Manager – Insurance Integration & Operations Support

Job Title: Manager – Insurance Integration & Operations Support Company: Upstox Location: Mumbai (Thane) About Upstox At Upstox, we’re building the future of investing — simple, powerful, and for everyone. We're one of India’s fastest-growing fintech platforms, backed by the best in the business, including Mr. Ratan Tata and Tiger Global, and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders, millions trust us to power their financial journeys. We're not just moving fast — we’re moving with purpose. If you thrive in a high-energy, high-impact environment, you're in the right place. The Role: Manager – Insurance Integration & Operations Support As the hands-on owner of the integration and operational backbone of Upstox’s insurance business, you’ll bring new insurers and products live, make our digital (DIY) purchase journeys shorter and more seamless, and own the CRM and Dialer stack that powers our tele-sales and operations teams. This isn’t just about managing partners — it’s about finding friction, fixing drop-offs and building the processes that make buying insurance on Upstox effortless. If you’re excited by API-led integrations, funnel problems you can measure, and leading a team across insurers, Product, Tech, Tele-sales and Operations, this role is for you. What You’ll Own

• Insurer & Product Integrations: Lead end-to-end integration of new insurers and products across Life, Health, Motor and beyond — API integrations, quote, proposal, payment and policy-issuance flows, and post-issuance data exchange.
• Partner Ownership: Be the single point of contact for insurer IT, product and operations teams, driving integration timelines, UAT, sign-offs and go-lives.
• Integration Health: Monitor API uptime, failures, policy issuance TAT and reconciliation gaps, and drive quick resolution with partners.
• Requirements & Product Thinking: Translate business and insurer requirements into clear PRDs, user stories and acceptance criteria for our Tech and Product teams.
• DIY Journeys & Conversion: Own the digital purchase funnel across quote, proposal, KYC, medical/underwriting, payment and issuance — use funnel analytics to find drop-offs, diagnose root causes, and cut steps, fields and friction to lift self-serve conversion.
• Experimentation: Run A/B tests and experiments, tracking impact on conversion, completion time and issuance rates.
• Drop-off Recovery: Build assisted-to-DIY handoffs and nudges — recovery flows, reminders, callbacks — in coordination with tele sales.
• CRM, Dialer & Sales Tech: Own and optimize lead routing, allocation logic, dispositions, call workflows, follow-up cadences and automation; improve lead quality and contactability through better scoring, prioritization and dialer strategies.
• Single View of the Customer: Drive integrations between CRM, Dialer, the Upstox platform and insurer systems, and evaluate tooling, vendors and automation that lift agent productivity and customer experience.
• Tele sales & Operations Enablement: Design sales flows, lead journeys and escalation paths with tele sales; partner with operations on issuance, endorsements, renewals, cancellations, refunds and claims support; document SOPs and automate manual effort wherever possible.
• Leadership: Lead and mentor a team of integration and operations specialists and analysts, manage multiple concurrent projects and stakeholders, and report progress, risks and outcomes to the Business Head – Insurance. Who You Are
• 7+ years in insurance distribution — insurtech, broker, web aggregator, bank/fintech or insurer — with a strong track record of driving insurer integrations and digital journeys.
• Hands-on experience with API-led insurer integrations across Life, Health and/or Motor, covering quote, proposal, payment and issuance flows.
• Proven ability to analyze funnels, identify drop-offs and deliver measurable conversion improvements in DIY journeys.
• Working knowledge of CRM and Dialer platforms and of lead management for tele sales.
• Strongly analytical and comfortable with Excel/Google Sheets and BI tools; SQL is a strong plus, and familiarity with product analytics tools like Mixpanel or Google Analytics helps.
• A product mindset — able to write clear requirements, work in agile sprints with Product and Tech, and take features from concept to launch.
• Experience managing a small team and multiple cross-functional stakeholders, including external partners.
• A clear communicator and structured problem-solver, with a bias for action and ownership.
• Graduate degree required; an MBA or insurance certification (e.g. III, IRDAI) is a plus, as is experience in a fast-growing fintech or insurtech environment. Why This Role Rocks
• You’ll build the engine — shaping and scaling the integration and operations backbone of a high-growth insurance business at one of India’s leading fintech platforms.
• You’ll have high ownership and visibility, with impact you can see in go-live timelines, DIY conversion and lead-to-issuance numbers.
• You’ll work with a passionate, fast-moving team across insurance, product, technology and sales.
• Every journey you shorten makes it easier for millions of Indians to protect what matters to them. By applying for this position, you acknowledge that you have reviewed our Prospective Employee Privacy Notice , which outlines how Upstox collects, uses, and protects your Personal Information ("PI"). I accept Upstox's Prospective Employee Privacy Notice. Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics.