We are looking for a dedicated and customer-focused Customer Support Executive to join our insurance team. The ideal candidate will handle customer inquiries, assist with policy information, support claims processes, manage renewals, and provide accurate guidance to ensure a seamless customer experience. This role requires strong communication skills, attention to detail.
Key Responsibilities
1. Customer Assistance & Query Handling
Respond to customer inquiries related to health, life, and other insurance plans.
Provide clear and accurate information on policy features, coverage, premiums, and benefits.
Assist customers in selecting the right policies based on their requirements.
2. Claims Support
Guide customers through the claims process, including documentation and submission requirements.
Coordinate with hospitals, TPAs, and internal teams to ensure smooth claim processing.
Track claim status and update customers promptly.
3. Policy Servicing
Assist customers with policy renewals, updates, endorsements, and corrections.
Help clients download policy documents, ID cards, and invoices.
Manage requests related to policy upgrades, add-ons, and coverage changes.
4. Communication & Follow-Up
Maintain professional communication via phone, email, WhatsApp, and CRM tools.
Make follow-up calls to resolve pending issues or collect required documents.
Address customer complaints politely and escalate concerns when necessary.
5. Documentation & Record Keeping
Maintain accurate and organized customer records.
Ensure proper documentation for claims, policy issuance, and service requests.
Update CRM systems with call logs, case details, and customer feedback.
6. Coordination with Internal Teams
Work closely with sales, underwriting, claims, and finance teams to resolve customer issues.
Provide feedback to improve customer service quality and product offerings.
Required Skills & Competencies
Excellent verbal and written communication skills
Strong customer service attitude and problem-solving ability
Good understanding of insurance terms (training provided)
Ability to explain complex information in simple language
Efficient multitasking and time management
Calm, patient, and professional approach in handling customer concerns
Proficiency in MS Office, CRM tools, and email handling
Qualifications
Graduation preferred
Experience in customer service, insurance, or BFSI sector is an advantage
Freshers with strong communication skills are welcome
Work Environment & Benefits
Competitive salary + performance incentives
Professional training on insurance products & systems
Growth opportunities within customer support or other insurance departments
Supportive work culture with continuous learning
Flexible work timings (optional depending on company policy)
Why Join Us?
Join a team that values integrity, customer care, and professional growth. You will be part of a company committed to delivering reliable insurance solutions and ensuring every customer receives exceptional service.
