
Term Insurance Case Manager
1 day ago
We are seeking a skilled professional to manage the post-payment customer journey for term insurance cases.
About the Job:
The ideal candidate will be responsible for overseeing documentation, medical scheduling, and verification processes. They will collaborate 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.
Key Responsibilities:
- Take complete ownership of post-payment cases and ensure a seamless customer experience.
- Communicate with customers to update them on next steps and pending requirements such as document collection, verification, scheduling medicals, and retention.
- Coordinate with stakeholders to ensure timely case issuance.
- Achieve monthly issuance targets with minimal TAT and high FTR rate.
- Collaborate with Insurers to improve operational processes for better issuance rates, reduced TAT, and improved FTR.
Requirements:
- Strong written and verbal communication skills.
- Fundamental 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.
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