Customer Service Representative
Core
Field-based customer support for health insurance documentation, policy explanation, and claim assistance.
Role type
Associate Consultant Services (Field Operations)
Builds
Health insurance documentation, policy endorsements, renewals, and claim forms for individual customers.
Domain
Insurance / Health
Deliverable
client delivery
Required skills
Field visit execution, health insurance documentation handling, policy coverage explanation, internal team coordination, document verification, customer request tracking, record maintenance.
Preferred skills
Basic knowledge of health insurance products, local area familiarity, two-wheeler ownership with valid driving license, MS Office/CRM proficiency.
Responsibilities
Visit customers at homes, hospitals, or workplaces to address health insurance queries; Assist with policy documents, endorsements, renewals, and claim forms; Explain policy coverage, benefits, exclusions, and claim procedures; Coordinate with operations, claims, and underwriting teams; Collect and verify required documents; Track customer requests to closure; Maintain records of interactions.
Seniority
Entry-level / Associate