Operations Executive

Plum Benefits Private Limited; Bengaluru; On-site; INR 450,000 - 750,000; Full time

Job summary

Plum Benefits Private Limited, via Plum Personal, is seeking a detail-oriented operations professional to own the end-to-end policy placement and issuance process, from data collection and documentation to coordination with insurers.

You will work across insurer teams and internal stakeholders to move cases faster, design reliable, scalable issuance workflows, and resolve bottlenecks in quoting, documentation and policy issuance.

Qualifications

• 0-2 years of work experience in operations or policy issuance.
• Experience in operations and process optimization.
• Strong data-driven mindset with ability to build dashboards.
• Collaborative team player with customer-centric mindset.

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.

Skills

Data analysis

Excel expertise

Process improvement

Stakeholder management

Communication skills

Education

Bachelor's degree

Tools

Dashboard software

Job 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.