Insurance Advisor

Job Description:

Archishtech Solutions is actively hiring for the position ofInsurance Advisorto join our fast-growing team in Bangalore. This is an exciting opportunity for candidates who are enthusiastic about communication, customer coordination, and client servicing in the insurance sector. The role primarily involves scheduling medical checkups for customers applying for life or health insurance, ensuring a smooth and timely appointment process.

If you have excellent communication skills and want to build your career in customer support and operations, this role is ideal for you. Freshers with good language proficiency and a customer-centric approach are also welcome to apply.

Key Responsibilities:

• Make outbound calls to insurance customers to schedule medical checkups as part of policy issuance

• Clearly explain the medical appointment process, documentation, and necessary preparations to customers

• Coordinate with diagnostic centers, home collection agents, and healthcare professionals for appointment bookings

• Manage rescheduling requests and follow up with customers and diagnostic centers to ensure completion

• Maintain accurate records of all calls, interactions, and appointments in CRM tools

• Ensure timelines set by insurance companies are adhered to for checkup completion

• Work closely with insurance partners to resolve queries and handle special cases

• Send reminders to customers to ensure attendance and reduce no-shows

• Uphold data privacy and ensure all customer interactions are logged accurately

• It is a Full Time Sales / Business Development job for candidates with 0 - 2 years of experience.