Term Insurance Specialist
1 day ago
Job Overview:
We are seeking a skilled Term Insurance Specialist to join our team.
As a Term Insurance Specialist, you will be responsible for ensuring a seamless post-payment customer journey. Your role demands strong communication, stakeholder management, and process improvement skills, along with a basic understanding of insurance underwriting and proficiency in Excel.
Key Responsibilities:
- Take ownership of post-payment cases and ensure a smooth customer experience.
- Connect with customers to update them on next steps and pending requirements such as document collection, verification, scheduling medicals, and retention.
- Coordinate with stakeholders (insurers, TPAs, underwriters, business SPOCs) to drive timely case issuance.
- Achieve monthly issuance targets with minimal turnaround time and high first-time right rate.
- Work closely with insurers to improve operational processes for better issuance rates, reduced turnaround time, and improved first-time right rate.
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.
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