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Insurance Operations Lead

2 weeks ago

Chennai, Tamil Nadu, India beBeeOperations Full time ₹ 1,18,40,000 - ₹ 1,45,20,000

We are seeking a Lead - Insurance Operations, someone who can own and manage the end-to-end servicing workflow of our insurance business.

This is a fast-paced role that requires someone with a strong analytical mindset, excellent leadership skills, and experience in managing high-throughput quote and policy issuance workflows.

You will be responsible for leading a team that handles quote requests across multiple insurers, coordinating medicals, punching in policies, managing renewals, resolving data mismatches, and ensuring that our partners receive accurate and timely quotes.

The ideal candidate will have 6 to 10 years of experience in insurance servicing, agency operations, or B2B2C sales operations. They should also have a proven track record of managing tight SLAs and a deep understanding of life/health insurance servicing flows, including pricing nuances, insurer underwriting, and documentation standards.

If you are a hands-on leader with a passion for metrics-driven decision-making, and have experience working closely with product teams to automate workflows or implement ops tooling, we would love to hear from you.

Required Skills and Qualifications:
  • Insurance Servicing Experience: 6 to 10 years of experience in insurance servicing, agency operations, or B2B2C sales operations.
  • Leadership Skills: Proven track record of managing high-throughput quote and policy issuance workflows with tight SLAs.
  • Analytical Skills: Highly analytical operator who cares about metrics like quote-to-policy conversion, drop-off rates, TAT, and renewal success.
  • Technical Skills: Hands-on leader with comfort using CRMs, Excel, operational dashboards, MIS reporting systems, and Slack/Sheets workflows.
What Success Looks Like:
  • In 3 Months:
    • Quote and policy issuance workflows fully mapped, with clear SOPs and basic SLA tracking.
    • MIS cadence in place daily volumes, TATs, quote breakdowns, and drop-offs being reported.
    • Partner teams receiving faster and more accurate quotes; insurer touchpoints standardized.
  • In 6 Months:
    • Quote-to-policy conversion rates are being measured, and bottlenecks identified.
    • Renewals system is live and driving early persistency.
    • Data hygiene improved policies, payments, and documentation are consistently accurate and reconciled.
    • Automation pilots underway to streamline manual work and speed up decisions.
  • In 12 Months:
    • Quote TAT reduced by 40%+; drop-offs down due to faster turnaround and stronger follow-ups.
    • Policy punch-ins, medicals, and renewals running smoothly across insurers with minimal manual escalation.
    • Ops bandwidth clearly visible and distributed with efficiency; high-volume partner leads managed at scale.
    • AssetPlus becomes known in the partner ecosystem for operational speed, data accuracy, and trust in this role matters.