
Post-Payment Documentation Coordinator
2 days ago
Job Title: Term Insurance Operations Specialist
As a Term Insurance Operations Specialist, you will ensure a seamless customer experience by effectively managing post-payment documentation, medical scheduling, and verification processes. This role demands strong stakeholder management, process improvement, and communication skills.
Key Responsibilities:
- Take ownership of post-payment cases to deliver exceptional customer service.
- Communicate with customers to update them on next steps and pending requirements such as document collection, verification, and scheduling medicals.
- Coordinate with stakeholders to ensure timely case resolution.
- Meet monthly issuance targets with minimal Turnaround Time (TAT) and high First-Time Right (FTR) rate.
Requirements:
- Excellent written and verbal communication skills.
- Understanding of insurance underwriting and decision-making processes.
- Ability to handle customers professionally, including challenging conversations.
- Proven stakeholder management skills to drive case progression.
- Minimum 1+ years of experience in Insurance operations.
- Basic computer and Excel skills.
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