Term Insurance Process Coordinator

20 hours ago


Vellore, Tamil Nadu, India beBeeInsurance Full time ₹ 6,00,000 - ₹ 12,00,000

We are seeking a skilled professional to manage documentation, medical scheduling, and verification processes for our term insurance products.

About the Role:

As a Term Insurance Operations Specialist, you will coordinate with stakeholders to drive timely case issuance and achieve monthly targets. You will work closely with insurers to improve operational processes and reduce time-to-achievement (TAT).

Key Responsibilities:
  • Manage post-payment cases to ensure a seamless customer experience
  • Connect with customers via calls and emails to update them on next steps and pending requirements
  • Coordinate with stakeholders to ensure timely case issuance and achieve monthly targets
  • Collaborate with Insurers to enhance operational efficiency and reduce TAT
Requirements:
  • Excellent communication skills with strong written and verbal abilities
  • A basic understanding of insurance underwriting and decision-making processes
  • Ability to handle customers patiently, including difficult conversations
  • Proven stakeholder management skills to drive case progression
  • Minimum 1+ years of experience in insurance operations

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