurance policy to a suitable plan. Candidates will connect with customers, understand their current policy and requirements, explain available options, and assist them throughout the switching/portability process.

Job Responsibilities

- Handle inbound/outbound customer calls regarding health insurance portability and switching.

- Understand the customer’s existing policy, requirements, and coverage needs.

- Explain suitable health insurance plans, benefits, coverage, and terms.

- Convince and guide customers to proceed with the portability/switching process.

- Follow up with interested customers and maintain regular communication.

- Coordinate with the relevant teams for documentation and policy processing.

- Achieve assigned sales and conversion targets.

- Maintain professional communication and valuable customer relationships.

📌 Sales Executive (Noida)
🏢 Policy Suggest.com
📍 Noida