Insurance Documentation Coordinator

3 days ago


Jamnagar, Gujarat, India beBeeOperational Full time ₹ 8 - ₹ 12
Job Title: Term Insurance Operations Specialist

As a key member of our team, you will be responsible for ensuring a smooth post-payment customer journey by managing documentation, medical scheduling, and verification processes.

You will coordinate with insurers, underwriters, TPAs, and internal stakeholders to drive timely case issuance while meeting monthly issuance targets with minimal TAT and high FTR rate.

This role demands strong communication, stakeholder management, and process improvement skills, along with a basic understanding of insurance underwriting and proficiency in Excel.

  • Take complete ownership of post-payment cases and ensure a seamless customer experience.
  • Connect 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 and achieve monthly targets.
Key Responsibilities:
  1. Manage post-payment cases to ensure a smooth customer journey.
  2. Communicate with customers and stakeholders to facilitate case progression.
  3. Achieve monthly issuance targets and maintain high quality standards.
Requirements:
  • Excellent written and verbal communication skills.
  • Basic understanding of insurance underwriting principles.
  • Ability to handle customers patiently and professionally.
  • Proven stakeholder management skills to drive case progress.
  • Minimum 1+ years of experience in insurance operations.
  • Proficiency in Excel and basic computer skills.


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