Health Insurance Specialist

Bima Wala Bhai · India

Company Description Bima Wala Bhai is a growing insurance services organization focused on helping individuals and families make informed decisions about their health coverage. The company provides guidance on a wide range of health insurance products, aiming to simplify complex policies and benefits for customers. Based in New Delhi, Bima Wala Bhai is committed to transparent advice, reliable service, and long-term customer relationships. Team members work closely with clients to understand their needs and recommend suitable, cost-effective health insurance solutions.

Role Description The Health Insurance Specialist is a full-time, on-site role based in New Delhi. The specialist will advise customers on health insurance plans, explain policy features and benefits, and help them compare options based on coverage, cost, and eligibility. Daily responsibilities include meeting clients in person or by phone, responding to inquiries, preparing and presenting plan recommendations, and supporting customers through application and renewal processes. The role also involves coordinating with insurance providers, maintaining accurate records of client interactions, and following up to ensure a smooth onboarding experience. The specialist is expected to meet defined service and sales targets while maintaining a high standard of ethical and compliant practices.

Qualifications

• Strong Communication skills with the ability to explain complex health insurance concepts clearly and professionally.
• Knowledge of Health Insurance products, policy structures, and regulatory guidelines, with a general understanding of Insurance industry practices.
• Proven Customer Service skills, including empathy, active listening, and problem-solving in client-facing environments.
• Sales skills with experience in advising, upselling, or cross-selling insurance or financial products in a target-driven setting.
• Ability to work on-site in New Delhi and manage multiple client cases with attention to detail and accuracy.
• Comfort using basic computer applications and CRM or policy management tools to document and track client information.
• Prior experience in health insurance, insurance brokerage, or financial services is preferred but not mandatory.
• Minimum educational qualification of a bachelor’s degree or equivalent, with relevant certifications in insurance being an advantage.