Term Insurance Process Coordinator

2 days ago


Cochin, Kerala, India beBeeCustomerService Full time ₹ 6,00,000 - ₹ 12,00,000
Insurance Operations Specialist Job Summary

This role is responsible for managing the post-payment customer journey in term insurance. The Insurance Operations Specialist will work closely with insurers, underwriters, and stakeholders to ensure timely case issuance while meeting monthly targets.

Key Responsibilities:
  • Owns post-payment cases and ensures a smooth customer experience.
  • Communicates with customers via calls and emails to update them on next steps and pending requirements.
  • Coordinates with stakeholders to ensure timely case issuance and achieves monthly targets.
  • Works closely with Insurers to improve operational processes for better issuance rates and reduced turnaround time.
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+ years of experience in Insurance operations.
  • Basic computer and Excel skills.


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