Term Insurance Case Manager

23 hours ago


Tirupati, Andhra Pradesh, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 12,00,000

Ensuring smooth customer journeys is crucial in post-payment processes. As a Term Insurance Operations Specialist, you will manage documentation, medical scheduling, and verification processes to drive timely case issuance while meeting monthly targets with minimal turnaround time and high first-time right rates.

Key Responsibilities:
  • Take ownership of post-payment cases and ensure seamless customer experiences.
  • Connect with customers to update them on next steps and pending requirements such as document collection, verification, scheduling medicals, and retention.
  • Coordinate with stakeholders to guarantee timely case issuance.
  • Achieve monthly issuance targets with reduced turnaround times and improved first-time right rates.
Requirements:
  • Excellent written and verbal communication skills are essential for this role.
  • Basis understanding of insurance underwriting and decision-making processes.
  • Ability to handle difficult conversations with customers patiently.
  • Proven stakeholder management skills to progress cases effectively.
  • At least 1 year of experience in Insurance operations.
  • Fundamental computer and Excel skills.
What You Will Achieve:
  • Drive efficient processes for better issuance rates, reduced turnaround times, and improved first-time right rates.
  • Cultivate strong relationships with insurers to enhance operational performance.


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