
Term Insurance Operations Specialist
2 days ago
Job Overview:
We are seeking a skilled professional to manage the post-payment customer journey for term insurance operations. The ideal candidate will have experience in insurance operations, with a focus on managing documentation, medical scheduling, and verification processes.
The role demands strong communication and stakeholder management skills, as well as a basic understanding of insurance underwriting and proficiency in Excel.
Responsibilities:
- Taking ownership of post-payment cases and ensuring a smooth customer journey.
- Communicating with customers via calls and emails to update them on next steps and pending requirements.
- Coordinating with stakeholders to ensure timely case issuance.
- Achieving monthly issuance targets with minimal turnaround time (TAT) and high first-time right (FTR) 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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