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Term Insurance Operations Specialist

Term Insurance Operations Specialist

Hireginie Talent Cloud

1 - 3 years

1 - 5 Lacs

gurugram

Posted:2 weeks ago| Platform:

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Skills Required

insurance communication skills sales b2c excel written communication term life insurance insurance advisory interpersonal skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Term Insurance Operations Specialist

Our Client:

Job Title: Term Insurance Operations Specialist

Experience: 1 - 3 Years in insurance operations

Education: Any Graduate

Locations: Gurgaon

About the Role:

Responsibilities:

Take complete ownership of post-payment cases and ensure a smooth customer journey.
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, TPAs, underwriters, business SPOCs, etc.) to ensure timely case issuance.
Achieve monthly issuance targets with minimal TAT (Turnaround Time) and high FTR (First Time Right) rate.
Work closely with Insurers to improve operational processes for better issuance rates, reduced TAT, and improved FTR.

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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