
Senior Term Insurance Process Manager
3 days ago
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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