Term Life Policy Administrator

5 days ago


Bhavnagar, Gujarat, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 10,00,000

Job Title: Term Insurance Operations Specialist

A key role in ensuring a smooth customer journey post-payment involves managing documentation, medical scheduling, and verification processes. We seek an insurance specialist with 1-3 years of experience in insurance operations to coordinate with insurers, underwriters, TPAs, and internal stakeholders.

This position demands strong communication, stakeholder management, and process improvement skills. The candidate must have a basic understanding of insurance underwriting and proficiency in Excel.

Responsibilities:
  • Take ownership of post-payment cases and ensure a seamless customer journey.
  • Connect with customers via calls & emails to update them on next steps and pending requirements such as document collection, verification, scheduling medicals, and retention.
  • Coordinate with stakeholders (Insurers, TPA's, underwriters, business SPOCs, etc.) to ensure timely case issuance.
  • Achieve monthly issuance targets with minimal turnaround time and high first-time right rate.
  • Collaborate with Insurers to improve operational processes for better issuance rates, reduced turnaround time, and improved first-time right rate.
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+ year of experience in Insurance operations.
  • Basic computer and Excel skills.


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