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Insurance Process Improvement Specialist
3 weeks ago
Job Overview:
We are seeking a highly skilled Term Insurance Operations Specialist to join our team. In this role, you will be responsible for ensuring a seamless post-payment customer journey by managing documentation, scheduling medicals, and verification processes.
The ideal candidate will have excellent communication and stakeholder management skills, as well as a basic understanding of insurance underwriting and proficiency in Excel.
About the Role:
- You will take ownership of post-payment cases and ensure timely case issuance while meeting monthly issuance targets with minimal TAT and high FTR rate.
- You will coordinate with stakeholders to drive timely case issuance, working closely with insurers to improve operational processes for better issuance rates, reduced TAT, and improved FTR.
Responsibilities:
- Take complete ownership of post-payment cases.
- Connect with customers via calls & emails to update them on next steps and pending requirements such as document collection, verification, scheduling medicals, and retention.
- Coordinate with stakeholders to ensure timely case issuance.
- Achieve monthly issuance targets with minimal TAT (Turnaround Time) and high FTR (First Time Right) rate.
- Work closely with Insurers to improve operational processes.
Requirements:
- Strong written and verbal communication skills.
- Basic understanding of insurance underwriting and decision-making processes.
- Ability to handle customers patiently, including difficult conversations.
- Proven stakeholder management skills to push cases forward.
- Minimum 1+ years of experience in Insurance operations.
- Basic computer and Excel skills.
