Term Insurance Operations Professional

1 day ago


Lucknow, Uttar Pradesh, India beBeeInsurance Full time ₹ 40,00,000 - ₹ 80,00,000
Term Insurance Specialist Role Overview

We are seeking a skilled Term Insurance Specialist to join our operations team. As a key member, you will be responsible for ensuring a smooth post-payment customer journey by managing documentation, medical scheduling, and verification processes.

Main Responsibilities:
  • Taking ownership of post-payment cases to deliver a seamless customer experience.
  • Connecting with customers via calls and emails to update them on next steps and pending requirements.
  • Collaborating with stakeholders to drive timely case issuance and achieve monthly targets.
  • Working closely with Insurers to improve operational processes and increase issuance rates.
Key Requirements:
  • Strong written and verbal communication skills.
  • A basic understanding of insurance underwriting and decision-making processes.
  • The ability to handle customers patiently, including difficult conversations.
  • Proven stakeholder management skills to push cases forward.
  • A minimum 1+ years of experience in Insurance operations.
  • Basic computer and Excel skills.


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