Client Onboarding Specialist (Mid-Markets)

Posted 17 Days Ago
Be an Early Applicant
Bengaluru, Karnataka
Entry level
Insurance
The Role
As a Client Onboarding Specialist, you will onboard corporate clients, guide HR and employees through product onboarding, manage escalations, and collaborate with teams to ensure seamless customer service. You will serve as the first point of contact post-sale and help retain customers by delivering exceptional service.
Summary Generated by Built In

About Plum


Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organisations.


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 insure 10mn lives by 2025. Backed by leading global investors including Tiger Global, and Sequoia Capital, we help companies care better for their employees by providing.


About the Role


As a key member of the onboarding pod in Mid-Market segment you will ensure that both employees and employers navigate their health insurance and benefits seamlessly. You will be dedicated to customer success, going above and beyond to prioritise and assist end users.


Being the first point of contact post-sale you have to be the flag bearer of Plum.|


We are looking for someone with excellent communication skills, passion for helping people, solving complex problems with creative solutions.

What You’ll Be Doing:

  • Onboard corporate clients, coordinating with internal teams (Sales, Account Management, Product) and external insurers.
  • Guide HR/Admins and employees through the product onboarding process. Adhere strictly to standard operating procedures (SOP) for onboarding.
  • Develop comprehensive knowledge of our products, systems, and processes. Address customer queries promptly and accurately via phone, email, or chat.
  • Manage corporate escalations related to onboarding.
  • Collaborate with internal and external teams to resolve customer issues efficiently. Drive customer retention by delivering exceptional service.

About You:

  • 0-3 years of experience in Customer Success, Client Servicing, or Relationship Management.
  • Excellent command of English, both written and spoken.
  • Strong attention to details.
  • Proficiency with modern tools such as Intercom, Slack, Google Suite, and Hubspot.
  • Experience in a startup environment is a plus.
  • Strong skills in data handling and Excel.
The Company
Bengaluru, Maharashtra
434 Employees
On-site Workplace
Year Founded: 2019

What We Do

Plum helps companies care better for their employees by offering insurance and health benefits that are simple, inclusive, and accessible. We eliminate the complexities associated with insurance and make it easy for employees to understand their policies, use their insurance & benefits, and initiate claims. Plum is backed by Tiger Global & Peak XV Partners (formerly Sequoia Capital).

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