Operations Executive at Plum Benefits Private Limited

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

07 Oct, 26

Salary

0.0

Posted On

09 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Policy Placement, Policy Issuance, Process Optimization, Stakeholder Coordination, Microsoft Excel, Data Analysis, Operational Management, Problem Solving, Compliance, Workflow Design, Communication Skills, Analytical Thinking

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. Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance. 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. About 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. About the Role 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. You will: * 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. What We’re Looking For: * 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

Manage end-to-end operational processes for policy placement and issuance for Plum Personal. Coordinate with insurers and internal teams to resolve bottlenecks and automate workflows to improve efficiency.