Onboarding Specialist - Enterprise AM

Posted 7 Days Ago
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Bengaluru, Karnataka
Entry level
HR Tech
The Role
As an Onboarding Specialist, you will help employees and employers navigate health insurance and benefits. Your role involves onboarding corporate clients, setting up dashboards, addressing customer queries, managing escalations, and coordinating with insurers for policy issuance. A customer-focused approach and excellent communication skills are essential.
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 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 the Role


As a key member of the onboarding pod in Enterprise 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:

  • You will be part of the Enterprise Account Management Team. Onboard corporate clients, coordinating with internal teams (Sales, Account Management, Product), Insurers and clients.
  • Setup dashboard, troubleshoot issues, create and enable comms and collateral around Onboarding for the customer
  • Guide HR/Admins and employees through the product and onboarding process.
  • 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.
  • Work with Insurers for Policy Issuance and setup.

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.
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The Company
HQ: Kitchener, Ontario
41 Employees
On-site Workplace
Year Founded: 2012

What We Do

Plum is a talent assessment platform that strips away bias and reveals human potential to revolutionize how global enterprises hire, grow, and retain talent. With unmatched scalability, Plum powers more objective and equitable talent decisions across the employee lifecycle using the predictive power of psychometric data.

With Plum, you can:
• Quantify job fit to match the right people to the right roles
• Spot potential to objectively identify and start developing future leaders sooner
• Grow your people by empowering them with personalized career insights
• Work better together by equipping leaders with insights to build high-performing teams

Plum data is 4X more predictive of future job success than what you’ll find on a resume, so you can finally look beyond credentials, degrees, and past job titles to discover what candidates and employees are truly capable of achieving if given the opportunity. That means you can build a more diverse talent pipeline by surfacing people for opportunities based on raw talent and potential, regardless of race, gender, or background.

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