Senior Associate, Onboarding at Plum Benefits Private Limited

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Client Servicing, Relationship Management, Intercom, Slack, Google Suite, Hubspot, English Communication, Data Handling, Microsoft Excel, Onboarding, Problem Solving

Industry

Insurance

Description

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. Role Responsibilities * 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. Role Requirements * 1-4 years of experience in Customer Success, Client Servicing, or Relationship Management. * Proficiency with modern tools such as Intercom, Slack, Google Suite, and Hubspot. * Excellent command of English, both written and spoken. * Strong attention to detail. * Strong skills in data handling and Excel. * Experience in a startup environment is a plus.

Responsibilities

The role involves onboarding corporate clients and guiding HR administrators and employees through the health insurance product process. It also requires managing customer queries and escalations to drive retention and ensure a seamless user experience.