
Operational Insurance Professional
2 days ago
Job Title: Term Insurance Operations Specialist
We are seeking an experienced professional to manage post-payment customer cases, ensuring a seamless journey by coordinating with insurers, underwriters, TPAs and internal stakeholders.
About the Role:
This position requires strong communication skills, basic understanding of insurance underwriting and decision-making processes, ability to handle customers patiently, including difficult conversations, and proven stakeholder management skills to push cases forward.
Key Responsibilities:
- Taking complete ownership of post-payment cases and ensuring a smooth customer experience.
- Connecting with customers (via calls & emails) to update them on next steps and pending requirements such as document collection, verification, scheduling medicals, and retention.
- Coordinating with stakeholders (Insurers, TPA's, underwriters, business SPOCs, etc.) to ensure timely case issuance.
- Achieving monthly issuance targets with minimal Turnaround Time (TAT) and high First Time Right (FTR) rate.
- Working closely with Insurers to improve operational processes for better issuance rates, reduced TAT, and improved FTR.
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.
This role demands strong communication, stakeholder management, and process improvement skills, along with a basic understanding of insurance underwriting and proficiency in Excel.
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