Customer Support Executive (Insurance)

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. 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. 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 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. #J-18808-Ljbffr Assertive Insurance Services LLC