Claims Consultant – Policybazaar | MumbaiLocation: Kurla West, Mumbai Experience: 0–5 years Role: Full-Time, Office-Based (6-days working)📝 Job OverviewAs a Claims Consultant at Policybazaar, you will play a pivotal role in assisting customers through the insurance claims process. Your responsibilities will encompass guiding clients, verifying claim details, and ensuring a seamless resolution, all while delivering exceptional customer service.🔑 Key ResponsibilitiesClaims Assistance: Guide customers through the entire claims process, from initiation to resolution, ensuring clarity and understanding at each step.Documentation Verification: Review and verify all necessary documents submitted for claims, ensuring completeness and accuracy.Customer Support: Address customer inquiries related to claims, providing timely and accurate information.Collaboration: Work closely with internal teams and insurance providers to facilitate smooth claim processing.Compliance: Ensure all claims are processed in adherence to company policies and regulatory standards.✅ Desired Skills & QualificationsEducation: Minimum 12th pass; graduates preferred.Experience: 0–5 years in customer service or insurance-related roles.Communication: Strong verbal and written communication skills in English; proficiency in regional languages is a plus.Technical Skills: Basic computer literacy; familiarity with CRM systems is advantageous.Customer-Centric: Demonstrated ability to handle customer inquiries with empathy and professionalism.💼 Compensation & BenefitsSalary: ₹30,000–₹50,000 per month, with performance-based incentives.Benefits: Health insurance coverage, employee assistance programs, and opportunities for professional development.Work Environment: Dynamic and supportive team culture with a focus on growth and recognition. Note: Please bring a hard copy of your resume and a valid ID proof (Aadhaar or PAN card) to the interview.This role offers an excellent opportunity to start or advance your career in the insurance sector with one of India's leading insurtech companies. If you're passionate about customer service and looking to make a meaningful impact, we encourage you to apply.

Field Sales Manager – B2B Insurance | PolicybazaarLocation: Gurgaon, HaryanaPosition: FOS ManagerJob Summary: The FOS Manager will lead and manage a team of Field Operations Executives (FOS) to drive B2B insurance sales, client acquisition, retention, and service delivery. This role involves overseeing day-to-day field operations, collaborating with internal teams, and maintaining strong relationships with business partners to enhance business growth.Key Responsibilities:Lead, train, and manage a team of FOS, ensuring alignment with company goals.Oversee the execution of B2B insurance policies, renewals, and claims.Build and maintain relationships with corporate clients, brokers, and agents.Identify new business opportunities and drive business development.Streamline field operations and recommend process improvements.Ensure compliance with industry regulations and company policies.Provide reports and analysis on field operations, team performance, and business metrics.Qualifications & Skills:Bachelor's degree in Business, Insurance, Finance, or related field.5+ years of experience in field operations or sales management, preferably in B2B insurance.Strong leadership, communication, and problem-solving skills.Proficiency in MS Office.Compensation & Benefits:Competitive salary.Health & wellness benefits.Professional development opportunities.This role combines leadership and field operations expertise to drive growth and operational excellence in the B2B insurance sector.

Policybazaar for Business is India's leading one-stop platform for business insurance. We simplify insurance for businesses of all sizes, offering diverse products and expert advisory, especially in commercial lines. Join our Commercial Insurance team in Gurugram! You'll advise businesses on crucial insurance, focusing on Property & Casualty lines. This role involves frequent client travel to understand their needs and build strong relationships. We seek a proactive, independent individual passionate about contributing to team growth and success. What You'll Do:Advise commercial clients on risk and tailor Property & Casualty (P&C) insurance solutions.Travel frequently to meet clients for consultations, assessments, and relationship management.Deliver exceptional customer service and build lasting client relationships.Communicate complex insurance details clearly to clients and internal teams.Manage your sales pipeline independently and actively contribute to team growth and knowledge sharing.Stay updated on commercial insurance trends, products, and regulations. What You Bring:2-3 years of experience in B2B sales, client advisory, or the insurance sector.Foundational understanding of general insurance, particularly Property & Casualty (P&C). Commercial lines experience is a strong plus.Strong consultative sales and customer service abilities.Excellent verbal and written communication.Proactive, independent, and results-oriented.Passionate about team building and collaborative success.Ability to work both independently and as part of a team.Willingness and ability to undertake frequent travel.Bachelor’s degree in Business, Sales, Marketing, Finance, or a related field. Why Join Us?Be part of a leading InsurTech revolutionizing business insurance in India.Specializing in the high-growth field of Commercial Insurance.Play a key role in shaping and growing a dynamic sales team.Enjoy a supportive culture that encourages independent thought and initiative.

The role of a Corporate Sales Executive at Policybazaar For Business involves driving revenue growth by acquiring and managing corporate clients for insurance products. This position typically requires 0 to 4 years of experience, depending on the specific job posting. Key Responsibilities Lead Generation & Client Acquisition : Identify and target potential corporate clients through various channels such as networking, cold calling, and referrals. Sales Presentations & Negotiations : Present insurance solutions tailored to client needs, negotiate terms, and close deals to meet sales targets. Relationship Management : Build and maintain strong relationships with key decision-makers to ensure client satisfaction and retention. Sales Reporting : Maintain accurate records of sales activities and client interactions, providing regular updates to management. Market Research : Stay informed about industry trends and competitors to identify new business opportunities. Required Qualifications Education : Bachelor's degree in Business Administration, Marketing, or a related field. Experience : 0 to 4 years in B2B sales or business development, preferably within the insurance or financial services sector. Skills : Excellent communication and interpersonal skills. Strong negotiation and closing abilities. Proficiency in CRM software and Microsoft Office Suite. Ability to work independently and as part of a team. Compensation & Benefits Salary : Annual CTC ranges from ₹2,36,000 to ₹4,00,000, depending on experience and location. Incentives : Performance-based bonuses and commissions. Benefits : Comprehensive health insurance. Opportunities for professional development and career advancement. Supportive and dynamic work environment. Show more Show less

The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities to Meet and exceed business to business sales targets Successfully create business from new and existing clients account Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with business clients Qualifications 0-3 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills *Salary*: Up to ₹4.5 LPA + Lucrative Incentives Interested candidates can share their CV on the given number Muskan Batra *8130693897*. Show more Show less

Key Responsibilities: Serve as the main point of contact for corporate clients, managing inquiries and issues via email, phone, and CRM systems. Build and maintain strong relationships with corporate accounts, understanding their needs and providing tailored solutions. Resolve client complaints efficiently and professionally, ensuring follow-up and resolution within SLA timelines. Coordinate with internal departments (sales, operations, logistics, finance) to fulfill client requirements smoothly. Prepare client reports, feedback summaries, and service reviews regularly. Support the onboarding process for new corporate clients. Escalate unresolved issues to relevant departments or management when necessary. Stay updated with company products, policies, and processes to provide accurate information to clients. Maintain detailed and organized records of all client interactions. Requirements: Bachelor’s degree in Business Administration, Marketing, Communications, or a related field. 1–2 years of experience in B2B customer service, client management, or account handling. Excellent communication and interpersonal skills. Strong problem-solving skills and ability to remain calm under pressure. Proficiency in MS Office and CRM tools will be an add on (e.g., Salesforce, Zendesk, HubSpot). High level of professionalism and customer-centric mindset. Ability to work independently and as part of a team. Show more Show less

About the Job: Contact and qualify leads to understand their business needs and pain points. Conduct thorough needs assessments and identify key decision-makers and influencers within target accounts. Reaching productivity that meets job standards, while working with speed and accuracy. Meeting and exceeding targets as assigned periodically. Ability to learn about products and services and describe/explain them to prospects. Understanding client requirement and closing sales. Responding in a timely and effective manner to all internal communication. Required Skills: Graduates. Ability to communicate effectively Hindi & English language. Basic computer skills. Candidate should be self-driven. Have the ability to thrive in a dynamic, fast-paced start-up environment. Candidate Should Have: Should be Confident & Dynamic. Excellent communication skills Good persuasion skill Should be efficient in converting customer interest into sales. Good negotiation skills. Team Player Quick learner, creative and achiever. Passionate about work output Show more Show less

This candidate will be responsible for prospecting, qualifying, and generating new sales opportunities. In order to be successful in this role and meet or exceed quota, this candidate should feel comfortable communicating with prospects via phone and email who are discovered through a variety of avenues. Responsibilities Research, target and open new client opportunities Develop targeted messaging to engage prospect companies and executives Qualify prospects by understanding customer needs and budgets Update CRM system with all customer communications Qualifications Bachelor's degree or equivalent 2+ years' previous sales experience Experience with CRM systems Show more Show less

The candidate for this position will excel at creating and closing new opportunities. By using a consultative approach to selling, this person will use their expertise to identify and qualify leads, leading to sales opportunities with both new and existing customers. Responsibilities Meet and exceed sales targets Successfully create business from new and existing customer accounts Manage complex negotiations with senior-level executives Build rapport and establish long term relationships with customers Qualifications 0-5 years' quota carrying sales experience Experience and working knowledge of CRM systems Demonstrable track record of over-achieving quota Strong written and verbal communication skills Show more Show less

Company Description Policybazaar for Business is a leading platform in India offering a wide range of business insurance products tailored to the needs of businesses across sectors and risk profiles. With a focus on easing the journey for businesses and making insurance accessible, we provide advisory-led services to eliminate fear and confusion around complex insurance products. Our comprehensive product portfolio includes Employee Health Insurance, Cyber Liability Cover, Professional Indemnity, and more, sourced from over 50 partners. Role Description This is a full-time on-site role as a Pre Sales Associate located in Gurugram. The Pre Sales Associate will be responsible for engaging with potential business clients, understanding their insurance needs, and providing them with personalized assistance in selecting the right insurance products from our platform. The role involves collaborating with the sales team to facilitate the seamless onboarding of clients and ensuring a hassle-free buying experience. Qualifications Strong communication and interpersonal skills Ability to understand and analyze business insurance needs Experience in customer service or sales support roles Knowledge of insurance products and industry trends Attention to detail and the ability to multi-task effectively Bachelor's degree in Business, Finance, or related field Experience with CRM systems is a plus Show more Show less

About the Job: Contact and qualify leads to understand their business needs and pain points. Conduct thorough needs assessments and identify key decision-makers and influencers within target accounts. Reaching productivity that meets job standards, while working with speed and accuracy. Meeting and exceeding targets as assigned periodically. Ability to learn about products and services and describe/explain them to prospects. Understanding customer requirement and closing sales. Responding in a timely and effective manner to all internal communication. Required Skills: Should be Confident & Dynamic. Excellent communication skills Good persuasion skill Should be efficient in converting customer interest into sales. Good negotiation skills. Team Player Quick learner, creative and achiever. Passionate about work output Show more Show less

This candidate will be responsible for prospecting, qualifying, and generating new sales opportunities. In order to be successful in this role and meet or exceed quota, this candidate should feel comfortable communicating with prospects via phone and email who are discovered through a variety of avenues. Responsibilities Research, target and open new client opportunities Develop targeted messaging to engage prospect companies and executives Qualify prospects by understanding customer needs and budgets Update CRM system with all customer communications Qualifications Bachelor's degree or equivalent 2+ years' previous sales experience Experience with CRM systems Show more Show less

Company Description Policybazaar for Business is a one-stop shop for all business insurance needs in India. With over 15 business insurance products, we cater to businesses across sectors, scales, and risk profiles. Our goal is to make business insurance easily accessible and understandable for businesses through advisory-led services and a comprehensive product portfolio. Role Description This is a full-time on-site role for a Sales Consultant at Policybazaar for Business in Gurugram. The Sales Consultant will be responsible for providing consulting services to businesses, ensuring customer satisfaction, and offering personalized insurance solutions. The role will involve daily interaction with clients to understand their needs and recommend suitable insurance products. Qualifications Sales Consulting and Customer Satisfaction skills Excellent Communication and Customer Service abilities 2+ yrs of experience in B2B sales Strong interpersonal skills Ability to understand complex insurance products Previous sales experience in the insurance industry is a plus Bachelor's degree in Business, Marketing, or related field Show more Show less

Company Description Policybazaar for Business is a leading platform in India offering a wide range of business insurance products catering to businesses across sectors. Our goal is to provide transparent and comprehensive coverage to businesses, making the insurance buying process hassle-free. With a focus on advisory-led services, we aim to simplify complex insurance products for business owners and ensure personalized claims assistance. Role Description This is a full-time on-site role for a Presales Executive located in Gurugram at Policybazaar for Business. The Presales Executive will be responsible for engaging with potential clients, understanding their insurance needs, providing product demonstrations, and preparing proposals. The role will involve collaborating with the sales and product teams to ensure solutions align with the client's requirements. Qualifications Strong communication and presentation skills Experience in providing solutions-based selling Knowledge of business insurance products and industry trends Ability to understand client requirements and tailor solutions accordingly Excellent negotiation and networking skills Proven track record in meeting sales targets Bachelor's degree in Business Administration, Finance, or related field Relevant certifications in insurance or sales techniques would be advantageous Show more Show less

Job Title: Claims Executive – Cashless & Reimbursement Location: Mumbai Department: Policybazaar for Business (PBFB) Job Summary: As a Claims Executive at Policybazaar for Business, you will be responsible for managing and processing both cashless and reimbursement insurance claims efficiently. Your role will involve liaising between customers, insurance companies, and healthcare providers to ensure timely and accurate claim settlements while maintaining compliance with company policies and regulatory guidelines. Key Responsibilities: 1. Cashless Claims Processing Coordinate with hospitals and insurance providers to facilitate seamless cashless claim approvals. Verify documentation and eligibility criteria for cashless treatments under health insurance policies. Liaise with hospitals for pre-authorization of treatments, investigations, and procedures. Track claim status and follow up proactively to expedite approvals. Resolve any discrepancies or issues in claim requests with relevant stakeholders. 2. Reimbursement Claims Processing Review and validate reimbursement claims submitted by policyholders. Check claim documents for completeness, accuracy, and compliance with policy terms. Coordinate with customers for any additional information or clarifications required. Process claims within defined timelines and escalate delayed claims as needed. Assist in claims settlement and communicate decisions to customers. 3. Customer Service & Communication Serve as a point of contact for customers regarding claim queries and updates. Maintain professional and clear communication with clients, hospitals, and insurers. Provide guidance on claim procedures and policy coverage. 4. Compliance & Documentation Ensure all claims are processed according to internal SOPs and regulatory requirements. Maintain accurate records and documentation for audit and reporting purposes. Identify potential fraudulent claims and escalate for further investigation. 5. Reporting & Coordination Generate daily/weekly reports on claim status, pendency, and resolution metrics. Collaborate with cross-functional teams such as underwriting, sales, and legal as needed. Participate in continuous process improvement initiatives to enhance claims handling efficiency. Skills & Qualifications: Bachelor’s degree in any discipline (preferably Commerce, Business, or Insurance). 1-3 years of experience in insurance claims processing, preferably health insurance. Understanding of health insurance products, cashless and reimbursement claim workflows. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Proficient in MS Office (Excel, Word) and claims management software or ATS. Detail-oriented with the ability to handle multiple claims simultaneously. Ability to work under pressure and meet deadlines. Preferred: Experience with insurance companies, TPA (Third Party Administrators), or healthcare providers. Knowledge of regulatory compliance and insurance laws. Familiarity with fraud detection practices in insurance claims. Show more Show less

About the Job: Contact and qualify leads to understand their business needs and pain points. Conduct thorough needs assessments and identify key decision-makers and influencers within target accounts. Reaching productivity that meets job standards, while working with speed and accuracy. Meeting and exceeding targets as assigned periodically. Ability to learn about products and services and describe/explain them to prospects. Understanding customer requirement and closing sales. Responding in a timely and effective manner to all internal communication. Required Skills: Graduates. Ability to communicate effectively Hindi & English language. Basic computer skills. Candidate should be self-driven. Have the ability to thrive in a dynamic, fast-paced start-up environment. Candidate Should Have: Should be Confident & Dynamic. Excellent communication skills Good persuasion skill Should be efficient in converting customer interest into sales. Good negotiation skills. Team Player Quick learner, creative and achiever. Passionate about work output Show more Show less

Contact and qualify leads to understand their business needs and pain points. Conduct thorough needs assessments and identify key decision-makers and influencers within target accounts. Reaching productivity that meets job standards, while working with speed and accuracy. Meeting and exceeding targets as assigned periodically. Ability to learn about products and services and describe/explain them to prospects. Understanding customer requirement and closing sales. Responding in a timely and effective manner to all internal communication. Show more Show less

Company Description Policybazaar for Business is India's leading one-stop shop for business insurance needs, offering over 15 different insurance products. We strive to make business insurance accessible and straightforward, helping businesses mitigate risks from litigation, natural or man-made disasters, and cyber-attacks. With a comprehensive product portfolio and advisory-led services, our goal is to provide transparent, easy-to-use solutions from over 50 partners, ensuring personalized claims assistance and a hassle-free buying experience. Role Description This is a full-time, on-site role for a Corporate Sales Executive located in Gurugram. The Corporate Sales Executive will be responsible for driving sales by identifying new business opportunities, maintaining and growing existing accounts, and delivering outstanding customer service. Duties include conducting market research, developing sales strategies, managing client relationships, and providing product demonstrations and consultations to potential clients. The role requires strong communication and negotiation skills to meet sales targets and contribute to the company's growth. Qualifications Corporate Sales and Sales skills Communication and Customer Service skills Account Management skills Strong negotiation and interpersonal skills Proven track record in achieving sales targets Bachelor's degree in Business, Marketing, or a related field is preferred Experience in the insurance industry is a plus

Job Overview : We are seeking a passionate, dedicated, and knowledgeable Wellness Specialist to join our team. This role focuses on creating and implementing wellness programs that foster the health and well-being of our client employees. The ideal candidate will have expertise in promoting mental, physical, and emotional health, and be committed to creating a balanced and healthy work environment. Key Responsibilities : Program Development : Design, implement, and manage wellness programs that support the overall health and well-being of employees. Employee Engagement : Promote wellness initiatives and encourage employee participation in health and wellness programs. Workshops & Seminars : Organize and lead wellness workshops, fitness classes, seminars, and events on topics like stress management, nutrition, mindfulness, physical fitness, and mental health. Personalized Coaching : Provide one-on-one wellness coaching and guidance to employees on health goals, fitness plans, and mental health strategies. Health Assessments : Conduct health assessments and surveys to evaluate the wellness needs of employees and adjust programs accordingly. Collaboration : Work with HR, management, and external wellness providers to integrate wellness initiatives into the overall company culture. Communication : Communicate wellness program offerings through internal channels, ensuring all employees are aware of available resources. Reporting & Metrics : Track and analyze participation rates, engagement levels, and program outcomes to report to senior leadership. Support Mental Health Initiatives : Provide resources, support, and guidance for employees facing mental health challenges and promote a healthy work-life balance. Qualifications : Proven experience (1+ years) in designing or managing wellness programs. Strong knowledge of physical fitness, mental health, nutrition, and holistic wellness strategies. Excellent interpersonal, communication, and motivational skills. Ability to assess individual and group wellness needs and develop tailored solutions. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and wellness program software. Experience with data collection and reporting on wellness program outcomes.

Job Description: Client Servicing Position: Assistant Manager Roles & Responsibility: • Demonstrating a solid understanding of the products or services on the commercial lines domain. • Good presentation skills and deep understanding of Employee Benefits & Non-Employee Benefits Policies. • Developing and sustaining solid relationships with key clients that bring in the most income for the company. • Addressing and resolving key clients’ queries and complaints. • Acting as the main point of contact between key clients and internal teams. • Supervising the account teams assigned to each key client. • Communicating and collaborating with the marketing, sales, and operations departments to ensure that key clients’ needs are met. • Compiling reports on account progress, goals, and forecasts for account teams and stakeholders. • Developing a thorough understanding of key clients' needs and requirements and preparing customized solutions. • Negotiating contracts with key clients and meeting established deadlines for the fulfilment of each client's long-term goals. • Building relationships with clients. • Negotiating deals with clients. • Analysing data and market trends. • Networking & Hunting to attract potential clients. ISMS Responsibilities: • Follow the instructions of Function Heads, operate systems on behalf of Function Heads, and serve users authorized by Function Heads; • Provide technical consulting assistance to Function Heads so that information systems can be built and run to best meet business objective; • Ensure the safeguarding of information in their possession; • Accepts responsibilities for the operation and protection of information assets; and • Perform the work as delegated by the by the Function Head. Skills Required: • Proven experience in key account management. • Candidate who is knowledgeable about the products and services for Corporate Business • Candidate should be self-driven. • Have the ability to thrive in a dynamic, fast-paced start-up environment. • Have good presentation skills and be able to convince potential clients. • The ability to build rapport with key clients. • The ability to handle multiple client accounts. • Strong negotiation and leadership skills. • Exceptional customer service skills. • Excellent communication skills. • Proficient in all Microsoft Office applications as well as CRM software.