Lead - Operations - Insurance Unit

About AssetPlus

AssetPlus is one of Indias fastest-growing assisted wealth-tech platforms, empowering over 15,000 Mutual Fund Distributors (MFDs) to serve more than 1.5 Lakh retail investors. As we scale our insurance vertical, operational excellence is at the heart of what makes the business work.

We believe that the insurance purchase journey must be fast, accurate, and partner-first. Whether its a lead requesting quotes or a customer awaiting policy issuance, we aim to eliminate friction, improve speed, and maximize trust and thats exactly what this role will drive.

The Role

- This role owns the entire sales operations layer of our insurance business from quote request to policy issuance, including TAT tracking, funnel visibility, automation, and renewals.

- You will lead a team that powers the operational backbone of insurance sales: handling quote requests across multiple insurers, coordinating medicals, punching in policies, managing renewals, resolving data mismatches, and ensuring that AssetPlus is seen as the fastest and most reliable insurance partner by MFDs.

- Youll also play a key role in helping the leadership team understand conversion performance, where were losing customers, and what process bottlenecks need fixing. This is a fast-moving, metrics-driven role for someone who thrives on visibility, accountability, and speed.

What You Will Own

- Lead the end-to-end servicing workflow from quote to policy issuance, including insurer coordination, documentation, and medicals (where applicable).

- Own daily TATs and SLAs for quote generation, proposal follow-ups, medicals, underwriting, and punch-in.

- Build a strong, centralized renewals system that drives persistency across products and insurer platforms.

- Set up dashboards and trackers to monitor quote volume, conversion ratios, partner-wise drop-offs, and SLA breaches.

- Coordinate with insurer SPOCs to speed up pricing, documentation, and approvals; negotiate turnarounds and quote customization where required.

- Ensure that all data including customer details, policy details, payment records is punched in correctly and reconciled across systems.

- Establish audit-ready workflows and maintain operational hygiene across all documentation and case records.

- Drive bandwidth analysis and team capacity tracking identify where team effort is going, whats high-leverage vs low-value work.

- Build a structured MIS cadence weekly and monthly reporting for internal teams and external partners.

- Collaborate with product and engineering to automate manual tasks and improve visibility across the servicing journey.

What Makes You a Fit

- 6 to 10 years of experience in insurance servicing, agency operations, or B2B2C sales operations.

- Proven track record of managing high-throughput quote and policy issuance workflows with tight SLAs.

- Deep understanding of life/health insurance servicing flows including pricing nuances, insurer underwriting, and documentation standards.

- Experience coordinating telemedicals, follow-ups, and fast-tracking underwriting approvals.

- Highly analytical operator who cares about metrics like quote-to-policy conversion, drop-off rates, TAT, and renewal success.

- Hands-on leader with comfort using CRMs, Excel, operational dashboards, MIS reporting systems, and Slack/Sheets workflows.

- Bonus: Experience working closely with product teams to automate workflows or implement ops tooling.

What Success Looks Like

In 3 Months

- Quote and policy issuance workflows fully mapped, with clear SOPs and basic SLA tracking.

- MIS cadence in place daily volumes, TATs, quote breakdowns, and drop-offs being reported.

- Partner teams receiving faster and more accurate quotes; insurer touchpoints standardized.

In 6 Months

- Quote-to-policy conversion rates are being measured, and bottlenecks identified.

- Renewals system is live and driving early persistency.

- Data hygiene improved policies, payments, and documentation are consistently accurate and reconciled.

- Automation pilots underway to streamline manual work and speed up decisions.

In 12 Months

- Quote TAT reduced by 40%+; drop-offs down due to faster turnaround and stronger follow-ups.

- Policy punch-ins, medicals, and renewals running smoothly across insurers with minimal manual escalation.

- Ops bandwidth clearly visible and distributed with efficiency; high-volume partner leads managed at scale.

- AssetPlus becomes known in the partner ecosystem for operational speed, data accuracy, and trust in This Role Matters

Insurance operations is not a back-office task it is the front line of conversion. If a quote takes too long or a policy gets delayed, trust is lost.

This role builds the system that lets AssetPlus sell at scale, without compromise. (ref:iimjobs.com)

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