Customer Success, Onboarding

Bengaluru · Full Time · On-Site. You would help employees and employers use their health insurance and health benefits in the most seamless way possible. You… About the Role You 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 Responsibilities Act as the primary point of contact for customers during the onboarding journey Maintain frequent, proactive, and clear communication with customers via email, chat & call Build strong working relationships with insurer operations teams Coordinate with internal teams like Sales, Account Management, Support, Claims, Endorsements, etc., to resolve onboarding-related gaps Ensure high accuracy in all onboarding data shared with insurers and internal systems. Errors should be minimal. Identify patterns in process gaps and suggest process improvements Ensure the organisation's onboarding journey is completed within defined turnaround times (TATs) Address customers' concerns with empathy and urgency Follow and execute SOP for onboarding with zero deviations Conduct effective training sessions with key stakeholders, decision makers, and employees on using the product/app Develop a deep level of understanding and knowledge of the entire product, systems, and processes Maintain high levels of customer satisfaction during and post onboarding Drive 100% customer retention by delivering extraordinary service Skills & Competencies: Strong written and verbal communication High attention to detail and accuracy Ability to manage multiple onboarding cases in parallel Stakeholder management across customers, insurers, and internal teams Customer-first mindset Ownership and accountability Calm and structured problem-solving Ability to work well under timelines and pressure Role Requirements You should have at least 1 - 3 years of experience in Customer Success /Client servicing/Relationship Management You should possess great command of English (both oral and written) You should be comfortable using modern tools like Intercom, Slack, Google Suite, Hubspot If you come from a startup background, it will be plus You have good amount of experience and expertise in dealing with data handling on Excel Apply for this position Autofill from resume Save time by uploading your resume. (Only PDF or DOCX format supported) Upload file Loading...