Exclusions and Denial

Key Responsibilities

• Customer Outreach & Communication
• Contact applied insurance seekers to explain policy decisions (accepted, declined, or waiting periods).
• Communicate policy features, premiums, terms, and conditions in a clear and concise manner.
• Sales & Relationship Management
• Leverage prior sales experience to build rapport and trust with customers, guiding them through their insurance journey.
• Identify cross-selling and up-selling opportunities.
• Policy Guidance & Follow-up
• Maintain regular follow-ups with clients on policy approvals, pending documents, and additional requirements.
• Provide detailed explanations of waiting period clauses and guide customers on next steps.
• Documentation & Compliance
• Ensure accurate documentation of customer details, policy information, and communication records.
• Stay updated on regulatory requirements and adhere to compliance standards within the Healthcare and Insurance domains.
• Collaboration & Teamwork
• Collaborate with internal teams (underwriting, customer support, claims, etc.) to expedite policy activations.
• Share feedback and insights on improving processes, products, and services.
  
  

Qualifications & Skills

• Education: Bachelor's degree in Business, Healthcare, or a related field (preferred).
• Experience: 3–4 years of experience in sales roles within the Healthcare/Insurance industry.
• Language Proficiency: Fluency in English, Hindi, and Kannada (Tamil/Telugu proficiency is an added advantage).
• Technical Skills:
• Proficiency in MS Office (Word, Excel, Outlook).
• Familiarity with CRM software is a plus.
• Interpersonal Skills:
• Excellent communication, negotiation, and presentation abilities.
• Strong problem-solving skills and customer-focused mindset.
• Other Requirements:
• Ability to work in a fast-paced, target-driven environment.
• Willingness to work 6 days a week, 8 hours per day.
  
  

Working Conditions

• Schedule: 6-day work week, 8 hours per day.
• Location: Bengaluru.
  
  

Skills: interpersonal skills,relationship management,problem-solving,collaboration,communication,documentation,compliance,sales,healthcare,crm software,policy guidance,insurance,ms office,customer outreach
Skills Required
Ms Office, crm software, Sales