Operations Associate, Personal Insurance at Plum Benefits Private Limited

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

0.0

Posted On

11 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Data Analysis, Process Improvement, Collaboration, Problem Solving, Ownership, Excel Proficiency, Customer Focus

Industry

Insurance

Description

About Plum Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations. Plum is on a mission to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. Plum is backed by Tiger Global and Peak XV Partners. Having found exceptional product/market fit, we’re in the midst of transitioning from 'start-up' to ‘scale-up’, and are looking for a rockstar Employee benefits consultant to capitalize on the huge demand for our product. About Job Plum Personal In the midst of the healthcare crises like COVID, and after multiple nudges from HRs and members in our customer base, we realized something fundamental - while group medical coverage (GMC) takes care of the basics, it can never replace the security of a personal insurance plan. This insight led us to start building Plum Personal in April 2023, beginning with term insurance and later expanding into health insurance in June 2024. Since then, the team has grown from 3 to 15 people, and the business has scaled 5x - making it one of the newest and most exciting verticals at Plum. We’re just getting started, and there’s immense opportunity to shape how millions of Indians protect their families with truly personalized insurance solutions. Having started Plum Personal, we understood that policy placement and issuance is a lot more nuanced than what we thought initially. While we’ve built the initial processes, we need someone who’s passionate about building better processes and insurance partnerships with our partners. This role involves managing end-to-end operational processes - from data and documentation to coordination with insurers - ensuring accuracy, speed, and compliance in every policy we issue. Role Responsibilities Own and refine the end-to-end process of policy placement and issuance for Plum Personal. Coordinate across insurer teams and internal stakeholders to ensure faster movement of cases and timely issuance. Collaborate with insurers to design faster, more reliable, and scalable issuance workflows. Identify and resolve operational bottlenecks across quoting, documentation, and policy issuance. Build strong working relationships with insurer partners to ensure alignment and speed in execution. Work closely with internal teams (product, ops, and tech) to automate and improve existing processes. Bring a problem-solving and process-driven mindset to enhance customer experience and efficiency. Track key metrics such as turnaround time, error rates, and process adherence - and use data to drive improvements. Role Requirements 0-2 years of relevant work experience. Strong oral and written communication skills. Excel is your comfort zone - you can slice and dice data, use formulas, and build meaningful dashboards or trackers. (Intermediate proficiency preferred.) Strong analytical mindset - you enjoy using data to identify inefficiencies and drive improvements. A collaborative team player who supports colleagues and always keeps the customer’s interest at the center. Solution-driven - you bring clarity, not chaos; and focus on fixing problems rather than just flagging them. Proven examples of ownership - you’ve taken initiative and delivered outcomes that went beyond your defined role

Responsibilities

The role involves managing end-to-end operational processes for policy placement and issuance. This includes coordinating with insurers and internal teams to ensure accuracy, speed, and compliance in every policy issued.