Term Insurance Operations Specialist

2 days ago


Agra, Uttar Pradesh, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 12,00,000

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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