Customer Services Advisor (CRM Support)

Job Title: Associate Consultant Services

Department: Customer Support / Operations

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

Contact Person : Kashish Singh | View phone number on easyhiring.pro|

Job Summary

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

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

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

ensure a smooth and satisfactory customer experience.

Key Responsibilities

Visit customers at homes, hospitals, or workplaces to address health insurance-related queries.Assist customers with health insurance documentation, including policy documents,

endorsements, renewals, and claim forms.

3. Explain policy coverage, benefits, exclusions, renewal processes, and claim procedures in a

simple manner.

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

resolution.

Collect and verify required documents and ensure accuracy and completeness.Track customer requests and follow up until closure.Maintain proper records of customer interactions and service outcomes.Deliver a professional, empathetic, and customer-centric service experience.

Required Skills & Competencies

Strong communication and interpersonal skills.

Customer-focused mindset with problem-solving ability.

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

Ability to explain complex information clearly.

Willingness to travel locally for customer visits.

Basic computer knowledge (MS Office, CRM tools). .