Post-Payment Insurance Case Manager

2 days ago


Surat, Gujarat, India beBeeInsurance Full time ₹ 50,00,000 - ₹ 80,00,000
Term Insurance Operations Specialist

As a Term Insurance Operations Specialist, you will be responsible for ensuring a smooth post-payment customer journey by managing documentation and verification processes.

Key Responsibilities:
  • Take ownership of 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.
  • Achieve monthly issuance targets with minimal turnaround time and high first-time right rate.

Key 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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