Onboarding Specialist - Enterprise AM
Plum
Apply to this job Bengaluru on site Until 8/22/2026 First posted March 26, 2025 Last posted March 26, 2025
Job description
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.
About this role
Summary
Onboard corporate clients and assist with health insurance processes.
Job title
Onboarding Specialist - Enterprise AM
Experience level
0-3 years
Industry
healthcare
Location requirements
Located in Bengaluru, remote work not allowed.
Salary
Not specified
Management role
No
Skills & keywords
Required skills
communicationattention to detaildata handlingexcelintercomslackgoogle suitehubspot
Preferred skills
startup experience
Specializations
onboardingcustomer successclient servicingrelationship management
Locations
Structured locations inferred from the posting.
Bengaluru, Karnataka, India
On-site City