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 skilled communication and good customer relationships.