Client Onboarding Specialist

Job detailsApplication formAbout PlumPlum 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 RoleYou would help employees and employers use their health insurance and health benefits in the most seamless way possible. You understand the importance of customer success and you take pride in going over and beyond to help your customers. You always put your customer first. You have a strong communication skill, and you are passionate about helping people. You can think on the feet to come up with creative solutions for customer issues.Role ResponsibilitiesAct as the primary point of contact for customers during the onboarding journeyMaintain frequent, proactive, and clear communication with customers via email, chat & callBuild strong working relationships with insurer operations teamsCoordinate with internal teams like Sales, Account Management, Support, Claims, Endorsements, etc., to resolve onboarding-related gapsEnsure high accuracy in all onboarding data shared with insurers and internal systems. Errors should be minimal.Identify patterns in process gaps and suggest process improvementsEnsure the organisation's onboarding journey is completed within defined turnaround times (TATs)Address customers' concerns with empathy and urgencyFollow and execute SOP for onboarding with zero deviationsConduct effective training sessions with key stakeholders, decision makers, and employees on using the product/appDevelop a deep level of understanding and knowledge of the entire product, systems, and processesMaintain high levels of customer satisfaction during and post onboardingDrive 100% customer retention by delivering extraordinary serviceSkills & Competencies:Strong written and verbal communicationHigh attention to detail and accuracyAbility to manage multiple onboarding cases in parallelStakeholder management across customers, insurers, and internal teamsCustomer-first mindsetOwnership and accountabilityCalm and structured problem-solvingAbility to work well under timelines and pressureRole RequirementsYou should have at least 2 - 5 years of experience in Customer Success /Client servicing/Relationship ManagementYou should possess great command of English (both oral and written)You should be comfortable using modern tools like Intercom, Slack, Google Suite, HubspotIf you come from a startup background, it will be plusYou have good amount of experience and expertise in dealing with data handling on Excel Apply for this positionAutofill from resumeSave time by uploading your resume. (Only PDF or DOCX format supported)Upload filePersonal InformationFirst name*Last name*Email*Phone*🇺🇸+1LinkedIn URL*ProfileResume*Drag and drop files or click to uploadSupported files: .pdf & .docx, up to 20 MBADDITIONAL INFORMATIONHow many years of experience do you have? *Are you comfortable working from office in Whitefield, Bangalore?*YesNoAre you comfortable working 5 days from office?*YesNoWhat is your Current CTC?*What is your expected CTC? *What is your Notice Period?*Why do you want to join us? *Why do you think you would be a right fit for this role?*Apply for this positionJob detailsApplication form