Senior Term Insurance Process Manager

3 days ago


Guntur, Andhra Pradesh, India beBeeInsurance Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title:

Term Insurance Operations Specialist

We are seeking an experienced Term Insurance Operations Specialist to ensure a smooth customer journey by managing documentation, medical scheduling, and verification processes.

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

Key Responsibilities:

  • Take complete ownership of post-payment cases and ensure a seamless customer experience.
  • 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.
  • Work closely with Insurers to improve operational processes for better issuance rates, reduced turnaround time, and improved first-time-right rate.

Requirements:

  • Excellent 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 drive case progression.
  • Minimum 1+ years of experience in Insurance operations.
  • Basic computer and Excel skills.


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