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Term Insurance Operations Specialist - Top B2C_Fintech Platform

Term Insurance Operations Specialist - Top B2C_Fintech Platform

Hireginie Talent Cloud

1 - 5 years

3 - 4 Lacs

gurugram

Posted:8 hours ago| Platform:

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Skills Required

insurance operations excel customer communication claims management insurance claims documentation insurance broking kyc verification stakeholder engagement b2c document verification claim settlement policy issuance process improvements claims processing

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Term Insurance Operations Specialist

Experience: 1 - 3 Years in insurance operations

Education: Any Graduate

Location: Gurugram

About the Role:

As a Term Insurance Operations Specialist, 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.

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, TPA’s, 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.

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

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Term Insurance Operations Specialist - Top B2C_Fintech Platform