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Term Life Insurance Operations Coordinator

2 weeks ago

Shimoga, Karnataka, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 10,00,000

Job Title: Term Insurance Operations Specialist

We are seeking a skilled professional to manage post-payment cases, ensuring a seamless customer journey. As a key team member, you will be responsible for documentation, medical scheduling, and verification processes.

You will work closely with insurers, underwriters, TPAs, and internal stakeholders to drive timely case issuance while meeting monthly targets with minimal Turnaround Time (TAT) and high First Time Right (FTR) rate.

This role demands strong communication, stakeholder management, and process improvement skills, along with a basic understanding of insurance underwriting and proficiency in Excel.

About the Role:
  • Taking ownership of post-payment cases to ensure a smooth customer experience.
  • Coordinating with customers via calls and emails to update them on next steps and pending requirements.
  • Working with stakeholders to ensure timely case issuance.
  • Achieving monthly targets with minimal TAT and high FTR rate.
  • Improving 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.