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Client Onboarding Specialist (Mid-Markets)
Plum Benefits
posted 7d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
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.
Employment Type: Full Time, Permanent
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People are getting interviews at Plum Benefits through
People are getting interviews through
(based on 8 Plum Benefits interviews)
Referral
Company Website
Walkin
37%
25%
13%
25% candidates got the interview through other sources.
Moderate
Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
What people at Plum Benefits are saying
Client Onboarding Specialist salary at Plum Benefits
reported by
2
employees
with 1-5
years exp.
₹5.5
L/yr - ₹6
L/yr
23%
less
than the average Client Onboarding Specialist Salary in India
View more details
What Plum Benefits employees are saying about work life
based on 27 employees
Flexible timing
Monday to Friday
No travel
Day Shift
Plum Benefits Benefits
View more benefits
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