Term Insurance Process Expert

2 days ago


Udaipur, Rajasthan, India beBeeinsurance Full time ₹ 9,00,000 - ₹ 15,00,000

**Insurance Operations Specialist: Term Insurance Role Summary**

We are seeking a skilled and experienced Insurance Operations Specialist to join our team. The ideal candidate will have a strong background in insurance operations, with a focus on term insurance.

This is a highly demanding role that requires exceptional communication, stakeholder management, and process improvement skills. The successful candidate will be responsible for ensuring a smooth post-payment customer journey by managing documentation, medical scheduling, and verification processes.

The ideal candidate will have a basic understanding of insurance underwriting and proficiency in Excel. Strong written and verbal communication skills are essential to handle customers patiently and push cases forward with stakeholders. Minimum 1+ years of experience in Insurance operations is required.

  • Manage post-payment cases to ensure a smooth customer journey.
  • Connect with customers via calls & emails to update them on next steps and pending requirements.
  • Coordinate with insurers, TPA's, underwriters, business SPOCs, etc. to ensure timely case issuance.
  • Achieve monthly issuance targets with minimal TAT and high FTR rate.
  • Improve operational processes with Insurers for better issuance rates, reduced TAT, and improved FTR.


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